Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: margie who wrote (3976)	4/2/1998 5:29:00 PM
From: sam	Read Replies (1) of 6136

FWIW, Briefing.com did a very cautious piece on AGPH several days ago in their Stock Brief section. In a nutshell, and from memory (so I hope I've adequately stated their position -- please do your own research), they were pleased thus far with sales of Viracept (and AGPH's ability to get it out the door so successfully), but criticized AGPH for (1) not having another drug able to come to market for some time; (2) not lining up major collaborators for their pipeline drugs (they refer to AGPH as an "old-fashioned" company for trying to do it all alone [like AMGN]-- in my opinion, this is where the major risk lies -- if AGPH does have other drugs the street believes will come to market, AGPH will skyrocket, until then...it will continue acting like its acting now since IMHO the street values AGPH as a one-drug and one-drug only company); and (3) not having enough cash on hand to last at least a year (I'm not so sure their right on this point). Anyway, it's interesting to hear the "cautious" point of view, since it is obviously holding sway over fund managers.

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