Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Izzy who wrote (4359)	5/20/1998 11:12:00 PM
From: Spekulatius	of 6136

AGPH valuation Its still quite difficult to valuate a stock like AGPH. It is and will be a one product co. for the next years. I think the basic concern is that the 'net worth' of the pipeline is difficult to evaluate and that the competition in the HIV protease inhibitor market may get fierce. VRTX will get his Amprenavir on the market in 99 (which may be superior to Viracept) and thus may grab the No.1 spot in the market. This could mean that any prognosis of sales # may prove worthless. As a one product co. you cannot valuate the co. with an earning growth rate, due to the uncertainties and this will translate into a higher stock volatility too. I'm positive on AGPH and rather prefer a one product co. to a no product co. but this is the reason why the share price is so low. IMHO

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