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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Steve Fancy who wrote (4452)6/10/1998 1:44:00 PM
From: Peter Singleton   of 6136
 
Steve, thanks for posting the weekly scrip data.

Something to keep in mind is that IMS monthly share data understates Viracept's market share. IMS also provides NPA (National Prescription Audit) data which is an estimate of all-channel sales (scrips are about 2/3 of the market). For 4/98,

IMS scrips NPA
market share market share

Viracept 31.04% 32.4% /* NPA data is from my memory
Crixivan 35.1% 34.0%

The walk-away points are two:

1 - Viracept is doing better vs. Crixivan than even the IMS scrips show. IMS scrips get greater airplay, and are more followed than the all-channel NPA data.

2 - AGPH is doing very well in the sales channels that don't report through IMS scrips. Says something about the quality of their sales and marketing efforts.

Peter
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