Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: margie who wrote (451)	3/14/1997 2:37:00 PM
From: John Grandy	of 6136

i'm not a doctor or a biochemist, but how can agph lose? aids patients are not golf pros or ibm lifers. they're not exactly known as being either conservative or rigidly conformist. the word in the street i've been hearing and reading about on this thread is that they want viracept badly. there are a lot of doctors out there. a lot who are qualified to treat aids. a lot of doctors who do what they want. and a lot of doctors who do what their patients want. a lot of doctors who follow their own drum. between these groups there will ultimately be a lot of doctors who choose viracept. enough to prescribe every aids patient in america. the patients will gravitate to the doctors who gives them what they want. the patients will talk to each other. they will find out what is working. what is allowing the best lifestyle. the aids activist groups will make sure big pharma bullshit doesn't deny the truth. if nothing else, aids activism has accomplished this - a quasi-independent body of expert medical opinion. i have read on this thread that agouron can kill merck on production costs and hence on pricing. if that is true, and if what i believe above is true (which implies huge savings on sales and advertising) agouron is still a steal at the current price. i think towards $500kk is entirely possible. i think this is a $200 stock. vx478 might not have such an easy time at the fda. significant improvement in death rates might be seen by then. the fda might not be under such pressure. the fda bureaucracy might interfere. the article mentions that glaxo trials are slow and inefficient. it ran to 95 on desperate short covering. now it will begin its real run to 100.

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