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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: ALL who wrote (4646)6/30/1998 1:32:00 PM
From: Intel Trader  Read Replies (1) of 6136
 
Just off the horn with AGPH IR.

a. They are comfortable with earnings going forward (announcement of current Q during week of 20 JUL). Analysts are being kept in the loop.
b. They suspect market is in confusion from all of the data coming out of Geneva (AGPH has company reps there).
c. IR didn't sound awfully concerned about Sustiva, still a bit early for it.
d. IR agreed with my postulation that today's decline in share price may have been contributed to by the two Japanese deals.

humbly,

it
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