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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: Izzy who wrote (4774)7/7/1998 12:33:00 AM
From: billkirn  Read Replies (1) of 6136
 
OK: I am also mad as hell at Agouron's lack of communicating coherent considerations and explanations of their business decisions and outlook.

Now: We are in a very negative sentiment cycle, and it will complete itself at a point when all the negative news is exhausted. I have been at this point many times. Once reached, the whole picture will change dramatically. I am not sure we have exhausted the negative mass yet but we are getting pretty close.
When this happens, and it will, you will wonder what everyone was worried and thinking about. So I strongly suggest you hold on for the the next 6 months, even riding it into the upper teens.
I know it is really hard to do this without feeling panic, but look carefully at the past and the tough decisions these people have had to make and how many of these decisions have been sound. I know we have the odds with us, and I know we have some of the most intelligent people making extremely difficult business decisions.
The only real fault I can find, is the lack of good communications
of the decision process. This really needs work. Peter needs to place a priority on communicating, and he needs better help.
Let's have a party in 18 months and tell each other how truly smart we were to look long term.
Cheers!
Bill

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