Agouron Pharmaceuticals (AGPH) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Agouron Pharmaceuticals (AGPH)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Izzy who wrote (4970)	7/23/1998 2:45:00 PM
From: Zirdu	of 6136

I have read on these threads that the shorts are pointing to high inventory as a cause for concern for AGPH. I don't get it. It is not like they sell clothing, for example, which they might have to discount to get out the door. Their inventories are of Viracept, presumably, which they have a steady market for. So I don't see that high inventories for AGPH are anything to worry about. Regarding the proposed tracking stock, I am opposed to the idea. Especially if it is done like the example cited to us (Genzyme, I think), where the spin off to shareholders was a taxable dividend to them. (As I understood the press release cited on this thread) I am not at all interested in any smoke and mirrors deal that just ends up costing me taxes just to hold both pieces of paper, which I now own as one piece. Maybe they can make it a tax free deal, in which case I would regard it as more an annoyance than anything.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next