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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: billkirn who wrote (5020)7/29/1998 2:44:00 PM
From: margie   of 6136
 
The stock is probably up because of a a big videoconference held at John Hopkins yesterday, summarizing the Geneva AIDS conference.
Highlights from the XII world Conference satellite and a simultaneous netcast, which I just found out about, unfortunately will be available at (a written transcript should be available later) at hivinsite.ucsf.edu
and hopkins-aids.edu

It must have gone well, looking at todays stock movement. More short covering. And protease inhibitors are still the treatment of choice, contrary to the media reports. Below are the revised guidelines, and notice that they do not include a NNRTI alone, without a protease inhibitor (like Sustiva)
hopkins-aids.edu

>>IAS-USA Guidelines: The 12th World AIDs Conference included a >>session on their newly established guidelines for ART [JAMA >>1998;280:78-the July 1, 1998 issue]. Major changes were modest and not dissimilar to the current DHHS guidelines.

Notice this part: They don't expect much change in what HIV care providers have been prescribing.

When to treat: CD4 <500 or VL>5,000-10,000
What to treat with: PI + 2 NRTIs

Alternatives:
1) NNRTI + 2 PIs
2) 2 PIs + 1-2 NRTIs
3) PI + NNRTI + 1-2 NRTIs
4) 3 NRTIs

When to change: Virologic failure, individualized and defined at initiation of therapy, with ranges from 50 copies/ml to 5,000 copies/ml.

Practical Application:These guidelines have shown only modest changes since their prior presentation one year ago. They are very similar to the guidelines of DHHS. It is unlikely that most HIV care providers who have kept pace with recent developments will make major modifications in practice based on the new recommendations.
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