Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: John Grandy who wrote (536)	3/28/1997 11:15:00 PM
From: Staff	of 6136

As per your post I would like to add 2 items. #1) As per your post - I am probably looking at the stock as more as a momentum play anticipating which way the consensus will take. At present I see that as being lower. #2) My major worry is what other drugs are on the horizon that will capture the limelight. What is out there - I do not know- again - theis feild is not my expertise or my line of work. I am no expert in the feild by any means. I'm simply a trader. I really do not know what is in the pipeline as for bigger - better - cheaper- safer. If there is nothing in the pipeline in the next 6 months as far as replacing what is presently available for treatment - then my bearish view is ill timed. My guess is that this is not the case. In the event that there are other alternatives about to be soon approved for use by the public - this new wonder could be short lived lived phenomenon. . What is it's potential market share? Tell me what it will be competing against 6 to 12 months from now. I could give you a better guess. If no new competition arrives- maybe the 30% I have heard earlier in this thread is possible. If they become one of many new alternatives 6 to 12 months down the road - maybeas little as 3%. Again - it's fortune telling. One unforeseen problem- side effect -marketing or strategical error- the entire model changes overnight. truely a high stakes risky game. Let me conclude by relaying the follwoing to all on this thread: I seek to gain information on this thread. Not to try to spread the bearish word. I value what ever opinions from those more knowledgeable than I about what's on the horizon for this industry. I see there are many who are close to the industry and on top of current testing - trials and finding. I look forward to seeing what becomes available & hope you will share your finding with me. . I'm very fascinated by this sector. I look forward to reading everyones posts. Look forward to any information anyone would like to share. Regards to all Staff

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