SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mr. Pink who wrote (770)5/19/1997 2:43:00 AM
From: George T. Santamaria   of 6136
 
<I've read over 300 messages on this thread and little if anything has been mentioned regarding possible
competition from Vertex's PI. IMO, Vertex's drug may currently be the most substantial threat to AGPH
long-term success in the PI market. Any scientifically erudite folks out there have an opinion on this?>

Let me throw in some financial questions too:

Will the Vertex drug be inexpensive to manufacture as Viracept is?

Is the Vertex PI superior to Viracept? Viracept appears to be good enough -- fairly easy to treat patients with. It's a quantum improvement over the Merck PI. Will the Vertex PI reduce the cost of treatment significantly?

What would happen if AGPH cut the price of Viracept when the Vertex PI hits the market? Will Vertex recover their R&D expenses -- sufficient to justify another $billion market cap.

I would find the answers to these questions most interesting because in this business timing is everything.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News