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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JOHN W. who wrote (894)7/8/1997 1:52:00 PM
From: JOHN W.   of 6136
 
Just some info that I have not seen here so I thought someone might care about the numbers:
1. IMS reported data for the week ending 6/27/97:
-New scips: 3,011 up 17% rel to prior week of 2,580.
-Total refills:3,182 up 17% rel to prior week of 2,709.
-Total scrips: 6,193 up 17% rel to prior week of 5,289.
2. Overall total scrips for PI(s) were down 6%. The other PI(s) were down or insignificant growth. It is obvious that Viracept accounted for all the growth in the PI market
3. My calculations estimate: 26-28% for Total scrips and approx 20-22% for new scrips.
4. Next week's data should show weaker numbers for all PI (s) due to the July 4th Holiday.
5. The International Workshop On HIV Drug Resistance, Treatment Strategies and Eradication conference in St. Petersburg, FL (June 25-28) reiterated/validated facts posted in the thread on why Viracept must be used as the first line PI. Why has no one brought this up?
I have some of my notes on this conference (propably old news to most of you) that I can post if anyone is interested.

Regards, John.
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