Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JACK SHOYKHET who wrote (491)	3/16/1997 10:41:00 PM
From: Larry Liebman	of 6136

Went to hear Jim McCamant talk of and about biotechs on Saturday...He'll be selling a portion of his AGPH portfolio on Monday...But, before jumping to any conclusions, consider the rest...Apparently,in his last newsletter he committed to selling a percentage the day after approval was given for Viracept...What he believed was that the price would be(quote), "20 to 30 points higher..If I could undue my commitment to sell(said he), I would"...He stated that he believed that within 3-6 months Viracept would be the leading protease on the market...He continues to be highly positive towards AGPH...McCamant also mentioned Somatogen, Arris, and Isis, as stocks he would buy/hold for the long term...

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