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: Pete Holm who wrote (678)5/3/1997 5:39:00 AM
From: Lee Warzala   of 6136
 
Nice job of supporting both margie's and David S.'s arguments. There are two things I also noticed in the quarterly reports. First, they had $13.4 million in sales. Assuming a three month supply, that's 9500 Access patients on the drug before it was approved. Secondly, taking out the sales, they would have gone to market with at least $48 million in inventory. Any ideas if these are good or bad? Seems to me that if they produced $53 million in four months (or $159 million annualized) that's a little less than your numbers.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext