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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: BadMan who wrote (747)5/15/1997 3:14:00 PM
From: scaram(o)uche   of 6136
 
I'll avoid your more provocative, Viracept-related points and focus on the Alanex arguement. This is exactly the feel that I get. Alanex was doing well as a stand-alone. They obviously had the Roche Bioscience and Icos deals in-hand. Why accept a million volatile shares?

I feel that the deal was done to create an integrated drug discovery machine with an effective marketing/sales team, that AGPH is now a prime candidate for a CHIR-like deal, and that Alanex management knew that such was the case. *If* such was the case (big "if", and one should do their own homework), that million shares will soon be worth about $120 stable million rather than $60-70 volatile million.

Just my $0.02.

Cheers! Rick
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