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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Larry Liebman who wrote (775)5/21/1997 9:50:00 AM
From: scaram(o)uche   of 6136
 
Larry....... I have a major stake in neuro.

I own both SIBI and SNAP. If you visit their respective threads here at SI, you can probably coax some comments out of neuro freaks like John De Castro. I don't share values with management of IPIC and won't own them. CORX I don't like. I don't own NBIX, but I have confidence in Gary Lyons. COCN has been very poorly managed from a tox/physiology view, but didn't they recently sign a new/interesting deal?

Obligatory AGPH-related comment..... there was an estimate in BioWorld (by a PaineWebber analyst??) that Viracept has captured 11% market share (please double-check).

Disclaimer: I own SIBI, SNAP and AGPH, and have a vested interest in their appreciation. I am not qualified to make recommendations. Do your own homework.

Cheers! Rick
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