Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: John Metcalf who wrote (852)	6/24/1997 8:42:00 PM
From: scaram(o)uche	of 6136

for disclosure..... I haven't posted much in this thread over the last few months. However, I was an early proponent for AGPH here at SI and in misc.invest.stocks since Spring '95. So...... for the sake of disclosure...... I sold my AGPH shares a couple of weeks ago. I like to find early-stage companies that I think are undervalued, companies with good bench scientists and flexible business plans. I don't feel comfortable with companies as they transition to profit. It's just my style. Peter Johnson, Donna Nichols et al. have, IMO, consistently set realistic objectives and communicated honestly and openly about their chances. I have merely moved my AGPH profits to companies that are at an earlier stage of development, companies that are more of a "venture" model. Thus far, I've left about $4/share on the table. :-( I still say that Japan Tobacco would be nuts not to consider a big hunk of Agouron. I'm outta here. Good luck to everyone in all your investments! Rick

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