Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Biomaven who wrote (896)	7/8/1997 2:44:00 PM
From: JOHN W.	of 6136

Thanks Peter, I haven't been fol the consensus estimate closely enough, I thought it was a loss of 35 cents. I know Morgan Stanley raised their revenue estimates last week to 35 mil and 48 mil for 4Q and 1997 respectively from 24mil and 37 mil for these two periods. It seems to me that the 7 analyst who rate AGPH a strong buy have all underestimated this incredible product launch and are doing last minute revs prior to the earnings report. The consensus est is going higher but no response in the price. As the 4Q est goes up the lower the shock will be when the earnings report is released in late July/early Aug (when the shorts will pay the fiddler). I will pass my review of the 25-28 conference soon. As far as the IMS data, these numbers vastly underestimate the true number of scrips for nelf. Regards, John.

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