Dear John (another Dear John letter) - I cannot dislike you on a personal level. From your postings, I feel that you should have taken some time off and gone to a Club Med at Playa Blanca in Mexico prior to moving from San Diego to your new home in New England. Kick back on the sand for a bit, helps clear the mind. You're amazing, and your name isn't even Kreskin! All I do is state the cash on the balance sheet of 2 companies, and you get quite defensive and twist that plain statement and assume that I am implying that AGPH is going to run out of cash. A couple million shares of new stock sold in a secondary offering is a wild card in any analysis of Agouron. I must say that the real reason I know your opinions of AGPH have no weight is that you must not be a bright person - I don't care if you went to Yale - Bill Clinton went there too, but look - you moved from San Diego to fucking New England - You are looney! You're the one who needs therapy. Was the price of natural maple syrup too expensive in San Diego? Do you enjoy tapping your own maple tree for fresh maple for homemade pancakes in the frozen New England winters? Post your address and I'll send you some wool blankets when you start freezing your butt off in February.
Part 2 - Back to Agouron - (at least they were smart enough not to locate in New England) to ALL - How important to the story is the notion that HIV mutations are "different" in the presence of Viracept triple combination therapy vs. CRIX, etc., so that in theory, you should start therapy with Viracept and then when/if the virus mutates/evolves/whatever to the point where resistance of the virus to the therapy is high, you can switch to triple comb. therapy with Crix or the Vertex/Glaxo drug, etc? I am being quite serious in this question and am interested in your responses.
Part 3- Given the different mutation stuff described above, how important is it that you could start with CRIX in triple combination therapy, then when that stops "working", switch to Viracept therapy - just like my question in Part 2, but reversed. So, in sum, how important are these notions?
Part 4 - As investors, plain old concerned citizens regarding the HIV situation, and health care consumers ourselves, we all realize that what is state of the art scientific belief today may be thrown out the window 18 months from, especially regarding HIV. So, if anyone expresses a belief in this forum that turns out to be disproved in the future, I don't think that person should be burned at the stake - the leading figures in HIV research (look at how much was incorrect about AZT) have even been shown to be wrong about a lot of stuff. I'm just putting this here to hopefully open the forum up a bit without putting people too much "on the spot". Actually, I've been made aware that some of my own beliefs about PI's are actually incorrect, and later on , I will detail my errors - just to show you that I will admit my mistakes - that I am not such a nasty guy after all.
5. I've got to go now, I have an urge for pancakes and real maple syrup. |
