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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JOHN W. who wrote (1038)7/25/1997 10:06:00 AM
From: Biomaven   of 6136
 
John,

You wrote:
"Peter, these critics and yourself need to study more about antiretroviral therapy. Viracept's diarrhea has been completely overblown, and is only important for citics of the company's stock price. "

Hey - I was just reporting the WSJ article that mentioned Agouron, for the benefit of those that may not have seen it. On what basis do you accuse me of "needing to study more about antiretroviral therapy?" I neither supported or endorsed the report myself. If you look at my posts you will see I've never been critical of Viracept, (indeed I posted that I thought it was the clear first choice for new patients) and I've never been short the stock. (I'm a long-time shareholder, but sold at 90 and back in again around 80). My only disagreement with you is on what PE the stock will support, because I think David S. has a valid point (his only one!) in that the market will feel Viracept has a shorter "half-life" than the average drug.

I appreciate your informative posts, but please calm down!

Peter
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