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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JOHN W. who wrote (1931)9/30/1997 10:13:00 AM
From: Henry Niman   of 6136
 
John, I was focusing on the news (at least to me) which was the resistance profile. In the past I have recommended AGPH when asked, and the recommendation was based largely on projected Viracept sales. I had that the drug offered a better resisatnce profile. When I read the article in thestreet, I was a bit surprised and came over to this board. I hadn't realized that thestreet article had been mentioned the night before and posts indicated other posters hadn't noticed it either. I gave a brief synopsis and was somewhat surprised at the conspriracy mentality. Thestreet report seemed to be at odds with the general take on Viracept, so I looked for an explanation which I think is fairly clear. However, since I haven't followed AGPH that closely, I was curious about in vivio data on resistance, which no one has answered yet.
AGPH's price has rebounded this morning.
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