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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: Randy Schmid who wrote (1941)9/30/1997 2:38:00 PM
From: Henry Niman   of 6136
 
Randy, Under AOL my name is HenryNFox (at least when I joined they did give enough letters to add Chapel). Jesse Eisinger has yet another article at thestreet.com . His latest report indicates that there is confusion on how to treat. Patients in well controlled trials are getting unprecedented benefits, but those "in the field" aren't doing as well, with 53% (UCSF Study) failing PI therapy. I'm not at the conference and can't tell what the shakeout will be, but Eisinger suggests that a consensus on who and how to treat is not at hand. He indicates that if HIV becomes a chronic disease like diabetes, there will be room for all players (on the treatment side), but if certain drugs like PIs are held in reserve, there could be a major shakeout. Should make for interesting reading.
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