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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: BriBear who wrote (2259)10/9/1997 10:32:00 PM
From: JOHN W.   of 6136
 
Due to the rather disappointing reaction to all the very positive events that this company has had, I have decided to return and fight another day.

Welcome to the thread Bribear: I would like you to consider your concern of "HIV drug pipeline is picking up speed and older (relatively) drugs will get bumbed quickly in favor of newer ones."

1. I believe you are actually right, however the only second generation PI on the mkt for at least 2 years will be Viracept. As I was searching through the.street.com I found this article (10/3/97) on VRTX re VX-478 (not that I am confirming anything written in the.street.com):
archive.thestreet.com
I was not aware of the VX-478 dosing regimen, 16 pills a day. Fortovase (soft gel saq) requires , I believe 18 pills a day. Rit refrigeration requirements and taste make it equally non user-friendly.
While BID Crixivan and BID Viracept prepare to enter the mkt (I don't have an estimate of the timeframe).

80 by Nov
P.S. I have an uncanny misfortune of buying this stock at it's peaks too. Bought more at 56. moan.....
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