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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: Joe E. who wrote (2257)10/9/1997 10:58:00 PM
From: JOHN W.   of 6136
 
Morgan Stanley analyst note summary: A Second consecutive Blowout Quarter (10/8/97).

Summary of the key points:
1. " Viracept revenues of 75.4 million reported for fiscal 1Q98 eclipsed our estimates of $65 million producing a second consecutive blowout quarter.'

2. "we have raised projected Viracept revenues to $345 million from $320 million for fiscal 1998 and have raised our F1998E EPS to $0.86 from $0.72. We are conservatively maintaining our revenue forecasts in 1999 and 2000. Strong buy affirmed: price target $70.

3. "The company indicated that growth continues to be strong, despite the apparent slowing of the weekly IMS prescription data, and indicated that orders for the last several weeks have been at an all time high."

4.. " In addition, according to the company's estimates, up to 15% of patients are taking two protease inhibitors in combination. This serves to increase the protease inhibitor market as a whole."
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