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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Henry Niman who wrote (2367)10/17/1997 8:52:00 AM
From: Peter Silsbee   of 6136
 
Not sure what you mean by the two populations of patients. Resistant strains are somewhat dependent on numbers required. I suspect that most patients have a few copies of resistant virus, but its emergence is dependent one many factors, many of which are host dependent.

Sounds like you do understand what I meant, but disagree with me. I suspected that this might be a weak point in the model. Do others on this thread with medical knowledge agree with Henry that "most patients have a few copies of resistant virus?" If so, what prevents those few copies from quickly becoming lots and lots of copies? The other drugs in the cocktail?

I think it still may be a useful simplification, when trying to model failure rates, to consider these two populations.

My point was that PIs would ... not represent ... a "cure" ...

No argument here.

PLS
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