So right you are, margie! I do hope that everyone suddenly discovers value in oversold AGPH. And I'm guilty of looking for gratification short term, since that's where the options are currently. You can miss on these, certainly, and the company's value remains unchanged and ascending.
WSJ article on MRK missing estimates also mentions that Crix has 133 million in the quarter - compared to 80 million for Vira - quite good.
On definition of terms. Niman's biochemical backround and knowledge of the disease strike me as fundamentally correct - I don't believe there's an expectation that this will be eradicated by PI, combo PI, etc., except possibly a combination of therapies which outstrips statistically the virus' mutation possibilities. Thus I don't and never did take any umbrage at Henry's position. AIDS treatment has always been to my thinking more analogous to cancer chemotherapy's objectives - improve patient quality of life and its extension. Though the time frame is spread out relative to cancer, the analogy helps in thinking about future therapies, expectations, etc. There's currently nothing in Vira's profile that suggests it isn't every bit as potent as any other PI, more bioavailable than some, with much better compliance possibilities, and better toleration. My view is its the best PI around. Just never believed it would work in perpetuity; rather, just believed it would buy hopefully longer leases on life for people with the disease.
holding tight
Randy |
