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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: per strandberg who wrote (2728)11/12/1997 7:36:00 PM
From: Oliver & Co  Read Replies (1) of 6136
 
Combination therapy with Invirase and Norvir has been largely published. But Saquinavir can actually be used in combo with many other drugs (except antagonistic with Cryx). One good combo is actually Viracept/SQV, since Nelf will increase SQV levels significantly.
Re. life of Viracept, it should very strong in the US, for at least the next 3 years. The 141 product should not affect it when it is released probably mid-late next year. 1592 can be used in combo. I do not foresee any significant new drugs(UNFORTUNATELY) for the next 3-4 years. After that it will continue strong in other parts of the world.

JLL
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