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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JOHN W. who wrote (2828)11/16/1997 1:35:00 PM
From: Oliver & Co  Read Replies (1) of 6136
 
The only names I remember, outside from the presenters are Mashaan Guy (rep), and Ginna Chapple, Manager, Customer Relations. There were some other corporate people but I do not remember the names.

You are right, this company does business different, which is a satisfaction.

They gave us some very interesting statistics:

As of August 1997.

HIV Patients in US 900,000 est.
Undiagnosed 288,000 - 32%
Diagnosed, not under care 318,000 - 36%
Diagnosed, under care 294,000 - 32%
Of these under care:
No teatment 57,000 - 6%
Non-PI 54,000 - 6%
PI + 183,000 - 20%
Of the ones on PIs:
Cryx 78,000
Viracept 47,000
Invirase 37,000
Norvir 21,000

We can make all kinds of assumptions, but I think the problem with HIV disease is extremely complicated. And there are no simple answers.

As of 06/02/97 the CDC HIV/AIDS Surveillance Report, Vol.9, No.1.

No. Adult/Adolescent Cases 604,176 62%dead
No. Pediatric Cases 7,902 58%dead
Total reported cases 612,078 62%dead
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