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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: margie who wrote (2939)11/21/1997 8:27:00 PM
From: JOHN W.  Read Replies (1) of 6136
 
margie,

1. IMHO, we have seen incredible evidence to support early treatment, that dramatically opposes the thought of holding back PIs as a last line of defense due to resistance issues. Certainly this is very favorable, but does not seem to have gained much interest here since most of the physicians that post here on the thread have always been proponents of the "hit hard and hit early" strategy. Izzy/Oliver correct me if I am wrong..

2.Australian approval, should have beeen another positive tidbit..

3. Weekly scrips continue to show strength.

4. The DOW may have had an up day, but their must be a lot of skkitishness based on the huge number of puts bought today. This seems to be a very rare.

5. Clinton/FDA fastrack soundbite affect today's movement out of ignorance.

6. Down 30% in little over a month, leads to the obvious question:

WHAT HAS FUNDAMENTALLY CHANGED FOR AGPH SINCE IT WAS AT 56? (asian currency crisis, and the revelation that PIs are not a complete cure, although even Faucci now makes it clear that combination therapy with a PI should be initiated as soon as possible)

Really think there are no manipulations?
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