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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: JOHN W. who wrote (2958)11/23/1997 4:39:00 PM
From: Joe E.  Read Replies (1) of 6136
 
John W.: your last two posts mention LMoss and his estimates.

Ask him yourself, but I think he has included expanded double protease inhibitor use in his estimates, as he took me to task on this point several weeks ago.

More re Friday's fall: In addition to the option expiration madness, there was an article on ABC's online news site about AIDS research:
abcnews.com
which was a brief recitation about the immense and growing research into this disease area. No new news, just more of the same, really.

I can remember (was it last year?) when there was serious doubt about all of the research investments into AIDS treatment ever generating a profit. The whole market potential was thought to be less than $1 billion. Now it is clear that Viracept alone will likely pass that number.
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