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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: David S. who wrote (3099)12/3/1997 8:52:00 PM
From: JOHN W.  Read Replies (2) of 6136
 
It is my understanding now (not confirmed) that evidence has been presented to SEC of a collaboration between 4 people that have/had a unproportional short position and one that had bought a very suspicious options position (Nov 20-21) when it was first discussed btwn Roche and Agouron to discontinue Thymitaq. Furthermore, the "conspiracy" theory against 1 analyst-2 managers and a few editorials will most likely be investigated.

This could get very ugly. If anyone believes that there was something illegal re insider information, I would encourage you to contact the SEC.

Think this is a paranoid thinking?

Another poit: Vertex's PI is a collaboration with Glaxo. At least one influential person on the street has reffered to the Glaxo PI and the Vertex PI as 2 seperate PIs that will provide competition in 1998 for Agouron. This is a deliberate lie, and I am turning it over along with other information that I have obtained to the SEC.
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