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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Izzy who wrote (3176)	12/7/1997 11:06:00 AM
From: PAL	Read Replies (2) of 6136

Dr. Izzy, you are valuable contributor to this thread, and just like you I am long on AGPH. Nevertheless as an investor, I would like to keep abreast of the competition. I feel that you are too harsh in your post to Biao. This Sunday edition of San Diego Union Tribune has an article on the front page of the Business section with the headline: AGOURON'S AIDS - FIGHTER FACING A CHALLENGER Massachusetts biotech readies drugs for market . The article basically says that Joshua Boger of VERTEX wants to give Agouron a taste of its medicine. Vertex hoprs to top both AGPH and MRK for PI. The drug Amprenavir is in Phase III clinical trials and could be a year away from the market. Boger claims advantages in nearly every area : fewer side effects, easier dosing schedule and less likelihood of patients' developing a resistance. Crix patients are told to eat before each dose. Viracept patients are instructed to always eat at the same time they take drugs while Vertex does not have such requirements. The drug will be marketed by Glaxo. Like Agouron, Vertex is a proponent of "structure-based drug design," which involves using computer models to study disease-causing proteins and design chemical compounds to interact with them. The article is sufficiently long and I always scored an "F" in typing, but I believe that article will be available online tomorrow. Of course if you are in Southern California, you might want to get a copy. The last paragraph of the article: "Analyst Edmund Debler of Mehta and Isaly in New York is bullish on both Agouron and Vertex, largely because he expects the market for AIDS drugs to grom to $ 5 billion by 2000" For online access: uniontrib.com Dr Izzy, what is your view of Amprenavir? As an MD have you had a chance to read what Vertex is doing considering that once you were a shareholder? Your input will benefit all of us. TIA Paul

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