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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: Peter Silsbee who wrote (3237)12/8/1997 9:18:00 PM
From: tommysdad  Read Replies (1) of 6136
 
Re: Thymitaq outlicense.

This wouldn't make much sense. AGPH is not a large company, and a $25M drug would still be important to them. What kind of market are we talking about for liver cancer? Pretty darn small. If AGPH is not willing to take it forward, who would be? Normally, small market drugs are out-licenses from big pharma to much smaller companies, often for a stake of the smaller company (code for "dilution"). Does AGPH really want stock from a smaller biotech? They would probably want cash, and any company smaller than AGPH isn't going to have any.

If AGPH isn't taking Thymitaq forward, it's dead.

A more likely scenario is that AGPH will IN-LICENSE a small market drug from someone else, preferably in the cancer arena. That will get them out of the "one-drug-company" rut and re-awaken more Street interest. Rumor has it they had an in-license lined up a few months ago, but I haven't heard anything recently. Anyone? Anyone?

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