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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: David S. who wrote (3477)12/30/1997 5:56:00 PM
From: Miljenko Zuanic  Read Replies (2) of 6136
 
You read me wrong. Your assumption, if I am correct, was that Merck will push Crix/Sustiva combo and tried to capture back market which they have lost. Sustiva is good RT drug, they can offer higher discount by offering combo with one or two more RT, but the some can do AGPH/Roche (with GILD help) or VRTX/Glaxo. So they are equal in drug performance/marketing strain. Nobody win, nobody lose. AIDS victim will have lower drugs cost because of the higher competition, which is the only positive thing from this race.

mz
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