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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Izzy who wrote (3541)1/6/1998 1:57:00 AM
From: Peter Singleton  Read Replies (2) of 6136
 
Izzy, JLL,

The more I read about HIV / AIDS and various treatment options (e.g., I read all of Margie's links the other day), the more convinced I am that current medical practice in this area lags what's clinically sound.

Why is any doctor still advising their patients to hold off on HAART? I know, I know, there are guidelines that suggest this until the disease progresses, but isn't the evidence compelling on this issue? And who is prescribing all of the Crixivan, and the Norvir and Saquinavir not used as combo therapy ... I mean to new patients.

And I agree with you guys, why are patients going to doctors who aren't specialists in this treatment area?

Of course, I'm sure all of these issues apply to every major disease condition ... but they do argue for continued growth in the PI market and optimism about Viracept's future sales prospects (of course depending somewhat on future clinical results for Viracept and the other PIs). Sooner or later medical practice is going to have to get closer to what's obvious at least to this observer.

Peter
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