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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: billkirn who wrote (3939)3/17/1998 9:30:00 PM
From: Peter Singleton  Read Replies (1) of 6136
 
Bill, Steve,

I've mentioned this before, but I think Fortovase may have stalled out AGPH's increases in market share. It looks like Fortovase is taking from Crixivan the .5 - 1.0% in market share monthly that Viracept was until November or so.

It'll be another couple of months at least before the data are conclusive, though.

BTW, Crixivan is an easy target, product-wise, although hard to dislodge from the prescribing physicians, due to inertia (especially among the non-HIV specialists) and Merck's marketing presence. I'll be interested to see if Roche goes after Viracept at some point.

This all makes me wonder if a (possibly minor) contributing factor to the rich cancer deal Roche initially signed with AGPH was the access to a viable PI when Saquinavir was all they had, and if a (possibly minor) factor in their willingness to play hardball on the cancer deal late 97 was the excellent clinical data on Fortovase, and hence, a lessened need for Viracept (and for a good relationship with AGPH).

Peter
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