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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: margie who wrote (3955)3/24/1998 2:20:00 PM
From: Peter Singleton  Read Replies (1) of 6136
 
Margie, wow, what a great post.

Do you have the detailed IMS data for February? If so, could you post (actual numbers for all the PIs + IMS adjustment factor).

A couple of points.

1 - I thought the Fortovase+Invirase combined scrips were increasing market share, based on (the very early) data in December and January. I wasn't aware they flattened out in February. Who picked up the slack if Viracept and Ritonavir were flat, and Crixivan dropped? You're right of course that the relevant market share # for Roche is the combined number.

2 - The Fortovase clinical data I was referring to were published in Chicago ... showing excellent efficacy and tolerability, seemingly on a par with Viracept.

Peter
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