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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: margie who wrote (4027)4/14/1998 2:53:00 PM
From: Brian Malloy  Read Replies (1) of 6136
 
I think a few analysts will be caught a little flat footed for many of the reasons that you point out in your post. They seem not to understand what protease inhibitors do, that they are given in combination for therapy or the emergence of resistance. The more protease inhibitors you have in the doctors armamentum of choices, the better for the patient and for that matter the drug companies. It is synergistic.

It appears that there is a good possibility of an earnings surprise. AGPH looks on paper like it might come in anywhere between .39 and .43 for the quarter. The closer we are to the .43 figure or above the better our chance of getting a breakout on Wednesday.

Good Luck to all,
Brian
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