Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Steve Fancy who wrote (4163)	4/27/1998 3:55:00 PM
From: JR	Read Replies (1) of 6136

Steve, Thanks for your response. IMS weekly data is definitely not as good an indicator as monthly. That's a given. Viracept's market share will not go up in a straight line or consistent manner. Sometimes there is backing and filling. Most important to know how the drug is working vis-a-vis the other PI's. What the prescribing physicians think. Lastly, rationality rarely exists in the stock market or is reflected in the stock price. Agouron swings from wild enthusiasm to pessimism. A lot of negative sentiment since Roche and Agouron ended the Cancer development deal. Agouron hasn't been too verbal on what might happen or hyping any new drugs. Instead, they continue to build Viracept franchise and work on the pipeline. In the low 30's, the stock is 15% to 20% below where it traded just 2 weeks ago. Maybe a good buy again, rather than a sale.

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