Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: PAL who wrote (4323)	5/18/1998 3:43:00 PM
From: Robert L. Ray	Read Replies (1) of 6136

To All, Well I added more to my position on the weakness today so AGPH is now my largest holding. Man is this thing a bargain. It's being penalized for being a one drug company when most biotechs are no drug companies. Of course everyone one here knows that, but it bears repeating. People are afraid of competition lurking out there somewhere. Well for sure Viracept is not subject to any more potential competition than any other number 1 in it's class drug. Another way I look at it is compared to XYZ Hi-Tech company with a top selling product the solidity of market share for Viracept is most excellent. If it goes down another point I'm selling something else and buying more AGPH. It's the best bargain with tremendous growth potential I see in an overpriced market by a mile.

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