Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Robert L. Ray who wrote (4338)	5/19/1998 4:09:00 PM
From: Bryan Arnold	Read Replies (2) of 6136

I may be wrong about the Roche deal but I thought that we got money based on Roche's AIDS drug too and not Viracept alone. In addition, I thought that we got money from selling the drug to Roche and then when they resold it we got a certain % but 10% sounds too low. In answer to Steve's question, while it reassuring about the lack of competition for Viracept over the next three years, I still think the overall tone of the analysis is negative. $40 over the next 12 months would be only 14% above today's price. That is not even keeping up with their overall growth in earnings set by Merrill themselves. You would think that they are including a discount for the pipeline. Bryan

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