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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Peter Singleton who wrote (4390)5/27/1998 3:24:00 PM
From: scaram(o)uche  Read Replies (1) of 6136
 
Peter:

I sort of loosely follow the thread. Maybe I've missed it, but there hasn't been any conversation regarding DuPont buying out Merck's share of DuPont Merck and the fact that DuPont assumes responsibility for marketing DMP 266 in the U.S.

Sitting here on the target that the major underwriters are playing, a market cap of exactly $1 billion.

Anyone familiar with DuPont's U.S. sales force for pharmaceuticals, and if they were previously targeting AIDS docs? Anyone have a handle on Viracept margins if production was "in-house"?

As I indicated in an earlier post, we need to keep an eye out for which offers Johnson might be getting, and which he might find attractive....... the ratio to watch here is price to sales, not price to earnings.

There are some strong stocks out there in pharma land....

price:book.... DD, 8.3..... AGPH, 4.5
price:sales.... DD, 2.0.... AGPH, ??

Cheers! Rick
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