Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: scaram(o)uche who wrote (4392)	5/27/1998 4:20:00 PM
From: Peter Singleton	Read Replies (1) of 6136

Rick, In picking du Pont to compare price to book and price to sales w/ AGPH to point out how the market currently undervalues AGPH with respect to pharma companies, you of course understated your case ... since DD is primarily an oil and chemical company, both mature industries. Even choosing your basic average big pharma like AHP, their trailing Price to Sales is 4.45. Pfizer, a special case, has a PSR > 10. Any way you look at it, the leading biotechs are extraordinarily undervalued compared to big pharma. I'm not sure how this capital market imbalance will resolve ... Peter p.s., I don't foresee a case in the near or intermediate future where AGPH will manufacture Viracept ... p.p.s., still have to factor in somehow JT's 50% profit share on Viracept in assessing a "fair" value for AGPH

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