Your post got me thinking that the children's Viracept studies might actually (1) reflect on the close communication between AGPH and FDA, and (2) be a bigger springboard, near-term, for share price than I had considered. So, I emailed IR at AGPH. Turns out that Donna was working until 8 p.m. last night (Saturday!...... they're possessed). I didn't send her the post from the NATAP site, but I did mention the notice to her and asked about studies in kids. She responded that they've been in kids for a few months and that they've recently moved into multiple dosing studies. They expect info on that by the time the retroviral meeting rolls around end of January.
I always look down the road for "psychological obstacles" that could be thrown in the path of AGPH. As I've discussed, I bailed a couple of weeks ago awaiting the news of the combined saq/norvir trial and of delavirdine. As it turns out, delavirdine was not even a bump in the road, and I got back in Friday morning. The next big hype issue that they may face might be Glaxo's 1592U89 in combination with the Vertex PI. While there are many exciting questions surrounding 1592U89 (e.g., will Glaxo canibalize 3-TC and BCHXF?), I think investors are getting the idea, finally, that AGPH's business plan has been headed toward an open window and that it just may sneak through such. Watching tiny AGPH manage money and shares while taking on Roche, Abbott, Merck and Glaxo has been a blast.
I'm obviously as biased as they come, and I'm not qualified to make recommendations. I own shares of AGPH and have a vested interest in their appreciation. Do your own homework.
So, mark that date......... end of January.
Rick |
