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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Izzy who wrote (4479)6/12/1998 1:28:00 PM
From: scaram(o)uche  Read Replies (1) of 6136
 
Izzy:

I see this deal as a "wait and see what the upside might be, while covering active immunotherapy". Margie has mentioned a renewed interest in active immunization. Let's see what this HAART data looks like before speculating about upside.

Maybe that's not clear.... Johnson always tries to keep a step ahead of the next guy. I think he just took a "what if" away from those who might want access to his sales force.

Nope, I don't have a grasp on revenues/earnings potential. One might picture something like a vaccine, a PI, and DMP-266.

I'm not too focused. :-)

If there's compelling data from the vaccine work with HAART.... it would be yet another step into eradicating part of the pain in the "S" of AIDS. Let's pray that we can start, near-term, to call it "ACIDS"..... acquired and chronic immune deficiency syndrome. Most of us live with herpes viruses that would kill us in the absence of active immunity. If active immunity can play a role in limiting pathogenicity, compliance issues would change. Life would get so much better, for so many. Go IMNR!

Rick
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