SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Agouron Pharmaceuticals (AGPH)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: scaram(o)uche who wrote (85)11/27/1996 12:08:00 AM
From: jay silberman   of 6136
 
Richard,

CNBC had a story yesterday on PIs. They said the focus now is on Agouron and Vertex, which analysts like because of fewer side effects. They interviewed an analyst from Bear Stearns, who sees a breakthrough in sales for the 2 companies in '97. (The reason for AGPH's jump today?)

However, he also said that Vertex's would be the PI of choice, because it has the least side effects, is the most convenient to take, and is the most effective. Also, Vertex has the marketing muscle of Glaxo-Wellcome.

Viracept, as you probably know, is due out mid-97; they said Vertex's would be out in '98. Any thoughts?

jay
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext