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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Henry Niman who wrote (4583)6/29/1998 12:27:00 PM
From: scaram(o)uche  Read Replies (1) of 6136
 
Don't really know what to say, Henry. You dropped into the thread at a time where resistance patterns had been discussed for ages, starting with the potential marketing advantages that 30 versus 82/84 might convey to Viracept. You were arguing with some guy named John, and it was humorous...... the concepts that you were addressing certainly weren't new.... even in this thread.

Both you and John were equally short-sighted. PIs inhibit a single enzyme, and those available to date focus on a given portion of the active site. We already know that NNRTIs and NRTIs express strong synergy. We already know that a given NNRTI can complement deficiencies characteristic of PIs. You say "the key questions focus on duration and resistance". True, but the focus switched, some time ago, to circumventing the resistance, to finding drugs that are complementary such that viral replication is minimized or eliminated. PIs are a major part of that scheme.

Most scientists and sophisticated investors have taken your point as a given for quite some time. They've integrated it into one of several strategies, moving forward.

>> and the emerging viruses will be resistant to all three drugs <<

A very non-scientific statement..... what does "resistant" mean? Are there gradations? Do the 34% of patients who were treatment naive get Kaposi's and OI after they rebound? Have they gained nothing apart from a brief period of life with reduced expression of virus?
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