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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: sam who wrote (4595)6/29/1998 1:01:00 PM
From: scaram(o)uche  Read Replies (1) of 6136
 
Sam:

For what it's worth, this is the same question that I'm left asking this morning.... what would the competitive landscape look like, DMP-266 versus S-1153?

Note the following, however.... "S-1153 is fully
active in vitro against HIV containing the most common genetic mutation
associated with resistance to other NNRTIs including efavirenz
(Sustiva(TM))"

Johnson and Snyder have built a potent sales team. They're just dangling the hook with a bigger and bigger worm.

Makes big pharmas more likely to look at that experimental data relating to integrase inhibitors. Makes big pharmas more likely to take a second look at third generation MMPIs. Makes big pharma more likely to look at the non-HIV-related anti-viral pipe.

These guys/gals are brilliant. They're providing leverage where the leverage folks were focused on 3340, worrying.

Cheers! Rick
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