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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Steve Fancy who wrote (4668)	7/1/1998 2:04:00 AM
From: Steve Fancy	Read Replies (2) of 6136

The last four posts (4670-4673) neatly summarize and archive all four of AGPH's deals since June 11. I'm trying to understand the significance of each announcement, where the information flow stands, and what spin analysts may put on this story when its all done and over (Monday?) I'm sure in my attempts to consolidate information into one thought pattern, I've skipped over posts that may answer some of my simple questions. Please bear with me. Anyone that is willing to answer any of these questions will help boost my understanding of what's going on and I appreciate it. Thanks - sf *Post #4670 - AGPH and IMNR (Remune) - 6/11/98* 1)I thought initially that Remune was a vaccine. Apparently it is not? 2) Is this potentially a new breakthrough in HIV treatments? This is not a protease inhibitor? 3) Based on the terms of the deal, this affiliation seems to the most highly regarded, or considered to hold the most potential by AGPH? 4) We're still waiting for key information regarding this drug on Thursday morning, or is the scoop out and I missed it? 5) Remune is in phase III trials and expected to file for FDA approval mid-99? *Post #4671 - Alanex and Zeneca Agrochemicals - 06/18/98* 1) This apparently is just a contract allowing Zeneca access to Alanex research data for unrelated purposes and for an undisclosed amount - end of story? *Post #4672 - AGPH and Shionogi & Co (S-1153) - 06/29/98* 1) SS-1153 is an NNRTI (as if I know what I'm talking about). This drug is based on the same technology as the hot drug of the day, Sustiva? 2) The story mentions that phase I studies on SS-1153 will be released this week. Does anyone know if this data has been released? 3) Is there reason to believe this will be a significantly better product than Sustiva? 4) This appears to be the second most significant affiliation announcement of the three? 5) Anyone know what stage of trials the drug is in currently, or seen speculation on time frames of potentially bringing to market? 6) Is there much known competition in NNRTI drug R&D as there appears to be with protease inhibitors? *Post #4673 - AGPH and Japan Energy Corp. (JE-2147) - 06/30/98* 1) This drug is apparently some new generation protease inhibitor capable of dealing with strains that have become resistant to all other drugs? Does this include the NNRTI type drugs, or can they potentially accomplish the same thing? How large of a problem has this become...I don't think I've read much about patients failing all available treatment methods? 2) The story suggests the data on this drug has already been released? If so seems it was received by the markets with a yawn. 3) They haven't started phase I trials yet? Best case would be sometime on 2001? 4) This deal seems to be the least significant of the three?

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