Steve, mind you I'm passing on Testact's post without evaluating what he says ... I just thought it was important to enter his comments into the debate.
To pass on my opinion, I have a lot of confidence in AGPH's management, and until I hear otherwise I expect PI's to be standard of care for some time to come (albeit including an NNRTI), and after Geneva, I think tolerability of all HIV therapies will become an even greater issue ... playing into Viracept's strengths. I don't know enough to have a strong opinion on Remune, though it looks promising and important.
All that said, it's important to listen to folks that don't have the same opinion as I do, having a healthy respect for the fallibility of my own judgement. Also, Testact is credible, and he's offered opinions on the Japanese inlicensed products, which I know almost nothing about.
I have a substantial stake in AGPH, and have no plans to sell, especially at these levels ... but I'm constantly scanning the horizon for information that would cause me to reassess my opinion.
There are some very smart folks around ... I suspect they can help us puzzle some of this out, but it may take a little while.
Peter |
