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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Henry Niman who wrote (4782)7/7/1998 9:38:00 AM
From: Peter Singleton   of 6136
 
Henry, do you have any thoughts on Remune or IMNR?

Peter

btw, in the interests of full disclosure, I took a trading position in IMNR after the AGPH deal ... but don't consider myself fundamentally long or short on the company, since I don't know enough. I think the data on Remune are very interesting and very promising, though we need to see how changes in immune system markers translate into clinical benefit. In some ways, IMNR's development efforts appear to have suffered from the lack of understanding in the past of the importance of the immune system in a patient's success or lack of in fighting HIV. And it's still not clear what the appropriate markers are ... why Remune trials have to pave new ground.

But interested in hearing your take.

Peter
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