Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Intel Trader who wrote (4858)	7/13/1998 2:24:00 PM
From: schadenfreude	Read Replies (2) of 6136

>> If Agouron is in difficult straits, then Vertex is probably worse off. The company has a market cap of $530 million, but has yet to launch its long-delayed PI. Its protease inhibitor is still not launched and was shown to not have a potency or resistance advantage at the Geneva meeting, according to several investors who attended. Rumors abound that Glaxo will give back rights to the drug to the biotech company -- always a bad sign. "I think to justify the current valuation, Vertex has to sell more Amprenavir than Viracept," said DLJ's Parker. Is that unlikely? "Yes." << Anyone considering hedging their AGPH position by shorting VRTX? $500M sounds rich unless they have something else in the pipeline. Just thinking out loud... Otaku

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