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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: scaram(o)uche who wrote (4946)7/22/1998 11:53:00 AM
From: Timothy Kross   of 6136
 
I have been an Agouron shareholder for a number of years. The present price weakness is an excellent opportunity to dollar cost average more shares into the portfolio.

In essence, there is nothing that will replace PIs in the AIDS armamentarium in the near future. I believe the only thing that will do them in is drug resistance in the HIV naive patient. The July 20th issue of AMA News, page 52, has an article on treatment of HIV. A physician survey by Louis Harris and associates indicates that many people are not being treated presently with state of the art triple drug therapy that include a PI, and two NRTIs. They are recommending an HIV specialty board to assure that present treatment guidelines are being met.

It appears that there will be many cases of AIDS that were treated with one or two drugs, not including PIs. This means that when they relapse, there will room for PIs because they will be PI naive. This could be an excellent market for PIs and Sustiva.

Best regards.

Tim
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