Agouron Pharmaceuticals (AGPH) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Agouron Pharmaceuticals (AGPH)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Izzy who wrote (4970)	7/23/1998 8:33:00 PM
From: billkirn	Read Replies (1) of 6136

Izzy: ( Your theory ) Could be a very good one. Peter Johnson has always wanted to stay small to encourage innovation and minimize corporate issues. The HIV focus and direction is pretty well complete. New drugs in this field are being purchased from outside the company. A major portion of the company is becoming sales, marketing, mfg., drug approval oriented. I think Peter prefers discovery, R&D, and innovation. Split the organization so that the HIV business can be sold to Dupont, and Peter can manage and run Agouron2. The greatest short term value increase comes from new discoveries and he is good at managing this stuff. He may be having trouble or just doesn't like managing sales, marketing, and mfg. Anyway, I like your theory and like the prospect if this comes true over the next 6 to 12 months. Agouron1 may go for $2 billion, especially if Remune proves effective. This would give shareholders around $70 per share value, kill the shorts, and provide another run at blockbuster drugs with Agouron2. Aren't dreams wonderful. Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next