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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: sam who wrote (5096)8/6/1998 5:43:00 PM
From: Joe E.  Read Replies (1) of 6136
 
Nice price comeback today.

When I first read the 10K I thought that AGPH was dedicating all of their cash flow to R+D, but after some study it looks to me now that they should be able to build up their cash and investment position by maybe 30% per year for the next few years. This while increasing R+D significantly.

I think a growing cash position will be positively perceived.

Alternatively, they may make another drug or company acquisition.

My model has a current value of roughly $40. For some reason revenue after fiscal 2000 seems very hard to forecast, though, so there might be other opinions.
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