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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: scaram(o)uche who wrote (5447)10/3/1998 5:41:00 PM
From: sam  Read Replies (2) of 6136
 
"Haven't we heard of the scenario? We invented it."

Let's give credit where credit is due. Actually, Richard, I believe YOU were the very first to posit the DD/AGPH thesis on this thread. Seems Wall Street is listening. I wonder who else? That said, there have been some changes since you first came up with the theory. DD stock price has lost substantial ground and AGPH has risen dramatically. Questions: Is Sustiva going to be a blockbuster? (I'm not sure anymore). But, if so, can Sustiva sell itself? In other words, does DuPont need AGPH's stellar sales force...at this price? Couple of weeks ago they could have snagged AGPH for a song. But now? Lots of questions....
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