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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Henry Niman who wrote (5729)12/4/1998 2:00:00 AM
From: Joe E.  Read Replies (2) of 6136
 
As the Everen update indicates, the December 1 treatment guidelines suggest using a protease inhibitor, generally counseling against a Sustiva based protease sparing regime.

The guidelines are in a long pdf document, but there is a clear summary on page 2 or page ii. hivatis.org

Generally the Sustiva fears seem to have been overblown, which may account for some of the strength in the stock.

The guidelines also now recommend active treatment for those seroconverted (infected) within the last 6 months, which I think is new. This is an additional group being recommended for treatment. In the last version of the guidelines it could be inferred that such persons without symptoms did not need to be treated, although this was left ambiguous.
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