SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JOHN W. who wrote (5815)12/29/1998 2:47:00 PM
From: billkirn   of 6136
 
John: Tape Reader buy rec. around Dec.3rd.
Message 6661657

This upward move is becoming a little too much, makes me nervous. However, compared to the internet stocks, AGPH has real and expanding earnings and a solid future. If CSCO can maintain a 100pe, can Agouron with its growth potential maintain a 100pe? Maybe.

Something to watch out for is the approval of the Vertex PI. I don't think it will dramatically affect sales of Viracept but could add some uncertainty to expectations and might change sentiment some. It is expected almost any time. Short term players beware.

If we could blow out a majority of the shorts with this move, I think it would enhance stability in the stock price.

I also suspect we are getting closer to an attractive ( for Agouron ) buy out price. I hope they don't sell out.

Bill
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext