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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: sam who wrote (5860)1/9/1999 6:49:00 PM
From: Izzy  Read Replies (1) of 6136
 
Two biotech MSDW analysts follow AGPH: Douglas Lind, M.D. and Christopher Leonard. Altho' neither one would talk to me personally by phone, I do have a written report from them that indicates an excellent knowledge of HIV/AIDS, particularly the various available treatment regimens, including those in clinical trials, particularly Remune, which they interpret as "invoking dramatic immune responses against HIV...To sum it up, we continue to believe Viracept will live up to expectations and that Remune has good potential to become an important new treatment for HIV...we believe Agouron's long-term outlook extends beyond VIRACEPT into the fields of cancer and infectious diseases." They anticipate Remune FDA regulatory filing in 2H99.
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