Agouron Pharmaceuticals (AGPH) Message Board

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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: GENE DAVID HART who wrote (242)	1/30/1997 2:30:00 PM
From: John Metcalf	of 6136

uhhhh, Gene, about those market caps, Gilead at $32/share is worth $975mm. AGPH @ $84/share is worth $1,130mm. So Gilead is only selling for 14% less than Agouron. The difference between prospects for Viracept (20%-40% of a $500mm US protease inhibitor market, plus a percentage of Roche's sales in Europe) needs to be compared with Vistide's prospects (about $15mm in annual sales at current rate). The valuation difference between the two companies is more than justified by Agouron's earnings visibility. about those other caps....

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