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Biotech / Medical : Agouron Pharmaceuticals (AGPH) -- Ignore unavailable to you. Want to Upgrade?

To: tommysdad who wrote (2609)	11/3/1997 10:14:00 PM
From: JOHN W.	Read Replies (1) \| Respond to of 6136

That was your suggestion not mine. I make enough mistakes in my analysis without you making putting words in my mouth. I even stated as per their home page!!!!!!! I think you do this thread a great disservice, you never provide anything, just an occasional attack on a relentless Agouron believer. Gloves off. If you don't like it, cry to webmistress.

To: tommysdad who wrote (2609)	11/3/1997 10:30:00 PM
From: JOHN W.	Read Replies (1) \| Respond to of 6136

Ramblings: 1) How nice to see even the most ardent shorts who capitulated to predict a $62-63 price tgt during earnings time and then said 'I told you so' after A global crisis as a volatile stock like AGPH fell. At least now he realizes the explosive upside potential (although he may be just trying to be witty, of course this ploy allows him to be right regardless).----> Subject: Agouron Pharmaceuticals (AGPH) \| Previous \| Next \| Respond \| To: Peter Church (2606 ) From: David S. Monday, Nov 3 1997 5:49PM EST Reply #2607 of 2608 Hey peter, I think Agouron will be $70 by November, what do you think? \| Previous \| Next \| Respond \| 2) Get someone shouting at you, shamelessly plugging and ripping companies that absolutely have the desired financial effect regardless if someone owns a stock or has a buddy that has a financial interest. It is absolutely fascinanting that a company with a mkt cap that in some cases is as much as the revenues of one blockbuster drug by big pharma receives as much coverage and commentary by major financial publication, on-line svcs, mags, etc as Agouron Pharmaceuticals. Of course as they distort the facts and report only one side of the story, they often completely ignore any positive news--->objectivity never produces the desired effect in the financial world. Have you ever asked yourself, "Gee it seems like AGPH gets a lot of covg for such a small company?" 3) IMHO, as AGPH fell in the midst of panic last week, the shorts and the hedge fund ring leaders claimed victory as we approached $40. Profits were made and assuredly short interest will continue to decrease. As we whipsawed back up to 48, we went back to a cat and mouse game of waiting to test new mkt lows and more volatility of a very volatile stock in a very volatile mkt. I hope the shorts can get out with a profit (I don't like it for anyone to lose money) and soon because European approval draws closer every day as the end of the year approaches (Approval has long been expected in Q497). Shorts: Don't get greedy. 4) It would appear a lot of people on these threads are investing/or shorting Viracept not Agouron Pharmaceuticals. Viracept is only the first chapter of Agourons story. Yeah, it is a great beggining...but the huge profits will be in the future. The company plans to be in a position to launch 2 new drugs every year (THAT IS 2 NEW DRUGS FROM RESEARCH INTO DEVELOPMENT EACH YEAR) . Three Cancer drugs currently in clinical trials, herpes, AIDS, Hepatitis C, CURE FOR THE COMMON COLD, and on and on... and the most advance and powerful technology base in drug discovery as pioneers in SBDD. IMHO, this company's intrinsic value is btwn 2-3B, not including this Blockbuster AIDS drug that has already captured the second position as the #2 PI and is #1 in domestic sales. Agouron proved several things in the last few months this year: They can develop a bockbuster, complex and extremely competitive drug in 3 yrs, it proves their technology and approach to drug design. It proves they can get a drug thru the FDA. They proved they can develop a sales and marketing team and effectively compete with the giants like MRK AND WIN (see MRK's DOWNGRADE)!!!! AND after all of this, This ASIAN currency crisis which has no effect at all on future revenues of AGPH have driven their stock to a level before Viracept approval was ever granted and a few weeks before European approval to boot. This is a great opportunity. I hope you people get another test of the lows, but in the big picture...well dont get greedy. 70 by Nov (November aint over)