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

To: Joe E. who wrote (2705)	11/9/1997 1:54:00 AM
From: Peter Singleton	Read Replies (1) \| Respond to of 6136

Joe, would you share the assumptions you've used in building your model? You may remember Larry Moss posting his detailed assumptions on MF in March or April ... they were very helpful, and continue to be. Yours would as well. Peter

To: Joe E. who wrote (2705)	11/10/1997 6:17:00 PM
From: Peter Silsbee	Respond to of 6136

Joe E.: Points taken. It was the "black-or-white" tone of the first comment that led me to respond. The lifespan of Viracept is a critical unknown, and I think that recognizing this as a significant risk need not make one negative on the company's fundamentals. I don't know how strong Crossen's statements were, so I don't know if I share his view or not. John W.: tried to respond to you yesterday but there was some sort of net problem. Basically saying the above. Timothy: thanks for the clarification. PLS