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

To: per strandberg who wrote (2728)	11/11/1997 7:50:00 PM
From: JOHN W.	Read Replies (2) \| Respond to of 6136

Fortovase news was a positive vice negative event: 1)Royalties paid on Invirase in Europe to AGPH. Once again, the uninformed will be punished. 2) Fortovase/Viracept study is very promising. 3) The debate in Washington, to allow the Vaccine trial, even if the FDA goes out on a limb and goes forward with this very dangerous trial, would not even begin until the year 2000, with a vaccine not for another decade. C'mon guys. 4) consecutive 100% surprises in earnings, with the third in store. 5) Domestic sales alone growing at 100% and this stock is selling for 22 times FY99 earnings? 6) this weeks scrips were in excess of 8,000 for toatal just for the Retail side according to Co. I don't have the IMS data. Caught the falling knife at 41 1/2. :-)

To: per strandberg who wrote (2728)	11/12/1997 7:36:00 PM
From: Oliver & Co	Read Replies (1) \| Respond to of 6136

Combination therapy with Invirase and Norvir has been largely published. But Saquinavir can actually be used in combo with many other drugs (except antagonistic with Cryx). One good combo is actually Viracept/SQV, since Nelf will increase SQV levels significantly. Re. life of Viracept, it should very strong in the US, for at least the next 3 years. The 141 product should not affect it when it is released probably mid-late next year. 1592 can be used in combo. I do not foresee any significant new drugs(UNFORTUNATELY) for the next 3-4 years. After that it will continue strong in other parts of the world. JLL