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

To: margie who wrote (2891)	11/19/1997 7:38:00 PM
From: wayne fishback	Read Replies (1) \| Respond to of 6136

Margie: I'm not sure European sales are going to be all that significant. Hope i'm wrong but heres the reason for feeling this way.I recently received a MS analyst report dated 10-16-97 from AGPH I.R. Here are MS #s and classifications. F.Y. 98: sales to Roche $20,551,000; royalty income (which is not identified but must be from Roche since AGPH pays JT) $6,362,000; expence of manufacturering to Roche $19,594,000. This is a net of $7,319,000 which is 1.7% of $429,773,000 total reveneus. F.Y. 2000 is projected at $40,984,000 which is 5.4% of $760,784,000 total revenue. Please excuse my awkward presentation of the #s. I'm not much on the computer. From the old school-remember paper and pen? One other point. I recently found out my son is HIV positive. He started crixivan in Feb. When I found out in Aug. I recommended he switch to Viracept in large part due to this thread. Last week he told me he couldn't begin to fully describe the improvement in quality of life since switching to Viracept. I believe in your and the many others enthusiasm for Viracept and AGPH. Wayne

To: margie who wrote (2891)	11/19/1997 7:39:00 PM
From: Oliver & Co	Read Replies (1) \| Respond to of 6136

BID Dosing study. Reported at last week's meeting in Miami: Treatment naive patients, Baseline HIV RNA:194,814 (mean) Combo with d4T, and 3TC, Viracept 1250 mg BID At 16 weeks: Mean reduction of HIV RNA:-2.73 log Patients with HIV under 400 copies (by PCR): 9/9 (100%) Mean increase in CD4:+59 cells Note that Zerit was used. Papers will be presented in Jan, at the antiretroviral meeting re: AZT not a good choice for initial therapy because of resistance pattern, ie:genotypic changes. Looks that BID Dosing will be comming fast.