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

To: Timothy Kross who wrote (3034)	11/30/1997 8:02:00 PM
From: JOHN W.	Respond to of 6136

TJK, very good post, however, I believe you left out the most significant change in 1998 in treatment strategy: Dual Protease Inhibitor therapy. As Peter Johnsom said, "this will change the arithmetic altogether" in regards to earnings on an appearance earlier this year on CNBC.

To: Timothy Kross who wrote (3034)	11/30/1997 8:05:00 PM
From: JOHN W.	Read Replies (1) \| Respond to of 6136

Subject: Re: Undervalued Date: Sun, Nov 30, 1997 13:14 EST From: Biorich23 Message-id: How undervalued is AGPH. Lets compare to another biotech that has taken a beating lately, IMNX. IMNX AGPH Price 57 1/8 38 3/8 Mkt CAP 2.268B 1.164B (Yeah its twice as much for no earnings) Analyst: 6 Holds 7 strong Buys EPS Last QTR (sept97) .15 .11 Surprise: 15% .99% Consensus: This QTR --.13 0 .14 This Year --.46 0 .90 Next Year --.24 1.182 Incredible as it may be having this blockbuster drug is probably hurting this stock. Who wants a biotech that actually has products and earnings?