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


To: David S. who wrote (3052)12/2/1997 8:52:00 AM
From: Henry Niman  Read Replies (1) | Respond to of 6136
 
David, I do recall your comments on Thymitaq. However, as recently as yesterday, Jim McCamant was commenting positively on AGPH's MMPI program. Do you have any comments on this program?



To: David S. who wrote (3052)12/2/1997 9:12:00 AM
From: Steve Fancy  Read Replies (1) | Respond to of 6136
 
Well, John has said we'd hear news soon on Thymitaq. I understand now why the visible analyst support may have dried up. We'll have to see how they handle this one. With the right comments the analysts/company could bail out of this gracefully...we'll see. Looks like we're a one drug company for some time to come?

Joe Kernon has been handling the situation delicately, suggesting there's a school of thought that would view this as a positive by facing the facts and cutting any further losses.

From now on I keep my wishfull thinking to myself.

sf



To: David S. who wrote (3052)12/2/1997 10:54:00 AM
From: Peter Church  Read Replies (2) | Respond to of 6136
 
This is really sad, after I finally learned how to spell it, Thymitak turns out a dud. I can't remember that you posted anything about Thymitac. Did you really?



To: David S. who wrote (3052)12/2/1997 11:39:00 AM
From: Joe E.  Read Replies (1) | Respond to of 6136
 
<<Gee, I wonder if there were any people who gave a warning MONTHS ago that
Thymitaq was garbage? It is interesting that those who claimed be be the closest to
AGPH management were always the most bullish regarding Thymitaq. Does that
say anything about credibility?>>

David, I will agree you warned me (and I suppose others) on this thread that Thymitaq was not a world beater. i do not recall anything about garbage, though. From the results revealed so far, it looks to me like Thymitaq might have potential with radiation, but it is apparently just too expensive to find out. I think there may be an opportunity for another company to get the rights to the drug and develop it into something good.

Still, I have to say you were right.