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

To: David S. who wrote (3099)	12/3/1997 1:07:00 PM
From: Izzy	Respond to of 6136

David S.: I think that Margie's post was a rather good analysis. The downside risk at this time is probably very minimal, and I would suspect that there will be a lot of upside buying within the next few days. Yes, many of us are long, but we paid rather high prices. If it hits 50 again, maybe I'll sell out. If you are indeed a retired member of the Beatles, you have lots of money and don't have much to worry about. We do.

To: David S. who wrote (3099)	12/3/1997 1:15:00 PM
From: tommysdad	Respond to of 6136

David, I'm sure she means AGPH licensing a later stage product from someone else, not the other way around.

To: David S. who wrote (3099)	12/3/1997 3:40:00 PM
From: Andrew H	Read Replies (1) \| Respond to of 6136

>>Margie, there are NO later stage products! Even Pavlov's dogs could do more than one trick. Wake up.<< David, you are being unfair here. Even if the company has no value in their pipeline at all (which is certainly not the fact you say it is), the one trick is worth about $500M/year in revenues. Most biotechs would kill for that. This revenue will enable the company to buy promising products as well as whole biotech companies. The future for AGPH is nowhere near as bleak as you paint. What have you got against AGPH?

To: David S. who wrote (3099)	12/3/1997 8:52:00 PM
From: JOHN W.	Read Replies (2) \| Respond to of 6136

It is my understanding now (not confirmed) that evidence has been presented to SEC of a collaboration between 4 people that have/had a unproportional short position and one that had bought a very suspicious options position (Nov 20-21) when it was first discussed btwn Roche and Agouron to discontinue Thymitaq. Furthermore, the "conspiracy" theory against 1 analyst-2 managers and a few editorials will most likely be investigated. This could get very ugly. If anyone believes that there was something illegal re insider information, I would encourage you to contact the SEC. Think this is a paranoid thinking? Another poit: Vertex's PI is a collaboration with Glaxo. At least one influential person on the street has reffered to the Glaxo PI and the Vertex PI as 2 seperate PIs that will provide competition in 1998 for Agouron. This is a deliberate lie, and I am turning it over along with other information that I have obtained to the SEC.