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


To: Steve Fancy who wrote (3143)12/4/1997 1:39:00 PM
From: Intel Trader  Respond to of 6136
 
Thanks much Steve.

it



To: Steve Fancy who wrote (3143)12/4/1997 2:03:00 PM
From: sam  Read Replies (1) | Respond to of 6136
 
My thoughts on conference call
1. No rev. shortfall from Roche fallout until year 2000. Peter Johnson, however, suggests AGPH should be able to make up for that (20 mil) loss.
2. Re: European approval and sales. AGPH gets revenue from selling product to make Viracept to Roche as well as royalty payments. Elise Wang thinks her estimates for next quarter revenue are somewhat light since Roche is significantly ramping up to sell alot of product in Europe after European approval.
3. Peter Johnson says to expect two cancer drugs to come to market in 2001.
4. 13 or so different areas that AGPH is working on drug discovery (other than cancer).