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

To: Joe E. who wrote (3160)	12/5/1997 1:09:00 PM
From: billkirn	Read Replies (3) \| Respond to of 6136

My guess is that Johnson will be looking to acquire one or more products in the cancer area to help support its sales organization. I also sense that the Agouron team is in for the very long haul and will build a large efficient organization including manufacturing and sales. I am happy that Peter clearly stated that Viracept will be around for decades. That means they will build a strong manufacturing capability over time. This product gives them the chance to build, from the gound up, the organization and capability for the future. It may not be the quick hit but what a great place to build wealth. Grow that asset at 35% per year for 10 years! Go Peter! Bill