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

To: billkirn who wrote (3161)	12/5/1997 2:26:00 PM
From: John Metcalf	Respond to of 6136

Bill, Agouron is apparently not building a manufacturing capability other than capacity to make product for clinical trials. There was a discussion of this a month ago on this thread. They have multiple contract manufacturers. It is absurd to think that Merck will buy Agouron or that HIV PI's would drive such a consideration. Merck has been moving towards disease management for years, and clearly is working on a strategy of adding their NNRTI to their offerings. Merck has a collaboration using a protease inhib for osteoporosis with Arris of San Francisco. Arris has a proprietary fundamental technology for rational design of protease inhibitors in general.