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

To: Miljenko Zuanic who wrote (3209)	12/8/1997 8:14:00 AM
From: F. Jay Abella, III	Read Replies (1) \| Respond to of 6136

Hi All: Excuse the intrusion but I have a thought for a way to play AGPH without taking on all the risk associated with present capitalization or emerging competition. If you longs really believe that AGPH will be player in the AIDS market for years to come, look at SunPharm Pharmaceuticals (Nsdq:SUNP). SUNP has a drug in Phase II trials, the results of which are due soon, for their AIDS related diarrhea drug, DEHOP. The onset of ARD is many times associated with the use of protease inhibitors, especially Viracept, and occurs in approx 20% of all AIDS patients. The mitigation of this adverse event would undoubtedly drive Viracept sales. However, what do you think the shares of tiny SUNP, with 7.5mm fully diluted shares out, and 2.8mm in the float would be worth? With its present market cap of $43mm, I was compelled to write about the company at westergaard.com under company profiles. I would welcome any discussion of the AGPH/SUNP play. F. Jay Abella

To: Miljenko Zuanic who wrote (3209)	12/8/1997 8:33:00 AM
From: Peter Singleton	Read Replies (1) \| Respond to of 6136

Miljenko, Thanks for carefully walking through the VX-478 PII data. Very helpful. I hope this clears up for the AGPH bulls (myself being one) the board the importance of unpacking dose-ranging PII data. It's also important to remember this is BID data, as far as I know with or without food. An easier dosing regimen than any of the currently marketed PIs (at least for now). Also, thanks for addressing the patient drop out issue on the 1200mg dose. The fact that VRTX is going forward w/ 1200mg and the later trials have seen much lower drop outs indicates this is a well-tolerated dose. I haven't heard anything other than unsubstantiated assertions that would change my assumption that VX-478 should be a very strong market entry. Peter