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


To: PAL who wrote (3232)12/8/1997 5:23:00 PM
From: Joe E.  Read Replies (1) | Respond to of 6136
 
<<Had a chance to watch Peter Johnson on Squawk Box/CNBC this morning. I get
the impression that, this guy who is a brilliant researcher in biotech is not a public
speaker. His answers were dull and did not exploit the opportunity to present his
case.>>

I saw him too. It was dull. And today was a really dull day for the CNBC team- they kept complaining about how little news there was. Other comments: the questions were puffballs, and Mr. Johnson was treated respectfully. He looked very pale and washed out in the lights from the San Diego studio, which added to the effect.
However I do think that people who saw the report who do not follow Agouron might just look into it as a result of seeing the piece. It was not a negative at all, just not a big positive.



To: PAL who wrote (3232)12/8/1997 6:06:00 PM
From: Bhag Karamchandani  Respond to of 6136
 
Are you a Merck shareholder?

Given that AGPH chose the more expensive ( and as it turned out) the more profitable route of marketing their own drug, why would this deaconsidered attractive to AGPH shareholders , specially in view of the extremely depressed price??



To: PAL who wrote (3232)12/8/1997 11:15:00 PM
From: Gary T. Richards  Read Replies (2) | Respond to of 6136
 
Paul, when I heard Peter speak at the NAIC Kansas City Investor's Fair this past April, he did an outstanding job of presenting Agouron to the several hundred attendees. He skillfully answered questions from the audience and was enjoyable to meet and talk to in person at the Showcase Gallery portion of the event. Not everyone comes across on television as they do in person. The short time available for a Squawk Box segment is inadequate to say everything which needs to be said about a company such as Agouron Pharmaceuticals. I was disappointed, however, that some new announcement or new angle did not emerge during his remarks.

Gary