SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Agouron Pharmaceuticals (AGPH) -- Ignore unavailable to you. Want to Upgrade?


To: biopicker who wrote (3277)12/10/1997 9:34:00 PM
From: Oliver & Co  Respond to of 6136
 
I spoke to the ABBOT Rep today. Their 2nd generation PI not expected to go into Phase II until late 1998. They are looking at combining it with small ammounts of Norvir to increase bioavailability.
Phase III not until at least late 1999.
So for the anal-yst that said 3 new PIs next year. Thanks for the drop in the stock. I want more AGPH.(I just wish I could afford it).

JLL



To: biopicker who wrote (3277)12/10/1997 10:53:00 PM
From: per strandberg  Respond to of 6136
 
biopicker,

Thanks a lot for the info on AD3340 and AG2034. Apart for the snippets of information I can pick up on this thread, there is preciously little that I can find on the web about the drugs in the pipeline.

One question, what about arthritis and AG3340? That ought to be as big a market as cancer?

Your evaluation of Viracept was correct but low IMO. On the other hand, the value to AGPH is only half as they have to split the profit with JT. Still, based on fundamentals, AGPH is the best company I can find.

Regards
ps



To: biopicker who wrote (3277)12/11/1997 4:58:00 PM
From: Peter Church  Read Replies (1) | Respond to of 6136
 
Biopicker, Could you expand on your analysis of Agouron's valuation?

I get a price to sales ratio of 4.38. The price to sales ratio you used for comparison is 3.56. Does that indicate that Agouron is overly valued at this point? If Japan Tabacco takes 50%, then the ratio is 8.76.

biz.yahoo.com