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

To: Henry Niman who wrote (3336)	12/16/1997 8:20:00 AM
From: John F Beule	Respond to of 6136

IMO this is a "flight to quality". Watch Solectron get hammered today and we'll all see why. I think investors are going to get tired of buying/holding onto potential landmines. The sectors are drugs and consumerables. Hi tech is going to lag the S&P for at least 3 mos. I see a rotation into this sector because people still need to buy drugs and shaving cream! I wish I had bought Centocor Friday at the close!

To: Henry Niman who wrote (3336)	12/16/1997 10:26:00 AM
From: JOHN W.	Read Replies (1) \| Respond to of 6136

Nice move today in VRTX-something defiinitely in the works w/o any news.. Henry, note that you are taking the first shot at me again. I will not respond since you would come back and complain to SI again- and then plead for civility on the threads after you start the initial exchange. After reading the article, it is quite apparent that the failure/resistance to the cocktails is essential for the success of LGND drug. After you stated, you had no interest in the success or failure of AGPH. Why did you not just explain why you were so interested in the resistance issues in the first place. Sneaky like a Fox, Henry. I foundthe connection btwn you-LGND-and Kramer. Enjoy.

To: Henry Niman who wrote (3336)	12/16/1997 10:45:00 AM
From: JOHN W.	Read Replies (1) \| Respond to of 6136

The real reason Henry Niman has shown so much interest in AGPH after stating he had no financial motivation for his posts and was only trying to enlighten the board. I cried foul early. From todays article on LGND that mentions AGPH (why?): "There is little buzz about any KS drugs among investors, since new AIDS drug cocktails have been saving and prolonging lives, leading to a dwindling of the incidence of the skin cancer. But as patients develop resistance to the new AIDS drug combinations, the incidence of KS could go up."