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

To: Peter Singleton who wrote (3608)	1/14/1998 3:27:00 PM
From: Tom DuBois	Respond to of 6136

To all: I haven't posted in awhile but am still very long AGPH. Got killed in the Nov options debacle though. My questions have to do with European approval. 1. Why is it taking so long? It would seem that with US approval in, sales of V-Cept skyrocketing and all the anecdotal evidence being positive, there would be great pressure on the European equivalent of the FDA to speed approval. Perhaps it is a bureaucratic snag for which the EC is so famous. Perhaps the European HIV community is not as vocal/influential as ours. At any rate, it seems to be taking longer than one would expect. 2. Are European profits figured into any of the analysts earnings estimates?? How about LMoss' or Billkirn's? Near -term price action looks good. Now we need more good news. Good luck to all. Tom

To: Peter Singleton who wrote (3608)	1/14/1998 8:38:00 PM
From: JOHN W.	Read Replies (1) \| Respond to of 6136

I was curious on the article you posted, I saw the exact same thing except it stopped where you have found the following additional statement by Engleberg: <<"On the other hand, we could see potential downside disappointment, just because there are new competitors coming into the market." Those competitors include a new protease inhibitor from Massachusetts-based Vertex Pharmaceuticals that could hit the market this year as well as new variations on current drugs. Additionally, some studies have suggested that patients eventually develop resistances to the protease inhibitors. Wang said analysts are looking to presentations at upcoming medical conferences, including one next month, to get a better idea of how effective the Vertex drug is. But she said Agouron could also have new data to strengthen its position, including studies of Viracept in combination with other protease inhibitors and in twice-a-day regimens, instead of the usual three doses.>>