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

To: David S. who wrote (3672)	1/26/1998 1:16:00 PM
From: Joe E.	Read Replies (2) \| Respond to of 6136

Re your feeling of worthlessnes: You will never be worthless so long as your modem works. Re chicken soup: It is cheap (especially in Hong Kong) but does not have FDA approval. If it did have FDA approval, it would not be cheap (except in Hong Kong). Re Agouron: European approval is very good, as it reinforces the probability that the forecasts by the analysts will be met. Two big uncertainties remain: the lifespan of Viracept as a leadng treatment for HIV infection and the success of the drugs in the pipeline. Neither of these will be obvious for some time. You and John will have years to snipe. In the shorter term, the important conference starting next week has a web site: retroconference.org

To: David S. who wrote (3672)	1/26/1998 9:08:00 PM
From: JOHN W.	Read Replies (2) \| Respond to of 6136

Subject: Re: Chicken Soup and 141W94 (Vertex/Glaxo PI) Date: Mon, Jan 26, 1998 15:10 EST From: JWhite6892 Message-id: <19980126201001.PAA06973@ladder02.news.aol.com> From Painne Webber (1/26/98): KEY DATA ON OTHER PROTEASE INHIBITORS AND SELECTIVE NEW REVERSE TRANSCRIPTASE INHIBITORS:: -141W94 (GLAXO/VERTEX PROTEASE INHIBITOR)- A Phase II clinical trial evaluated the efficacy of a four drug twice daily regimen of abacavir (1592), 141W94, and AZT/3TC in a small patient population. This four drug BID regimen appears potent, safe, and well tolerated, and provides sustained suppression of plasma viral load. 70% (14/20 patients), 67% (8/12 patients) and 63% (5/8 patients) response was noted at weeks 8, 12 and 20, respectively (Abstract 363). Although promising, given the small size of this study, the issue is demonstrating comparable or better efficacy in a larger patient poAnother combination study 141W94 and 1592 (Abstract 365) demonstrates in a small patient population (50 enrolled) sustained reduction in viral load up to week 16 in 7 antiretropviral naive patients. Four patients experienced rash and two discontinued therapy due to rash. Again, although promisisng, given the small size of this study, the issue is demonstrating comparable efficacy and determining the side effect profile (e.g., incidence of rash) in a larger patient population". My interpretation of this is that VRTX's PI is a lot worse than anyone thought, wait till after 5 Feb, but these results combined with the news of the BBB results compared to Indinavir, only strengthens Viracept position. Other data from available abstracts will only further Viracepts mkt position.!!!! Shorts will cover...