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

To: Joe E. who wrote (3830)	2/16/1998 9:47:00 AM
From: Bhag Karamchandani	Read Replies (1) \| Respond to of 6136

Thanks for your analysis. A couple of observations: In theory, at the risk of a truism, a company with zero revenues is riskier than one with accelerating revenues albeit from a single drug. Question: In your comparison between Agouron and Vertex, since both have well publicized product pipelines, I wonder if any one could estimate ( crystal ball gaze )market size of individual drugs. As AGPH and corresponding experience of other companies shows, not all drugs make it to FDA approval and not all are revenue blockbusters (BTGC, I believe, may be a good example of the latter. Thanks again.