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

To: Bhag Karamchandani who wrote (3833)	2/16/1998 6:01:00 PM
From: JOHN W.	Respond to of 6136

From Morgan Stanley Analyst Report dated February 9, 1998: "KEY POINTS Positive VIRACEPT data on twice-daily dosing and sustained anti-HIV effect for two years were presented at the Conference on Retroviruses and Opportunistic Infections last week in Chicago. Other trends, including early treatment of HIV infection, use of protease inhibitor/protease inhibitor combinations gained further credence as new supportive data emerged. These trends remain favorable toward continued growth in the HIV protease inhibitor market. We believe Agouron remains on track to meet or exceed our current VIRACEPT estimates. Strong Buy rating affirmed. DETAILS: Encouraging Twice Daily Dosing Data Agouron presented preliminary results of its European multi-center trial studying twice daily dosing of its HIV-protease inhibitor (PI), VIRACEPT, at the Conference on Retroviruses and Opportunistic Infections being held this week (Feb. 2-5) in Chicago. In the trial conducted at 24 sites, 280 patients were randomized to receive VIRACEPT in either the standard 750 mg TID (thrice-daily) regimen or either 1250mg, 1000mg, or 750mg BID (twice daily). In addition, all patients received the standard dose of the reverse transcriptase inhibitors d4T and 3TC. The precent of patients with plasma HIV below levels of detection (5000 copies/mL). These patients were then switched to a combination of 400 mg Norvir BID + 400mg Invirase BID + 40mg d4T BID and 150mg 3TC BID. Of the 26 patients, 21 had received antiretroviral therapy before receiving treatment with VIRACEPT. Twenty-four weeks after switching form VIRACEPT. 68% of patients (13/19) had viral loads (the amount of HIV in plasma) below the limit of detection (Cancel Changes Normal Font Fixed FontSend questions and feedback to webmistress@techstocks.com