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

To: Henry Niman who wrote (3873)	2/24/1998 10:36:00 PM
From: Joe E.	Read Replies (1) \| Respond to of 6136

Henry, thanks for the LGND news. Re AGPH: The March 9 edition of Forbes (still in paper only I think) has an article by Micheal Gianturco, in his regular Technology Insights column. In this edition his column title is "AIDS and Agouron." He gives a very good review of the investment merits of the stock (as much as you can without using very many numbers). He hits the high points of the merits of Viracept versus Crixivan, mentions Viracept's good resistance profile as a first use drug, mentions Europe and Asia growth to come, and takes the position that many drugs are needed to combat the disease, making it unlikely that Viracept will be obsoleted soon. He likes the stock under $36. I got the magazine in the mail Monday. The stock hasn't been under $36 since then, but with action like today's, could get there soon. BTW, this is a very good Forbes edition. i tore out a lot of articles, although this was the only biotech article I noticed.