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


To: margie who wrote (3891)3/4/1998 1:03:00 AM
From: Peter Singleton  Respond to of 6136
 
Margie, thanks as always, for the great information.

As I've posted before, I think AGPH's deal with Roche is as follows:

rate a for Viracept sales (for the sake of argument, 15%)
a lower rate b for Roche-owned PI sales (for the sake of argument, 10%)

btw, I have no idea what the actual rates are.

AGPH gets the higher of the two. I'm open to being wrong on this, but this is what I think the deal is. It's an insurance policy against Roche neglecting Viracept, and pushing their own product, but AGPH makes more money if Roche sells Viracept

Peter



To: margie who wrote (3891)3/4/1998 1:39:00 AM
From: Steve Fancy  Read Replies (1) | Respond to of 6136
 
Margie, I second that, another excellent post. The opinions and data you present are always amongst the best on SI. Thank you.

sf