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

To: Peter Singleton who wrote (3940)	3/17/1998 10:47:00 PM
From: BriBear	Read Replies (1) \| Respond to of 6136

Fortovase sales increases - salvage therapy maybe? My partner has failed AZT, AZT+Nevirapine+DDI, AZT+3TC+Crixivan. A doctor in the NC Research Triangle who is a specialist in salvage therapies is recommending Saquinavir(Fortovase)+Ritonavir. Perhaps this is where Fortovase sales are coming from. If overall PI sales are increasing & Viracept is maintaining relative market share, then absolute sales are increasing, which is OK. I suspect that the gap opened up by falling Crix sales is being taken up by Fortovase, as Peter suggests. As for Roche's partneship with AGPH, I understood that to be just the cancer drugs - a viable PI would be irrelevant, except as a source of cash so AGPH could hold up it's end of the financing on the cancer drugs.