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

To: BriBear who wrote (3941)	3/18/1998 10:22:00 AM
From: Peter Singleton	Read Replies (2) \| Respond to of 6136

BriBear, From what I understand, Norvir sales are holding constant in market share %, so while Saquinavir + Norvir combination use is undoubtedly increasing, Fortovase's increases in market share are probably not solely due to being prescribed in combination with Norvir, unless Norvir's single PI use is falling off. With respect to Roche and AGPH, I was just speculating that Roche's need for a competitive PI may have influenced their willingness to sign such a rich cancer deal with AGPH, and once they had their own competitive PI (when they got the clinical results from Fortovase), they had less of a need for Viracept in Europe, less of a need to keep AGPH happy, and this may have contributed to their hardball stance on the cancer deal. This is idle speculation, though. Peter