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


To: Peter Singleton who wrote (3942)3/18/1998 3:26:00 PM
From: Steve Fancy  Read Replies (1) | Respond to of 6136
 
Monthly IMS scrip data reported as being in-line...

Total 42,132
New 15,495
Refills 26,637

PaineWebbers notes indicated that Month-to-Month were down, but Monday's strong data shows demand is picking up. They also pointed out Crixivan continuing to lose market share.

I wonder if we wait till earnings to hear how non-US revenues are proceeding.

sf



To: Peter Singleton who wrote (3942)3/18/1998 11:13:00 PM
From: billkirn  Read Replies (1) | Respond to of 6136
 
Peter: Good observations, thanks. I hope Roche will start
pushing Viracept+Saquinavir. This seems like an important economic direction for them to replace the Saquinavir + Norvir combo.
They must be doing some serious verification for this combo, since they benefit directly.
Bill