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

To: margie who wrote (3955)	3/24/1998 2:11:00 PM
From: Steve Fancy	Respond to of 6136

Margie, the news I'm anticipating has been continually reiterated in PaineWebber research documents. I copied the following from my post 3853 on this thread. UPCOMING MILESTONES Marketing approval for Viracept in Japan and other countries Q1 1998 - Initiation of Phase Il/Ill clinical studies for MMP inhibitor (AG3340) Q1 1998 - Clinical results of Phase 1 dose ranging study for GART inhibitor (AG2034) Not sure how this news may affect the stock. Hopefully at least enough to inspire the more skeptical to re-evaluate the pipeline and the stock. It seems we need non-Viracept related news out of AGPH to finally break 40. Ya never know, but any reassurance that AGPH will not be a one drug company could cause a nice move upwards. News should come in the next two weeks? Margie, thanks for your research once again. I, being a close scrip follower (trying to track sales), appreciate your daily scrip breakdown. I hadn't thought of this somewhat obvious method of evaluating the data. sf sf

To: margie who wrote (3955)	3/24/1998 2:20:00 PM
From: Peter Singleton	Read Replies (1) \| Respond to of 6136

Margie, wow, what a great post. Do you have the detailed IMS data for February? If so, could you post (actual numbers for all the PIs + IMS adjustment factor). A couple of points. 1 - I thought the Fortovase+Invirase combined scrips were increasing market share, based on (the very early) data in December and January. I wasn't aware they flattened out in February. Who picked up the slack if Viracept and Ritonavir were flat, and Crixivan dropped? You're right of course that the relevant market share # for Roche is the combined number. 2 - The Fortovase clinical data I was referring to were published in Chicago ... showing excellent efficacy and tolerability, seemingly on a par with Viracept. Peter