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

To: margie who wrote (3976)4/2/1998 5:29:00 PM
From: sam  Read Replies (1) | Respond to of 6136
 
FWIW, Briefing.com did a very cautious piece on AGPH several days ago in their Stock Brief section. In a nutshell, and from memory (so I hope I've adequately stated their position -- please do your own research), they were pleased thus far with sales of Viracept (and AGPH's ability to get it out the door so successfully), but criticized AGPH for (1) not having another drug able to come to market for some time; (2) not lining up major collaborators for their pipeline drugs (they refer to AGPH as an "old-fashioned" company for trying to do it all alone [like AMGN]-- in my opinion, this is where the major risk lies -- if AGPH does have other drugs the street believes will come to market, AGPH will skyrocket, until then...it will continue acting like its acting now since IMHO the street values AGPH as a one-drug and one-drug only company); and (3) not having enough cash on hand to last at least a year (I'm not so sure their right on this point). Anyway, it's interesting to hear the "cautious" point of view, since it is obviously holding sway over fund managers.



To: margie who wrote (3976)4/6/1998 2:20:00 AM
From: billkirn  Read Replies (4) | Respond to of 6136
 
Margie: Got some info. from Mova. Peter Johnson gave presentation to Mova employees and said 85k people on Viracept at this time.
Starting to get close to $500 Million annual revenue.
Bill



To: margie who wrote (3976)4/9/1998 12:57:00 AM
From: JR  Respond to of 6136
 
Margie,
Have you checked Zacks lately? Has Agouron been downgraded to a 4, and have Montgomery and Robertson Stephens downgraded their ratings on Agouron? If so, are there some fundamentals turning south for Agouron or P.I. manufacuturers in general? There doesn't seem to be much sponsorship right now, and that leads me to believe that a positive quarterly sales and earnings report doesn't really matter. Any thoughts?


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