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

To: ALL who wrote (4052)	4/15/1998 8:20:00 AM
From: Henry Niman	Respond to of 6136

AGPH's bid raised to 38 1/4 so far.

To: ALL who wrote (4052)	4/15/1998 8:34:00 AM
From: Henry Niman	Read Replies (1) \| Respond to of 6136

Here's what BancAmerca Robertson Stephens had to say: Key Points: ú New protease inhibitor scrips were up 8.9% over last week's level. Agouron's market share of new protease inhibitor prescriptions was 30.6%, unchanged from 30.6% last week. ú Total protease inhibitor scrips were up 6.5%, and Agouron's market share was 30.7%, up from 30.2% the week prior. ú Refill protease inhibitor scrips were up 5.1% versus last week. Viracept's market share of refills was 30.8% for the week of April 3 (it had been 30.0% for the week of March 27).

To: ALL who wrote (4052)	4/15/1998 9:33:00 AM
From: Peter Singleton	Read Replies (1) \| Respond to of 6136

ALL, in answer to your question, The 85,000 patients on drug would be an as of March, or end of March. Since the number of patients continues to grow, there's a ramp through the quarter, so the average patients each month would be less. Also, not every patient is a paying customer. Some are on clinical trials, and some may be receiving the drug for no cost ... btw, they said they estimated 70,000 prescriptions were written in March, representing 85,000 patients on drug. I'm not sure what to infer from that. Peter