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

To: Steve Fancy who wrote (4156)	4/26/1998 7:05:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 6136

Steve: One other thing.... you were concerned about the lack of noise centered around the transition of 3340 to pivotal trials. If I had the time, I'd compare and contrast the design of AGPH's trials with those of BBIOY. You might get a hint at how one might pull a Lilly. While many investors just want to piss, moan and blame, we really are into a new age of accommodation at FDA. AGPH's regulatory group has proven themselves big-time. Perhaps they've thought of a new approach to testing the agent, a route that old-timers at Roche couldn't "see". Put a whole bunch of pharma execs in a room for a lecture on "Regulatory and Cancer". When the instructor says "cancer trials are expensive and of long duration", you'll see a whole bunch of heads wagging in agreement. Even if a "quick sprint to cancer" were part of the strategy, Johnson would, IMO, have a backup that is not dependent on 3340 for acceleration. Good luck! Rick