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

To: JR who wrote (4162)	4/27/1998 3:08:00 PM
From: Steve Fancy	Read Replies (2) \| Respond to of 6136

JR, I didn't make the statement about holding 29-30%. Either PW or IMS did. The company has been holding and trying to move forward from 30%. 29% is going the other way. Ms Wang has made a point in several documents of Viracept holding above 30%. Viracept has been holding it's own against the two drugs that are rapidly gaining marketshare against Crixivan...it may or may not be starting to give. Only additional data will tell. Also possible that the monthly data will tell a different story. Maybe a just a bump in the road, but seems the odds against gaining much additional marketshare are slim. Of course there's no way to determine the impact of foreign sales at this point. This may be big. Don't get me wrong, I suspect in the long term the company will be fine. I want the company to be a winner. I don't short any stock, against my general nature, but I'm averaged at around 45 and hold a reasonable amount of the stock. I'm trying to determine if it's going to be a couple years before I even breakeven. I will decide in the next 30 days, and possibly be outta here. In the meantime, I don't mean to strike a nerve on anyone. I believe I currently represent general sentiment on the stock. Doug Lind, the original superfan analyst of AGPH if I understand, has downgraded the stock, Lilly didn't like something, and I hear there's potential for lots and lots of new HIV drugs in the next couple years. It all makes me, and apparently a lot of other folks nervous. This may be a positive from a contrarian standpoint, I don't know yet. There's also been talk about deals with other companies...anything could happen anytime. I'm just trying to make an intelligent decision on a lot of tied up cash. I hate to jump ship, I had a lot of faith in the company. A close friend of the family takes Viracept. On the other hand, I'm out a ton of cash.