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

To: billkirn who wrote (4210)	5/5/1998 1:46:00 AM
From: Joe E.	Read Replies (1) \| Respond to of 6136

My read of the abstracts is that the results with AG3340 are great (in mice of course) but the results with the angiostatin/endostatin combo are phenomenal (in mice). Given the great difficulty in treating cancer now, vast numbers of people would be very happy with results that were just "great." AG3340 could well keep many folks alive until the phenomenal treatment became available. (Like many people, I have some specific people I would very much like kept alive until then.) Agouron may be on the road to another very fast approval. Success could be short lived of course if some of the other drugs are more effective. Side effects in people aren't known yet (well for AG3340 there are apparently no really dramatic side effects in healthy males), and for cancer drugs some serious side effects can be tolerated. Side effects will probably be important, though. Remember thalidomide is an anti-angiogenesis drug (and Entremed's lead drug candidate), and it has some serious side effects that would not be obvious in early mouse testing. Other anti-angiogenesis drugs are also likely to have serious side effects. My bottom line prediction for AGPH is that AG3340 will add significantly to the bottom line in about 3 years, but will not become a blockbuster, due to the competitors right behind.