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

To: sam who wrote (4318)	5/18/1998 11:43:00 AM
From: Henry Niman	Respond to of 6136

David Molowa talked mostly about GNE's Herceptin. Saw $400 million sales in US. Downplayed ENMD and other Biotechs with pre-clinical data that was mentioned last week. GNE upside limited. It's selling at $73, but Roche (currently owns 66% of GNE) can buy stock for $76.50 on June 30, 1999. Thought we are on threshold of new cancer products that were 20 years in the making and talked about Evista and Tamoxifen breast cancer prevention trials to be presented today and tomorrow. No specifics on Biotechs or products.