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


To: Steve Fancy who wrote (4349)5/20/1998 11:25:00 AM
From: Peter Singleton  Read Replies (2) | Respond to of 6136
 
Steve, the week ending 5/8 IMS data are very good.

While we're all agreed the weekly data has a lot of noise in it, the weekly and especially the monthly data consistently show:

_ the PI market growing
_ Viracept's share of the market growing

This is very, very good news.

Who cares if the market ignores it? Sure, it's frustrating for me that the stock is trading at $35. But the fundamental underlying value of the company (the "story", if you will) is intact, and the stock market valuation will follow suit, sooner or later.

Peter