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

To: margie who wrote (4434)	6/4/1998 3:12:00 PM
From: David S.	Respond to of 6136

hi

To: margie who wrote (4434)	6/4/1998 6:04:00 PM
From: David S.	Read Replies (1) \| Respond to of 6136

I have not looked at AGPH in almost a year. This time, I would like to evaluate it as a possible long candidate, since more than likely, some "fluff" has been removed from the market capitalization. Is there a basic evaluation of the current situation, or can somebody provide one. PS - I do not have a 666 tatoo on my forehead. Last year, I was quite open regarding my opinion that the stock was overvalued, but as prices and product pipelines change, so do issues of over vs. undervaluation. It's as simple as that.

To: margie who wrote (4434)	6/5/1998 10:51:00 AM
From: ALL	Read Replies (2) \| Respond to of 6136

PW Growth & Tech Conference Correction In message 4431 point 4), I stated that "Viracept has a lower market share among whites than blacks and hispanics." I MEANT, Viracept has a lower market share among blacks and hispanics than whites. BTW, AGPH is searching for a late-stage HIV drug to expand its HIV franchise and leverage its sales force. Mr. Johnson said, "This is much easier said than done. Most of the biotechs at this conference will tell you the same thing." (They are looking to diversify their product base) Responding to a question, "We are both evaluating and talking with potential suitors." Question: Does late state HIV drug mean one in the later stages of approval or one in the later stages of its market life, such as an opportunistic infection drug?