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

To: Steve Fancy who wrote (4452)	6/10/1998 1:44:00 PM
From: Peter Singleton	Respond to of 6136

Steve, thanks for posting the weekly scrip data. Something to keep in mind is that IMS monthly share data understates Viracept's market share. IMS also provides NPA (National Prescription Audit) data which is an estimate of all-channel sales (scrips are about 2/3 of the market). For 4/98, IMS scrips NPA market share market share Viracept 31.04% 32.4% /* NPA data is from my memory Crixivan 35.1% 34.0% The walk-away points are two: 1 - Viracept is doing better vs. Crixivan than even the IMS scrips show. IMS scrips get greater airplay, and are more followed than the all-channel NPA data. 2 - AGPH is doing very well in the sales channels that don't report through IMS scrips. Says something about the quality of their sales and marketing efforts. Peter

To: Steve Fancy who wrote (4452)	6/12/1998 12:13:00 AM
From: Baghul	Read Replies (1) \| Respond to of 6136

Another one that is extremely undervalued and had a valid breakout today is ESMC another medical company ESMC develops, markets and distributes ophthalmic medical devices and pharmaceuticals. For the quarter ending 12/97, revenues rose 6% to $2.9 million. Net income totalled $51 thousand vs. a loss of $927 thousand. Oustanding shares 2.7 M Floating shares 1.4 M Book Value 1.48 Price 1.16 P/Book = 0.7! P/Sales = 0.48! I wouldn't be too hard to go through the float on this one Here is some latest news biz.yahoo.com