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

To: margie who wrote (4496)	6/15/1998 6:48:00 PM
From: Zirdu	Read Replies (3) \| Respond to of 6136

From L. Moss on AOL: Subject: Lipid effects Date: Mon, Jun 15, 1998 14:22 EDT From: LMoss Message-id: <1998061518222200.OAA24626@ladder01.news.aol.com> I understand that data from a small study will be presented in Geneva on "buffalo hump." Patients who were using Crixivan and who developed that condition were switched to Viracept. Improvements in their condition were noted. LMoss

To: margie who wrote (4496)	6/16/1998 1:29:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 6136

Margie, PaineWebber had indicated that AGPH would release Phase I trial information on AG3340 at some gathering on June 16, so I would guess you are right. Not much anticipation ahead of this news. I'll be disappointed if I have to go looking for the news, rather than it showing up in my mailbox as most significant news does. I suspect the huge selling pressure the last couple of days is mutual fund end of quarter window dressing. In my mind, it's either that, or we're seeing sifnificant institutional bailing for other reasons. Anyone heard any word from Doug Lind at Morgan Stanley on AGPH's latest news with IMNR? sf

To: margie who wrote (4496)	6/20/1998 10:29:00 AM
From: Bhag Karamchandani	Read Replies (1) \| Respond to of 6136

Margie: What is your assessment of AG3304 Phase I results? Is there a source for more detailed info? In comparison to the AGPH press release, I have come across half a dozen Phase I Cancer drug trial announcements, from various companies, proclaiming reduction or arrest of growth in tumors and metastasis.Are they all guilty of hype? More importantly, is AGPH being too conservative?? What is your reaction to coupling seemingly marginal results with a hint at work on second generation MMP's. Can it be as bleak as it looks, if in fact, unlike Thymatiq, AGPH is spending money on AG3304 Phase II/III trials?? I am unable to determine if the latter include 'non advanced' cancer patients? Since AG 3304 is being administered with two established anticancer drugs why would the latter trials be confined to advanced cases? As most of us have acknowledged, you have been an invaluable source of info on this thread. Hope you can shed some light. Thanks.