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

To: sam who wrote (4513)	6/17/1998 2:45:00 PM
From: scaram(o)uche	Respond to of 6136

Sam: Good attitude. It still hasn't sunk in... we're in a new FDA era. While other companies are standing around, confused or observing, AGPH is sprinting ahead to further a constructive relationship. New world...... 3340 is designed to be a cytostatic modality. We are observing the transition to a new concept in cancer therapy, and Johnson et al. are taking a leadership position. That's not too surprising. They have observed the rationale for HIV....... hit it hard, neutralize it by attacking different enzymes, simultaneously. The trouble with cancer?...... it's composed of our own cells, and agents with differential cytotoxicity don't have much of a delta. However, angiogenesis is not an ongoing, normal function in most post-fetal humans. Try to imagine marginal efficacy of a drug from a SUGN or an ENMD or an IMCL or a ????. Now, try to imagine marginal efficacy from 3340. Put the two drugs together with rotating chemotherapy and perhaps a PgP inhibitor, and what have you got? Switching gears..... that abstract from Sydney (Duncombe et al.) is too good to be true. Henry has already provided an anecdotal example that counters it. We should keep our ears open. If there is any data to further support the abstract, we will soon be screaming...... wheeeeeeeee! Johnson is on record, saying that more IMNR-like deals are coming. How good is that IMNR/HAART data going to be? What pharmas have made offers for all or a portion of the company? How many more deals will it take before the sales force, 3340, and the pipeline will look like they're worth $1 billion without Viracept? It's going to get really ugly/nasty in the next two weeks. Unless the attacks are backed by firm data, take it with a grain of salt. Jesse Eisinger and other reporters.... you are certainly drooling over the opportunities that Geneva will present. There's no way that one can contain the potential for "sensation", but the issues above can help to provide balance. Every day that passes favors the guy/gal with the most brains. To date, it's been Johnson.