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

To: billkirn who wrote (4545)	6/23/1998 6:17:00 PM
From: Izzy	Respond to of 6136

Any comment regarding the WSJ article today, "AIDS Medicine Will Cost Less In Poor Nations" (re: Africa, Asia, South America: 90% of the world's 30.6 million HIV cases)? Glaxo will discount its combo AZT/3TC and BMS, Abbott, & Roche will also offer lower prices, but no mention of which drugs, more specifically the protease inhibitors. MRK will not offer Crixivan at a discounted price. So are the drug companies basically offering a 2 drug regimen (unacceptable, IMO) rather than the established 3 drug combo treatment? Could this potentially lead to drug resistant disease? Is Roche offering Viracept at a discount and, if yes, what would be the potential impact on AGPH's earnings? Something doesn't seem right to me.