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

To: scaram(o)uche who wrote (4568)	6/26/1998 12:24:00 PM
From: sam	Read Replies (1) \| Respond to of 6136

Very funny. Especially this: "With the stock trading at only 2 times FY 1999 worldwide revenues and a short-position of 9 million shares, we believe that there appears to be uncertainty about the impact of the competitive scenario on AGPH's near-term earnings." In other words, if I understand this report correctly -- if there are a lot of shorts, those shorts MUST be right. Very well researched, well-reasoned and informative. ;)

To: scaram(o)uche who wrote (4568)	6/27/1998 12:45:00 PM
From: Vector1	Respond to of 6136

Rick, I have never been particularly impressed with Basu (the junior biotech analyst at CSFB). This is the guy who a year ago predicted that CLTR would be out of business in three years becuase IDPH would dominate all aspects of the NHL market. For an analyst to put out a hold on the eve of the conference without any analysis of Remune other than to say it could be upside is either poor judgement, intellectual laziness or both. V1