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

To: Izzy who wrote (4588)	6/29/1998 12:25:00 PM
From: Izzy	Read Replies (3) \| Respond to of 6136

Rick (and others): Did you (or anyone out there) have any idea that AGPH was working on a deal with Shionogi's 2nd generation NNRTI? My first impression is that AGPH will promote a combo treatment that includes Viracept, S-1153, and Remune, which, at first blush, seems to be a brilliant therapeutic approach. It also seems to me that AGPH is moving away from the idea/impression that it is a "one drug" company. It appears that AGPH is wisely using its money in investing in IMNR and Shionogi and that AGPH really expects to reep big financial rewards in the next few yrs (fortunately the Viracept sales gives AGPH the money to make such investments). Steve, IMO, AGPH stock price is going to go up, up, up (when?)...<eom>

To: Izzy who wrote (4588)	6/29/1998 1:48:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 6136

Izzy: No, I'm not implying such. I am only saying that strong data will be discussed for NNRTI and NRTI combinations. You can't make things black and white. Efficacy is not the open and shut determinant of market share, given side effect profiles. Show that lipid metabolism is not mucked by PIs or that our "to good to be true" scenario is justified, and the NNRTI/NRTI observations would only feed combos that add a PI. Rick