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

To: scaram(o)uche who wrote (4603)	6/29/1998 3:33:00 PM
From: Bhag Karamchandani	Read Replies (3) \| Respond to of 6136

With the AIDS vaccine in clinical trials and the reported potential effectiveness of non PI based AIDS therapy, anyone who thinks AG3340 PIII results are marginal to the fortunes of AGPH must be in denial.

To: scaram(o)uche who wrote (4603)	6/29/1998 3:35:00 PM
From: Peter Singleton	Read Replies (1) \| Respond to of 6136

Rick, what's your take on the stock price down today? (and I know it's a black art predicting short term price movements ...) Could it be related to the Sustiva announcement? Both AGPH and VRTX opened up, but have sold off some on modest volume intraday. myself, I don't have the foggiest notion ... and I guess we can all go nuts trying to puzzle out short term moves in the market if we're basically long on a stock, like I am on AGPH. Peter

To: scaram(o)uche who wrote (4603)	6/29/1998 4:01:00 PM
From: Izzy	Read Replies (1) \| Respond to of 6136

Rick, I would agree with your proposed treatment regimen altho' HAART therapy, including the use of a PI, appears to be more of the current standard treatment approach. The article you posted was dated June 29 and gave results of combo treatment with Crixivan. Today, there is to be results on the combination of Sustiva with Viracept; I can't find the data yet. If Sustiva decreases Crixivan levels, but increases Viracept levels, it would seem to me that Viracept would again be the PI of choice. In fact, I still can't figure out why Crixivan is still be used, even in ongoing clinical trials. But, I guess, that's one of the purposes of having an AIDS conference; comparison of various treatment regimens. Thanks for your input today.