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

To: Bhag Karamchandani who wrote (4604)	6/29/1998 3:40:00 PM
From: sam	Read Replies (2) \| Respond to of 6136

FWIW, most analysts seem to have the same opinion as Richard Harmon. Indeed, in her latest report dated June 22, 1998, Elise Wang states that she has "yet to include any projections for AG3340 into [PaineWebber's] financial model and as such this product represents potential upside."

To: Bhag Karamchandani who wrote (4604)	6/29/1998 4:03:00 PM
From: scaram(o)uche	Respond to of 6136

Bhag: Nah, this market cap is tiny. Johnson could double it overnight. The REMUNE and NNRTI deals are telegraphing the strategy. Cheers! Rick

To: Bhag Karamchandani who wrote (4604)	6/29/1998 5:28:00 PM
From: Joe E.	Read Replies (2) \| 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. >> Unfortunately, it is just AN AIDS vaccine in clinical trials, not THE AIDS vaccine. The non-PI treatment success is an important factor. While PI's are sure to be part of the leading treatment protocol for some time, it looks like alternatives are arising. Given the resistance problems that are also arising, it is good for HIV infected people that at least one alternative is developing. Since there is probably a resistance issue with non-PI treatment protocols too, it is likely that the patients who develop resistance to non-PI treatments will eventually get PI's. I don't think it is necessary to make a big adjustment to the Viracept revenue model yet based upon what I have seen in this area so far, although maybe a slower sales rate a few years out is appropriate. AG3340 is still important, but the recent moves by Agouron suggest that cancer treatment is only the 2nd leg of the stool for Agouron, and AIDS will remain the main leg. (Just to complete the analogy, their research into other diseases is the third leg.) IMHO AG3340 will have a shorter effective life than Viracept.