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

To: Steve Fancy who wrote (4665)	7/1/1998 12:35:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 6136

Frustrating to hear Crossen crowing about increased competition as though it has emerged or is emerging. It says "in anticipation of increased competition", not "in anticipation of fear and short selling". Where is the competition, David? AIDS patients remember the old days, where only reverse transcriptase was inhibited. Do you know how many patients are going to willingly forego a PI to return to those days, David? You should be able to fit both of them in your office for a nice, comfie conversation. That's if you were comparing apples to apples, David, and knew that a Sustiva/NRTI combo will actually be competitive. >> "We've known for a long time that there would be new competition for these protease inhibitors and it looks like today is the first day the market is realizing it," said Dr. Charles Engelberg, an analyst with AmeriCal Securities. << Doctor?? Implies that Engelberg may be a scientist. Funny how scientists stop making unbiased judgements when they become promoters/analysts. Let's start a separate thread, tracking biotech analysts. There are some classic Matt Geller-related posts in the PDLI thread. OK, I'll start.... two categories..... Analysts that find science to suit their interests..... David Crossen Analysts that (often) find analysis to suit the science...... Mike King Other nominations? (I've got a ton)