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


To: Izzy who wrote (4733)7/4/1998 2:35:00 PM
From: billkirn  Read Replies (1) | Respond to of 6136
 
Izzy: Conclusions from NYT on line article:
nytsyn.com

Agouron needs to demonstrate that Viracept has less of these fat attributes than others or they will fit in the same camp and eventually loose maker share.

Come on PR people at Agouron.. Get to work and answer some of these current objections and concerns to PI therapy. And, while doing so, come up with a well presented case for the current huge expenditures on these new HIV drugs... We need to understand the various trade-offs and reasons behind these moves..
Unless this is done, I suspect the stock will get hit pretty hard over the next few months since earnings expectations are going to get smashed.

Bill



To: Izzy who wrote (4733)7/4/1998 3:22:00 PM
From: PAL  Read Replies (1) | Respond to of 6136
 
A.Abelson is known as a contratrian indicator. The stock he trashed went up and vice versa. And you are right, bad news sells.