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


To: Bhag Karamchandani who wrote (4773)7/6/1998 11:59:00 PM
From: Izzy  Read Replies (3) | Respond to of 6136
 
Anybody know where I can get some Prozac, short term (won't need it long term)? Bhag, answer is "yes"; suggest your reading Yahoo IMNR board (too difficult to summarize info here, for me at least); also, why don't you buy a few shares of AGPH at these great prices (Steve will sell you some of his share). PS: IMO, the MS-DW Lind analysis suggestion of a 4Q loss of $0.27, rather than profit, may not be correct at all, since it is not known when/how much AGPH will report the upfront license fees. I was so mad today that I tried calling Lind (refused to talk to me) and threatened to close my acc't; however, it was relayed back to me that I was probably correct and AGPH may not have a reported loss for fiscal/quarter June '98. I was reassured that Lind maintains a buy on AGPH. It was my impression that Lind's report contributed to the stock price drop today (eg., he didn't report on VRTX and that stock price was stable). AGPH IR cannot provide any significant info. So maybe some of the rest of you can also call the broker houses that follow AGPH and find out what they think. Like Steve, I can't afford to keep chasing this stock down. We should have had a major price upswing by now. Yet, I can't/won't sell any stock at these give-away prices just so someone else can make the money. So, I've said my piece of mind for now (thanks for letting me ventilate my frustration, and Bhag you're not helping any). <eom, for now>



To: Bhag Karamchandani who wrote (4773)7/7/1998 12:11:00 AM
From: Steve Fancy  Respond to of 6136
 
Bhag: Regarding AG3340, I double checked the report. The Anticipated Milestones were on the bottom of the last page, and listed in date order. In that this report was faxed to me, maybe I'm missing the last page. I'll check with the source in the morning and let you know.

One thing I noticed from my laymans standpoint regarding Remune:

...presented new data on Remune, showing dramatic increases in HIV immune stimulation indexes among patients who received the agent along with standard ART. Remune increased levels of circulating chemokines and increased virus-specific T helper cell counts. It also decreased virus blood levels.

They then go on to state the viral blood level statistics, but never explain or offer any statistics indicating how dramatic the increases in HIV immune stimulation indexes were, or how much levels of chemokines and virus-specific T helper cell counts were boosted, or in what percentage of patients. I wonder if this data is known, or its being kept under wraps.

I don't believe AGPH would enter into a deal unless they felt very strongly about it, but, if initial supporting data is not being released, I can see based on history, how investors might question their judgement. All three deals sound like they may be pretty big "ifs". Apparently this is just the way this industry works?

sf