Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Henry Niman who wrote (4780)	7/7/1998 9:19:00 AM
From: Peter Singleton	Respond to of 6136

Hello Henry, Thanks for posting the weekly scrip data. It's worth noting that the weekly numbers have a lot of noise, and variations like these are not necessarily meaningful. However, the monthly data are closely watched, and with good reason. The trend for Viracept has been positive since launch ... any decline in market share on a monthly basis, especially if it were confirmed the next month, would be worrisome. My best guess is that Viracept will continue to gain market share, but like everyone else, I watch the IMS numbers for clues as to the future. And, the data are the data. Btw, thanks for your contributions to the thread, and in the past. Since you're neither a long nor a short (with the inevitable biases that creep into one's analysis), you help cast a skeptical but objective eye on the landscape here. Very helpful. Peter