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

To: Vector1 who wrote (4835)	7/10/1998 7:47:00 AM
From: John F Beule	Read Replies (1) \| Respond to of 6136

Well organized and thought out post pertaining to an article that was not thought out or organized. The street.com is a hype (rag), it is the result of this newly-formed mass proliferation of information, and can be used as an ally or an enemy. Thanks John

To: Vector1 who wrote (4835)	7/10/1998 8:41:00 AM
From: Intel Trader	Read Replies (1) \| Respond to of 6136

Good job V-1. I'd much rather be long AGPH than short it. The short money has already been made. There are much better situations for shorts to make money in (check out IPIC and similar one-product-wonders that fizzle to single digits). It is very dangerous for shorts to enter and stay in a good company for a long while. An example: While there is no possible way to compare the two, YHOO is an interesting anecdotal short story. I'm aware of someone who believing that YHOO was overvalued at $100 shorted one thousand shares. That person, believing that YHOO was overvalued, continued to pay margin calls over a period of months. Guess where they covered recently: $190, for a $90,000.00 LOSS!!!!! There are still people who are short MSFT for ex from $45, and that was before the split! Believe me, there are many other companies that I'd rather short. AGPH is not one of them, having a potential of rising 20 points in a day if something positive arises. As for TheStreet.Com, they have about 2-3 writers who are worth a darn. As for JJC, ask yourself whether you'd like to have him trade your money in his hedge fund. Regards, it

To: Vector1 who wrote (4835)	7/10/1998 10:31:00 AM
From: Oliver & Co	Read Replies (2) \| Respond to of 6136

Good response. I attended last night a teleconference, live from New York, to 15 Cities in the US, with some of the best HIV experts (M. Fischel, J. Mellors, C. Benson and others) giving an update of the Geneva conference. The state of the art antiretroviral therapy continues to be HAART with PI's, Sustiva and Abacavir are yet to be released, and although they look promissing, there is not enough data yet. PI therapy, with all its shortcomings continues to be the Standard of Care in the US (and most of the Western World). What we will have in the future is "More Choices." Viracept is the best PI on the market, and it will be so for a long time. It also works well with the new agents, works very well with other PI's and NNRTI's, and is the best on BID dosing. For some reason, AGPH has, and continues, been clobbered over this past year, inspite of excellent news and returns. A company that is making a lot of money, and is using is gains to grow. I will stay very long, sooner or later it will come up. You can not argue with quality. JLL PS. I do not even want the 30 days free at "The Street" I am going to work and see real patients, Bye