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

To: Intel Trader who wrote (4858)	7/11/1998 11:54:00 PM
From: Izzy	Read Replies (3) \| Respond to of 6136

Intel: Thank you very much. Wonder why Eisenger (can anyone think of a better name for him?) has so much interest in AGPH (I think that this is his 2nd major article), how he is able to obtain a letter sent from Johnson to AGPH employees, and why Donna Nichols says so much to him, including a comment regarding the upcoming earnings report, particularly since he is not even a broker analyst following the company? I think that there are now over 100,000 people taking Viracept and I'll bet that AGPH beats projected consensus earnings (can't bet too much since I didn't win the Calif lotto of $70 million tonight). Appreciate your input.

To: Intel Trader who wrote (4858)	7/13/1998 2:24:00 PM
From: schadenfreude	Read Replies (2) \| Respond to of 6136

>> If Agouron is in difficult straits, then Vertex is probably worse off. The company has a market cap of $530 million, but has yet to launch its long-delayed PI. Its protease inhibitor is still not launched and was shown to not have a potency or resistance advantage at the Geneva meeting, according to several investors who attended. Rumors abound that Glaxo will give back rights to the drug to the biotech company -- always a bad sign. "I think to justify the current valuation, Vertex has to sell more Amprenavir than Viracept," said DLJ's Parker. Is that unlikely? "Yes." << Anyone considering hedging their AGPH position by shorting VRTX? $500M sounds rich unless they have something else in the pipeline. Just thinking out loud... Otaku