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

To: Steve Fancy who wrote (4900)	7/20/1998 1:39:00 PM
From: Steve Fancy	Respond to of 6136

Weekly scrip data for week ending 7/10... New 3538 up 1.1% Refills 6615 down 8.6% Total 10153 down 5.4% Monthly scrip data for June... New 17,995 up 1.1% Refills 31,846 up 5% Total 49,801 up 3.6% Total market share increased from 31.3% to 31.8%

To: Steve Fancy who wrote (4900)	7/20/1998 1:43:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 6136

>> selling calls against half the position << You've had Johnson say that he's going to unveil an innovative program to finance the R&D and maximize Viracept value to shareholders. This could be something straightforward such as a BCHE-like deal, a shell. OTOH, a CHIR-like deal would be enormously desirable (a technical term) for several partners. BTW, Margie..... I put the odds that AGPH would be outright purchased at something south of 0%. Management is proud and confident with good reason. The smart move, for all parties involved, is a deal for 49%. DuPont is just the best of several good fits. Rick