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

To: scaram(o)uche who wrote (4946)	7/22/1998 11:53:00 AM
From: Timothy Kross	Respond to of 6136

I have been an Agouron shareholder for a number of years. The present price weakness is an excellent opportunity to dollar cost average more shares into the portfolio. In essence, there is nothing that will replace PIs in the AIDS armamentarium in the near future. I believe the only thing that will do them in is drug resistance in the HIV naive patient. The July 20th issue of AMA News, page 52, has an article on treatment of HIV. A physician survey by Louis Harris and associates indicates that many people are not being treated presently with state of the art triple drug therapy that include a PI, and two NRTIs. They are recommending an HIV specialty board to assure that present treatment guidelines are being met. It appears that there will be many cases of AIDS that were treated with one or two drugs, not including PIs. This means that when they relapse, there will room for PIs because they will be PI naive. This could be an excellent market for PIs and Sustiva. Best regards. Tim

To: scaram(o)uche who wrote (4946)	7/22/1998 1:31:00 PM
From: Peter Singleton	Respond to of 6136

Rick, the body of evidence for "Rick Harmon, Biotech Guru" continues to grow. Really insightful point about Clinichem from Biochem Pharma as a possible model for the AGPH Oncology Division stock. AGPH could make a couple of changes, and issue the following text from the Clinichem announcement: <<CliniChem was formed by BioChem for the purpose of conducting the clinical development of certain of its therapeutic and vaccine product candidates with a goal of commercializing such products. CliniChem will continue the development of a number of therapeutic and vaccine candidates initially discovered and developed by BioChem. BioChem has made a capital contribution amounting to CDN $150 million to CliniChem. ''The formation of CliniChem is a major element of our strategy to invest heavily in research and development in order to assure a growing pipeline and to benefit shareholders in the long run,'' said Dr. Francesco Bellini, Chief Executive Officer of BioChem Pharma. BioChem holds an option to acquire commercialization rights with respect to individual products developed by CliniChem on a country-by-country basis. BioChem, as holder of the Class B Common Shares of CliniChem, holds an option to purchase all of the outstanding CliniChem Common Shares at a price to be set according to a predetermined formula.>>