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

To: Nate G who wrote (4981)7/24/1998 12:49:00 PM
From: sam  Respond to of 6136
 
Overpaid? Perhaps. But hopefully the AGPH scientists saw something in the preliminary data they liked. AGPH needed to position themselves with regard to the next generation of PIs -- and they did. As for Remune -- originally it seemed the street thought Remune was already an also-ran (following Geneva), but on further review it might just be a keeper.



To: Nate G who wrote (4981)7/24/1998 1:34:00 PM
From: Peter Singleton  Read Replies (1) | Respond to of 6136
 
Nate,

I doubt they overpaid for any of the three inlicensed products. I'm sure they paid a fair price, but one that had a significant payback on a risk adjusted basis. These guys are very conservative, do their homework, and know the HIV market and technology very well.


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