Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peter Singleton who wrote (4998)	7/25/1998 6:19:00 PM
From: Izzy	Read Replies (1) \| Respond to of 6136

MS analysis (7-22-98) "The New Agouron" [6 page report]: FISCAL 1999 Viracept US sales: $430-440 million Hoffmann-La Roche royalties: $30-35 million Contract revenues: $35-40 million Gross margins: 69-73% Royalty payments to Japan Tobacco: 24-25% US Viracept sales European sales: $240 million ($29 million to AGPH) FISCAL 2000 Viracept US sales: $512 million European sales (thru 2002): $450-460 million REMUNE Fiscal 2001: $160 million 2004: $400 million (30% virtual royalty to IMNR)

To: Peter Singleton who wrote (4998)	7/26/1998 1:01:00 AM
From: Peter Singleton	Respond to of 6136

Another quality post from the IMNR thread on Yahoo ... I've cited the link and pulled a couple of key quotes post.messages.yahoo.com@m2.yahoo.com <<I ask because I've been under the impression that they already have enough data to pursue a fast track filing if they wanted to be aggresive, and, now, perhaps they want to be. ... I've long been intrigued by their monotherapy trials being conducted in Thailand, feeling that these are the "cleanest" test of Remune. Without revealing any names, I spoke with someone at IMNR (not IR or Gibson group) after Geneva who told me that the Thailand data will be published in an HIV journal in about a month (weight gain, increased CD4 count, increased CD4 ratio, and decreased viral load) and also intimated that fast track approval is being pursued in Asia. >>