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

To: scaram(o)uche who wrote (5012)	7/29/1998 10:31:00 AM
From: sam	Read Replies (1) \| Respond to of 6136

Selling AGPH to buy VRTX BECAUSE of VRTX's second and third generation P.I.'s? I sure hope no one in my family has any money in this guy's fund.

To: scaram(o)uche who wrote (5012)	7/29/1998 1:15:00 PM
From: billkirn	Read Replies (5) \| Respond to of 6136

Rick: Also saw Kurt. Sat next to his wife. She said he has been shorting, and she was not helping him manage the fund. They are an attractive couple. I did think his presentation was pretty weak. Sold all my interest in the fund, and recommended to family they do the same. I heard he thought Vertex may be an opportunity and was making a small purchase at this time, and that Inhale was his best bet. Also got the impression he is ditching all small, under 100m, biotechs and moving into the bigger guys. Both presenters felt the game is over for the small biotechs. Bill