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: Izzy who wrote (5029)	7/29/1998 7:10:00 PM
From: David S.	Respond to of 6136

It is good karma for a medical stock to have MD in its stock symbol.

To: Izzy who wrote (5029)	7/29/1998 7:45:00 PM
From: John Metcalf	Respond to of 6136

Entremed has a higher nominal share price than Agouron, but less than 40% as many shares. ENMD is trading at a market capitalization of about $385mm, vs. $945mm for AGPH. I don't mean to imply that these relative valuations are realistic. Agouron's projected FY 99 sales are greater than the difference between the two cap levels, indicating that AGPH' relatively advanced products are valued much lower than ENMD's products which have not yet been tested in people.

To: Izzy who wrote (5029)	7/30/1998 1:03:00 PM
From: Vector1	Read Replies (1) \| Respond to of 6136

Izzy, <<Then why is ENMD stock price higher than AGPH's?>> Stock price is irrelevent. Market cap is what is important as described by John Metcalf. However, even looking at market caps it is hard to reconcile the valuations. I guess the academics may be wrong. The market is NOT efficient. At least in the biotech sector. V1

To: Izzy who wrote (5029)	7/31/1998 11:21:00 AM
From: Oliver & Co	Respond to of 6136

From Microsoft Investor today: Advisor ÿ Top alerts for Agouron Pharmaceuticals, Inc. On 7/30/98: It was reported that the current quarter mean earnings estimate for AGPH increased. Learn More. See Earnings Estimates See Consensus EPS Trend From 7/29/98 to 7/30/98: The three-month relative price strength rating for AGPH was at least 20 percentage points above its 12 month relative strength. Learn More. See a Historical Chart On 7/22/98: It was reported that AGPH fell short of average analysts earnings estimates. Learn More. See Earnings Surprise On 4/14/98: It was reported that AGPH beat average analyst earnings estimates. Learn More. See Earnings Surprise Research alerts for Agouron Pharmaceuticals, Inc. On 7/22/98: Analysis of the latest financial results for AGPH showed that the company's profit margin increased for at least the fifth year in a row. Learn More. See Ten Year Summary Since 6/26/98: Analysis shows that the price-to-sales ratio (PSR) of AGPH has been at least 25% above its Industry's average. A PSR significantly above the industry average suggests that a stock may be fully valued or overvalued. Learn More. See Price Ratios Since 5/4/98: Analysis showed that the price-to-cash-flow ratio of AGPH has been at least 25% above its industry average. Learn More. See Price Ratios Top Terms of Use, and Privacy Policy. c 1996-98 Microsoft Corporation and/or its suppliers. All rights reserved.