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

To: Peter Singleton who wrote (5089)	8/6/1998 2:23:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 6136

Re: Antisense rights (maybe relevant to general "small molecule rights" in the future) Peter, the antisense rights usually claimed by the genomicists are specific to the target. I think, correct me if I am wrong, that much of Isis patent estate refers to enabling technology to make antisense work pretty much regardless of target. This would be the case for new chemistries and/or technology to improve cell penetration. My guess is that if company "A" wants to make an antisense to gene X, patented by, say, Incyte, they may need a license from INCY, and another from Isis if they use their chemistries. I see these kinds of patents as complementary rather than directly competitive. This does not mean Incyte would not try to sue Isis if the latter developed an antisense agent, using whatever chemistry, to one of Incyte's genes (a la Chiron vs. Agouron, Gilead, ...) PB

To: Peter Singleton who wrote (5089)	8/6/1998 3:08:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 6136

Peter, this one was a little close for comfort. It is looking like some kind of sell-off on the 10K yesterday. We need some news out of these folks. Let's hope monthly scrip data is pretty good...seems this will become increasingly important to hold the stock up. Any expectations of news in the next 60 days? Any idea when we'll get further details on this spin-off company. As usual, the IR on this issue seems to have been handled as poorly as possible. Seems they created just the opposite affect they wanted...would have been better off releasing the details when there was more to the story, rather than creating more uncertainties as they did. This company really has a lot to learn about playing the game. I sincerely hope this is their largest problem. sf sf