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

To: JMM who wrote (5126)	8/12/1998 5:06:00 PM
From: sam	Respond to of 6136

Here's my take -- FWIW -- with regard to DuPont. It's not so much the "one product" they'd be buying (although that "one product" would give them 12 month revenues forcasted to be almost equal to the current market value of the company they'd be purchasing). It's presumably the HIV drug sales force already in place. DuPont currently does not have such a sales force. And it could easily leverage that sales force into large scale sales for Sustiva. The rest of AGPH (the "biotech portion" deemed worthless by Wall Street) could be spun-off. This, of course, is entirely conjecture. And, what do I know anyway? Evidently -- not much (since I'm still long AGPH as well as some of these other lowly biotechs).