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

To: JMM who wrote (5159)	8/14/1998 2:17:00 PM
From: Steve Fancy	Respond to of 6136

AGPH is very weak right now. Watch out if it breaks 23 convincingly. It's hovering on the brink of disaster...haven't really seen anything suggesting the two big news pieces of the week did anything other than further dampen enthusiasm. The Remune possibilities haven't generated an ounce of pep either. It's really not looking good. The AGPH story needs to be understood. I'm really hoping that AGPH's largest problem is their IR department. IR should be much more than giving callers technical answers and leaving folks with the warm fuzzies. I believe I saw something recently from AGPH suggesting that putting news releases together just takes too much time, something they claimed to be too short of. On the other hand, I respect the opinions of Rick and others here and am holding off from putting the first K on the block. The following statement was in a post on Yahoo...any comments? One beautiful thing about a separate stock to track the oncology pipeline, it will force shorts to run for cover no later than the effective date. If not, they have to make up the new stock to those entitled to receive it. sf

To: JMM who wrote (5159)	8/14/1998 2:30:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 6136

JMM: I am a resident bull on occasion. The thread includes two clear "taking my money elsewhere" calls. My small, current position is described in an earlier post. I don't hold shares, long or short. You dropped in as a guest and commented about a long-term contributor and the company, giving an opinion but no data. You're certainly free to do such, but it's not the tradition of biotech at SI. >> kinda naive to believe that the bullish opinion is always the correct one << Correct. And the sun will rise tomorrow. Outta here, folks. Since I'm out of date with respect to the pipeline, I'm not serving much of a useful function in any event. Cheers! Rick

To: JMM who wrote (5159)	8/14/1998 3:29:00 PM
From: Peter Singleton	Read Replies (2) \| Respond to of 6136

JMM, You're interjecting in a long conversation on this and other threads, and don't have the benefit of participating in that conversation. Rick Harmon does not need me or anyone else to defend him, but I'll do so anyway. Rick is neither long nor short on the stock, either in his position, or in his opinion. He's positive on the company fundamentals, which I'm sure you'll agree often are not reflected in a stock's price, sometimes for long periods of time. The price can even diverge from the underlying business's fundamentals, and go north or south quite aways despite the fundamentals. He's also respectful of other folk's opinions (well, mostly), since there's always a long and a short case to be made for any company's fundamentals. Lastly, Rick is considered by most folks who follow biotech closely to be the leading biotech person on SI, in terms of his knowledge and insight, both of which he shares freely ... Peter