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: aknahow who wrote (5185)	8/19/1998 3:21:00 PM
From: Vector1	Respond to of 6136

From the BS report * Agouron offers a potential acquiror an AIDs drug, Viracept, with sales annualizing north of $400 million in the U.S. alone, a pipeline of AIDS and cancer drugs, technological expertise in structure based drug design and combinatorial chemistry, and $85 million in cash. * We believe that an acquisition at $40 per share could be accretive by 2000. Our sum of the parts valuation analysis suggests fair value of $50 per share. ----------------------------------------------------------------- V1note-- If Remune is an approvable drug then the valuation should be doubled.