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

To: Captain Jack who wrote (5187)	8/19/1998 3:47:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 6136

John, one thing I've learned with this stock, as with many, is not to count my eggs before they hatch (or however that goes). Quite often after a move like today, it pulls back tomorrow. Quess it depends how strong these buyout rumors are. The excerpts from the BS report seem to support, or officially create the suggestion of a buyout. This would make me one happy camper. sf

To: Captain Jack who wrote (5187)	8/19/1998 4:00:00 PM
From: margie	Read Replies (5) \| Respond to of 6136

<<I DO NOT SEE THIS VOLUME/PRICE ACTION FROM 1 BUY RATING >> David Molowa, Bear Stearns analyst, initiated coverage of Agouron in June 1995 with a neutral, and I doubt if he ever rated it any higher. Molowa is a Vertex fan. For Molowa, a perennial bear on Agouron, to upgrade to a buy, with a price target of 50, or a price target of 100 if Remune is approved, is impressive. Bear Stearns does not do underwriting for Agouron, as far as I know. And the ten point drop has nothing to do with IR. Try the "Great Sustiva hype" and the emphasis on side effects of protease inhibitors. The side effects of NNRTI's have been ignored, and there are a lot more dropouts and side effects from NNRTI's than have been acknowledged. The book value of Agouron is $7.67, with 30.9 shares outstanding.