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

To: Captain Jack who wrote (5280)	9/9/1998 4:44:00 PM
From: Joe E.	Read Replies (2) \| Respond to of 6136

DuPont sounds good to me. Viracept would be a good fit with Sustiva. Agouron's research effort could definitely stand to be sheltered more from public view, as Agouron management is too focused on stock price fluctuations, IMO. This is leading them to some strange decisions, such as the onco-division. I have a wimpier theory, which is that Vertex's protease inhibitor data is weak, relieving some future competitive pressure on Viracept sales. Supposedly Vertex/Glaxo are presenting their data 9/24 or so. While my theory has no support in the press, it is consistent with weakness in Vertex. I definitely don't have any inside data on this.