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

To: Izzy who wrote (5352)9/20/1998 2:32:00 PM
From: Steve Fancy  Read Replies (1) | Respond to of 6136
 
Izzy, as I think you know, timing the market, or individual stocks is very difficult at best. With AGPH, we may be beyond the point of trying to time it. Not that there won't be ups and downs, but I suspect at least for now the stock is finally going to stabilize with a slow but sure uptrend...if not maybe we've all been wrong. Short of bad news on Remune or AG3340, or major flaw in this tracking stock if passed, should be better times ahead. Does sound like Viracept revenues may continue to surprise for the short term future anyway.

That said, we're either going to see some profit taking on Monday, or a continuation of the strange forces of the last two weeks or so.

sf



To: Izzy who wrote (5352)9/20/1998 10:19:00 PM
From: Oliver & Co  Respond to of 6136
 
Izzy, I expect Cryx, Norvir, and Invirase/Fortovase, all to decrease in use, probably Cryx and Norvir the most. Viracept will continue to be used more, until a new PI (that is substantially better) comes on. The name of the game in HIV is combination therapy, and Viracept can be used in any combo, unlike the others.

Happy New Year to you!
Shalom (I hope I spelled it right)


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