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

To: Elmer who wrote (5364)	9/21/1998 6:25:00 PM
From: Izzy	Read Replies (1) \| Respond to of 6136

Hi Dave. As I had stated earlier (and supported by JLL, I think), and I'm not speaking for all clinical doctors (and we do the prescribing, not the scientists, researchers, etc.), Viracept will continue to have increasingly prescribed prescriptions and Crixivan and Norvir are going to fade away. I think the Hippocractic Oath, which I took over 30 yrs ago, says "physician do no harm." I'm not going to give my patients any medications that might make them sicker than they already are, and that's that. However, we do need another good PI on the market and, IMO, VRTX's PI might be the answer (plus VRTX also has a great potential drug pipeline). Yes, I would expect GLX to take the VRTX PI NDA and fast-tract FDA approval if the clinical results are good, which they probably are. But I bet that Remune gets FDA approval first.

To: Elmer who wrote (5364)	9/22/1998 8:25:00 PM
From: Izzy	Read Replies (4) \| Respond to of 6136

Anybody (? Dave) notice that VRTX was up 4 today to 27 3/4 and yet VRTX has no projected earnings for ? 2 yrs. Agenerase (amprenavir) is being made available to those patients failing current PIs (as Dave already posted). But does anyone know anything else about this PI? I'm sure that there have been prior posts about this (after the Geneva meeting) but I can't find them. So, both AGPH and VRTX were good buys in the low 20s. Anyone buying now?