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

To: Oliver & Co who wrote (5369)	9/22/1998 12:08:00 AM
From: Vector1	Read Replies (1) \| Respond to of 6136

Izzy and Oliver, From what I gather both of you guys are MD.s. I have read your posts and you both understand the company, the HIV market and are obviously extremely bright. Yet you both are apparently listening to a broker advising you on technicals of a stock the fundamentals of which you understand better than 90% of the market investors. With your medical backrounds you have a huge advantage investing in companies such as AGPH, but you give it away when you play the trading game. It is a game which is hard enough when you are an institutional trader and have a screen in front of you all day. The only one that wins is your broker and the IRS sucking away half the winnings from your short term gains. AGPH is a great fundamental value play. They have a $500m (in 2000) pharmacuedical, a strong pipeline in their niche and a cheap valuation. Lehman today put out a new 99 estimate of $1.34. My advice is to wait and see if the stock gets pumelled at the upcoming conference by Sustiva hype. You know better. Use it as an opportunity to buy more and hold it unless something fundamental changes. V1