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

To: sam who wrote (5658)	11/10/1998 11:55:00 AM
From: Henry Niman	Respond to of 6136

I missed the beginning, but David Molowa was just on CNBC. I think that he initially mentioned BGEN as a larger Biotech. When asked about a smaller ones, he gave LGND, with 2 drugs slated for approval by the end of the year, and a launch and profitability next year. For acquisitions he mentioned SEQU and AGPH, and as far as stocks getting too pricey, he mentioned the BS downgrade of AMGN today, based on price.

To: sam who wrote (5658)	11/10/1998 1:34:00 PM
From: Steve Fancy	Read Replies (2) \| Respond to of 6136

Sam, I haven't heard anything from MSDW. How are you concluding that they're buying today? Wouldn't surprise me if BS were buying also. Over the last six months or so I've seen BS involved with several very questionable situations. In any case, ya gotta love it. Seems to going up on strong rumors of some kind of deal...seems everyone is assuming a buyout. Anyone have an opinion if a buyout were to occur as to premium over and beyond current stock price? I'm going to sell calls soon, but can't help but feel we're going to somewhere just short of 45....43-44 maybe. I personally agree with Margie and others that a marketing deal seems more likely, but want to be prepared for either. Thanks, sf