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Biotech / Medical : Zonagen (zona) - good buy?

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To: mc who wrote (836)11/20/1997 9:17:00 PM
From: Skywatcher  Read Replies (1) of 7041
 
A fine post and brings to light the fact that in any industry, one can have different investments in different companies that are trying to compete in the same market. If one didn't, many would call it foolish to ignore the fact the markets can sustain many companies. None of these drugs are going to be THE CURE...we are talking about a very complex issue, made quite clearly by the CC today.
I will only say here that no matter what I think of Vivus or any of the others, I don't go around bad mouthing them...I put my money where my mouth is and carry on a discussion of what's happening in my stock.
And especially with ED!
This is a drug that has to be used with a psychological influence going on at the same time! Now that HAS to be the most complex set of conditions I have every seen. There are so many facets to the human sexual process that NO ONE can predict all the answers. anyway...back to the Conference Call...
I was VERY impressed by the absolute handle this man (Joe) has on the whole picture. I am not a long term CC listener, but the way in which this guy handled himself it was the most confidence building call I have ever heard. Being on the line for a product that is not out yet, and with no income (This of course Excluding the great new aggreement)
from the product itself...man he was good.
Right up front...amazing knowledge of the process, and great name recall for the players that helped him get to where they are.
I'm still in for a much longer period after that. The immediate price problem is still there...that I can't predict, but the openness and fact that they had the call right away...this IS the way to handle this type of wild shorting newsreleasing action with action .
That is what they did...
chris
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