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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Hank who wrote (8202)12/12/1997 9:17:00 AM
From: Franco Battista  Read Replies (2) of 9285
 
Good call Hank. The news of production problems was unexpected but someone seemed to be aware since the price was tumbling for some time.
However I do not agree with your assessment of Viagra, Zona and Vvus.
You are assuming they are all producing the same product and that therefore the bigger player will come out on top (no pun intended).
We seem to agree that Zona's product is a sham. There is no solid data for PFE's product and as now no studies have been made available. Because VVus is a smaller company, it obviously is under pressure to perform (again no pun intended) on a consistant basis and any slip will be severely punished. These slips provide great shorting opportunities, but in the long run VVus will make money. Their product has just been approved in UK and they received a $3 million payment for this while others countries will approve soon. Of course this is my opinion.
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