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Biotech / Medical : Zonagen (zona) - good buy?
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To: BigKNY3 who wrote (977)12/14/1997 11:34:00 PM
From: Mama Bear  Read Replies (3) of 7041
 
You get much too hung up on Asensio's writings, IMO. Forest and the trees syndrome. I'm not sure what the Schering agreement has to do with Vasomax being an efficacious ED drug. Has Schering never invested money in a drug that has failed before? That's not a facetious question, I don't know their track record. But I'd bet that they have more failures in deals like this than success. By the number of deals of course. They probably only need 2 out of 10 to hit to come out with good numbers on the balance sheet.

If I found Asensio's credibility to be beyond reproach I'd already have established my short position, and gotten it somewhere ~31-32. But like any analyst his recs are good for a starting point to research a possible position, not someone to follow blindly.

Barb
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