SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Zonagen (zona) - good buy?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: khrnyc who wrote (1926)1/22/1998 10:09:00 AM
From: Tokyo VD  Read Replies (1) of 7041
 
Keith,

You suggest that the market will realize that it is undervaluing Zona's potential market value (today worth around $42 per share and when the NDA is filed will be worth around $67 per share).

Given this favorable scenario, why don't you tell us how you arrived at these share prices. What is the total market size? Why don't you tell us Pfizer's pricing strategy for sildenafil and what discount Zonagen would try to place on Vasomax, if it were ever to file an NDA and receive FDA approval, to be competitive. Why would 15% of the market buy a product which has lower utility than sildenafil? Your price targets are awfully close to the Garrison, Webb report from several months ago. Frankly I think you've been had by somebody.

Furthermore, ettiquette aside, don't ignore my questions regarding your affiliations. I'm normally a nice person, but you've stepped over the line with your claim of "due diligence" (of which you've done zero). Frankly, I'm surprised that you'd stick with this story unless somebody else put you up to it.

Tokyo
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext