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Brad Anderson and Braddock Bill, Part 2 on why I'm short: I question the efficacy of the drug. My understanding is that superdisintegrants just make things disolve more quickly. Their effectiveness can be altered by things like the amount of water in a person's stomach and food, etc. If vasomax goal is to achieve blood levels sufficient to produce an erection, then why wouldn't the standard variety still work, but only (slightly) later, when the blood level has been achieved? What if you took the standard phentolamine, ground it up and put it in a glass of soda-even quicker than vasomax then? A less serious observation-If it was such fantastic pill for ED, then why wouldn't a common side effect of the standard variety be some enhancement of sexual function (perhaps it is?)? Again, this is assuming the pill is just a superdisentegrant and phentolamine. Your observation about the number of persons that participated in the phase III trials also concerns me. There are so many factors that cause ED, psychogenic (50% as reported in the Zorgniotti/Zonagen patent), systemic illnesses, trauma, epilepsy, tumors, or reasons unknown, that I would have been more persuaded on the long side if they had used a couple of thousand guinea pigs, instead of a few hundred. The 50% psychogenic is the most troubling stat. Assuming their Phase III population is normative, if you looked at the non-psychogenic cases in Phase III, how many are left (cut out the 50%)? Can you put all successful vosomax psychogenic cases in the placebo-effect category? Also, they certainly had enough money to do a larger study- why was it so limited?! Larger numbers would be a lot more convincing. Why do they remain silent in the face of all the recent serious attacks from Asensio et al, or use weak intermediaries to rebuff the critics (the Clinton/Lewinsky approach). They promised a new web site by the end of January. Where is it-the date of completion is no longer promised on the site. How many good faith investors have lost their shirt at this point? It's hard to like a company that appears to have so little regard for their stockholders. They have filed on the 24th to buy some more stock back. From their recent history, I would say that this is to bolster their own inside position in Zonagen-not to protect the other stockholders. If I'm wrong I'd like the longs to convince me before I lose my shirt. Thus far I have concluded that vasomax is an ED drug, just probably not a very good one-and overvalued. Kent |
