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

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To: Allan F who wrote (2553)2/26/1998 1:09:00 PM
From: Linda Kaplan  Read Replies (2) of 7041
 
Allan,

The Fortune article has shipped only to subscribers. I understand that the newsstand copy gets "drop-shipped" this Friday.

Personally, I viewed this uptick in the stock price today as an opportunity to exit a long position before the stock reflects the full effects of this article. When the article hits the newsstands and the wires, I think there may be a greater response in the stock price. But I've been wrong before.

To summarize the beginning and end of the FORTUNE article, it begins dramatically, describing Giles Brindley's "presentation" at a 1983 medical conference in Las Vegas, and ends by describing Viagra's advantages over Vasomax, and anticipated fast track approval. The bulk of the piece focuses very negatively on Zonagen.

Linda
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