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

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To: Jacques Chitte who wrote (3070)3/26/1998 2:43:00 PM
From: Linda Kaplan  Read Replies (2) of 7041
 
Alex,

Your position makes the most sense to me. Even if the FDA were to approve, by then the market will have been well saturated, and divided between Viagra and Muse. Vasomax will only be likely to be tried by the people who failed with both other drugs. Of those failures with both Viagra and Muse, I'd guess a tiny percentage will take to Vasomax. I just don't think there's that much earning potential down the road. If people find a drug that works for them of this nature, they'll stick with it, so I don't see there being much left of the market by the time Vasomax is approved, if it ever is approved.

I don't know if anyone has a grasp on the specificity -- for what conditions would Vasomax actually work, for what conditions the others would work? There's controversy about the size of the market but there can't be much controversy about the fact that Muse and Viagra will have saturated that market long before Vasomax can be approved.

Linda
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