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

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To: Dauntless who wrote (3508)4/21/1998 1:04:00 PM
From: sly-1  Read Replies (2) of 7041
 
No short position, nor long for that matter. I made my $$$
in ZONA last summer and VVUS also. Currently in HVSF and
SNTKY with large long positions .... taking a bath. I wish
all would be propelled north but I just don't see it. There
is too much hype/marketing power behind Viagra and it is
going to take market by storm - rendering the remaining market
share to only those unfortunate few for whom Viagra doesn't
work for. It appears to me the only good money to be made is
to create an industry basket of VVUS, ZONA, SNTKY, and HVSF
and SHORT them all - even if ZONA does prove to be a winner,
how many of the others will be able to survive???

VVUS has viable product in MUSE but look at its stock price
lately - none of the other 3 have FDA approvals - some
have not even cleared Phase II/III trials!!! Profits are
years away. Even if Viagra runs into some problems in
post analysis, PFE has bought at least 12-18 months of
runway to work with before the "competition" can enter -
giving PFE plenty of time to re-work any bumps encountered
with Viagra.

I am shifting longs in SNTKY and HVSF (ouch) to PFE and
shorting the rest of the lot - anyone else care to follow???
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