Zonagen (zona) - good buy? Message Board

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

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To: Linda Kaplan who wrote (5022)	7/24/1998 1:59:00 PM
From: MANadvisory	Read Replies (1) of 7041

Even if approved, Vasomax will not send ZONA flying because: * Not nearly as effective as Viagra. * May only be indicated for mild to moderate ED. * Will face generic competition (patent protection on the formulation will not prove particularly effective at preventing other entrants). * Will be priced lower than Viagra and profit margins will be lowered further by split with marketing partner. * Various topical alprostadil creams and gels will be approved within 2- 3 years, reducing the market share of the oral treatments. Given the sentiment-driven nature of biotech stock performance, however, ZONA will probably experience a significant boost as FDA approval anticipation approaches later this year. As is typically the case with over anticipated (and hyped) product launches, once approved the stock will sink below current levels as the company (and SGP) will not achieve the spectacular sales peformance of Pfizer's Viagra. Vasomax will find a small market limited to: * Nitrate patients * Cost concious romantics (it will be priced lower than Viagra) Consequently, ZONA's stock price will find a more modest market cap than that touted by the most bullish optimists. -MAN Advisory

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