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

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To: BDR who wrote (6458)5/5/1999 12:18:00 AM
From: Bruce Rosen  Read Replies (2) of 7041
 
<< Obtaining clearance to sell Vasomax in Mexico did require the expenditure of some resources (maybe not much, I don't know what is involved in the process in Mexico). After expending those resources there were no sales recognized. There are various reasons why that might be the case>>

"There are various reasons why that might be the case." Good! We finally agree. My main point has been that none of us know what Schering's plan is. Therefore, no conclusions can be drawn from Mexico or, for that matter, Schering's decision not to participate in the AUA conference.

Secrecy is a common practice in the competitive world of business. It should not be surprising that Schering would look for every edge. Remember, Vasomax does not need to "blow Viagra off the sales charts." A ten percent market share would make it a very successful drug. A thirty percent share would make it a blockbuster, especially for little Zonagen with less than 13 million shares outstanding, fully diluted. That is what makes this such a dangerous stock to short.

<<Do you post to or follow any threads besides the ZONA thread?>>

I peruse other threads, Dale, but I rely on you to post links to what I write, so there is no need for me to post elsewhere. I don't mean to torture you though. ;)

Message 9302299

And you didn't think I have a sense of humor!

Good luck,

Bruce
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