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Biotech / Medical : Zonagen (zona) - good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Myron David Kor who wrote (884)	11/23/1997 10:02:00 PM
From: Cacaito	Read Replies (1) \| Respond to of 7041

Myron, Xoma's type II BPI for hemorraghic shock was just completed and presented in Viena, just two weeks ago. It was presented to a forum of scientists and clinicians. Type III is to start soon. BPI type in Menigococcemia was presented in Europe early this year, has been in medline for long, and just came out in www.thelancet.com, and in the print version of November 15, 1997. And if you go to medline, or www.xoma.com, or the xoma thread you will find tons of links to abstracts and full articles. Of course, this is what feeds Xoma's ability to get cash. Obviously Zona only needs the faithful for the same and with good results: almost $100,000,000 millions in cash. My point is still the same, Zonagen does not need any journal, but the shareholders do. It will be a great opportunity to buy Zona with real information even at double the actual price if the effectivity and safety could be confirmed, but without data I stay on the sidelines. I am not willing to take Zona's risks. Not even for Pfe and its $billions of sales, their PE is close to 30 and growing at best at 15% a year.