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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Ploni who wrote (8197)	12/11/1997 7:15:00 PM
From: Bill Wexler	Respond to of 9285

<<I thought Asensio didn't like Zonagen>> He doesn't...and I agree 100% with his views on the company. In the Vivus case, he was pointing out that he found discrepancies in their sales figures. He contacted the company in October and they failed to provide any information to explain the discrepancies. He then goes on to state that interest in PFE's male impotency drug Viagra has fueled speculation in Zonagen. Zonagen - of course - is a complete scam and IMO shortable down to the cash they have in the bank.

To: Ploni who wrote (8197)	12/11/1997 9:14:00 PM
From: Hank	Read Replies (2) \| Respond to of 9285

Several months ago the subject of shorting VVUS came up here and I was in favor of it. Another poster (Franco Battista I think?) countered my support by saying that VVUS had the market edge by being first. I reiterate what I said then. You won't beat companies like PFE at their own game. They have EXTENSIVE marketing operations and are expanding their sales force to twice what they were a year ago. These people put a lot of effort and money into developing strong relationships with physicians and HMO's. The likes of VVUS and ZONA don't stand a chance against them once Viagra gets rolling. The same is true for any of the other major drug companies that come out with a drug for ED. Both VVUS and ZONA are toast IMHO. Hank