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

To: BigKNY3 who wrote (1109)	12/19/1997 12:16:00 AM
From: Bruce Rosen	Read Replies (2) \| Respond to of 7041

Hello BigKNY3! You said: <<Viagra will have at least a one year headstart over Vasomax.>> Maybe not. If Zonagen and Schering can file the NDA in the first quarter, they might also get expedited review. Your scenario may be right, but it is not a certainty. The differnce in approval time could be six months or less, depending on a myriad of factors. <<Viagra has shown greater efficacy than Vasomax in Phase III clinical studies.>> True, but the degree of difference is uncertain due to small differences in how questions were framed in the studies. For example, for secondary endpoints, Pfizer measured erections sufficient for penetration. Zonagen measured actual intercourse and orgasms. <<- Pfizer is considered the best marketing company in Big Pharma.>> Pfizer is certainly a great company. One of the reasons that Zonagen chose to partner with Schering was that they have a good history of competing effectively with Pfizer. Schering also has excellent penetration in the urology market. The key point to remember is that given the aging baby boom generation, there should be a market large enough for many drugs to prosper.