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


To: Dauntless who wrote (1304)12/24/1997 12:41:00 PM
From: taxikid  Read Replies (1) | Respond to of 7041
 
i used those numbers to get yours.. sorry if it was misleading but you have to understand that i have little perception of how many people have this problem CONSISTENTLY..
you do also agree that $10 million from plough to zona is relatively small to them and extremely large to zona..
lets take the numbers you give..20 million.. these are th guys with the problem..
if they tried it and didn't find it any better than "before" and survey show that placebos are successful sometimes..
better knock off some..
granted it will not work in all people and they will discontinue use..
let's call it 10% of your final number 3.36 million.. now they are at a losing position they have to have 20% or they go under it's is that simple..
so if your numbers work the company does well and does not rocket to 20 p/e..unless there are tons of wexlers that get caught in the crossfire..
they are going to have to do at least 20% to saty afloat and they will not be able to develop any new products without more $$..
the chances for success based on your numbers are hardly likely because it is a one product co.. so far.. and until the tests are conclusive and in favor the company is a gamble..
remember $10 mill to these big co's is like $10 bux to me/you..
and the bio companies like vvus,...sell a pile of stuff{front load} when they initially get licensed.. as there are many burned by vvus and their first blowout numbers.. now demand is down and product delivery is fubar..
look @ vvus price..
this co is the next vvus..
taxi