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

To: khrnyc who wrote (1926)	1/21/1998 11:01:00 PM
From: Anaxagoras	Read Replies (1) \| Respond to of 7041

I too would like to echo Dale Russell's comments- Dale hapens to be one of the most credible posters on SI, IMO, and I agree with what he has said; I take seriously his reservations about Vasomax, even though I have traded this stock from the long side in spite of this. I also echo Linda's plea for "tolerance"; I would sooner call it "good manners". This having been said, I hope Keith will ignore the abusive noise and yet respond to some of the points that have been raised. I must admit that I haven't seen anything new presented in what you have said thus far, although what you have said has been clear and I appreciate the recap. Please continue to post and address some of the serious bearish concerns that have been expressed, if you are able. Thank you. Anaxagoras

To: khrnyc who wrote (1926)	1/22/1998 10:09:00 AM
From: Tokyo VD	Read Replies (1) \| Respond to of 7041

Keith, You suggest that the market will realize that it is undervaluing Zona's potential market value (today worth around $42 per share and when the NDA is filed will be worth around $67 per share). Given this favorable scenario, why don't you tell us how you arrived at these share prices. What is the total market size? Why don't you tell us Pfizer's pricing strategy for sildenafil and what discount Zonagen would try to place on Vasomax, if it were ever to file an NDA and receive FDA approval, to be competitive. Why would 15% of the market buy a product which has lower utility than sildenafil? Your price targets are awfully close to the Garrison, Webb report from several months ago. Frankly I think you've been had by somebody. Furthermore, ettiquette aside, don't ignore my questions regarding your affiliations. I'm normally a nice person, but you've stepped over the line with your claim of "due diligence" (of which you've done zero). Frankly, I'm surprised that you'd stick with this story unless somebody else put you up to it. Tokyo