Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: khrnyc who wrote (1954)	1/22/1998 1:59:00 PM
From: Tokyo VD	Respond to of 7041

Keith, This is all well and good, but you still don't demonstrate how you arrived at a total market of $1.5 billion. I hope you do see how easy it is to arrive at numbers. Jay's post cited half that for the total market. Vivus, which is used a barometer, has sold approx. $125 million worth of product (with channel fill) in the first year while expanding the market by 35% (Vivus news release). How do expand the market almost 15x without any pricing for sildenafil? Some people believe sildenafil will be sold at a 70% discount to current therapies thereby increasing the amount of product you must sell by 3x (or total market increase of 45x). I'm not sure you're yielding any new insight with your math. Funny, you also arrived at the exact price that the August 7th, 1997 report from Harris Webb & Garrison. Why don't you do tell me what your timeframe for NDA filing is because you don't provide any guidance when this fairy tale your spinning will come to an end. Also, you claim to be unbiased. Tell me what information you'd need to step off your "story"? Tokyo ?