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

To: Myron David Kor who wrote (2462)	2/21/1998 7:04:00 PM
From: Tokyo VD	Read Replies (1) \| Respond to of 7041

To all, Ms Feldman is not bullish on Vivus. She picked up coverage with a buy, but after the production issues came to light, she downgraded the stock. Since the downgrade, she has rated Vivus a hold. It is true that Vivus did not attend the Wessels conference. Zonagen wasn't invited. Zonagen appeared at the Texas Biotechnology Conference. Zonagen is currently running a Phase IIIb study. Many people have called it different names and identified the purpose of the study in a variety of ways. The 70% retention rate cited by the Volpe study concerns the 300 patients that continued (roughly 30% of the 900 patients originally enrolled in Zon-300 and Zon-301). This means that number of people who continued using Vasomax has dropped to approximately 200 after less than one year on the drug. Generally speaking, patients who continue in the "open label" phase receive treatment for free (some also receive modest compensation). Therefore, why doesn't some who is positive on the outcome of Vasomax address the fact that in a period of less than one year on the drug, the number of patients who choose to continue using Vasomax for "free" has dropped to 20% of those offered. Also, to correct misinformation, Zonagen has never released the full details of its Phase II German studies, its Phase III Mexican studies, or its Phase III US studies. It has presented portions of this data in press releases and at investor conferences, but no peer reviewed papers have ever been submitted or presented on the clinical trials. Tokyo

To: Myron David Kor who wrote (2462)	2/21/1998 8:48:00 PM
From: Linda Kaplan	Respond to of 7041

Myron, Ms. Feldman isn't bullish on VVUS any more. She panned them in the same report she panned ZONA. I'll look at the site. Thanks for the reference. She's been evuating the Medical Technology companies since 1990. This is their bio of her: "Stephanie L. Feldman became a Medical Technology Analyst in the Research Department in 1996. Since joining the Firm in 1993, Ms. Feldman was an Associate Analyst in the Medical Devices sector. From 1990 to 1993, she held various positions in the Investment Department at American Express Financial Services in Minneapolis. Ms. Feldman graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration degree in Accounting in 1990." Linda