SI
SI
discoversearch

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: Bruce Rosen who wrote (2568)2/26/1998 11:42:00 PM
From: Bradpalm1  Respond to of 7041
 
Ahhh....another predictable and generic positive spin and even more innocents are added to the evil Asensio cabal. I had no idea that this conspiracy of misinformation against poor little Zonagen was so widespread. Imagine Fortune Magazine now being in bed with Asensio! It boggles the mind.

Joe...I mean Bruce, have you ever thought of working as a spokesman for the Clinton whitehouse? I think they need you.

Bradpalm1



To: Bruce Rosen who wrote (2568)2/26/1998 11:55:00 PM
From: Braddock Bull  Read Replies (2) | Respond to of 7041
 
Fortune is not a two-bit Newsletter!

It's a highly respected, widely read national business magazine! I would be shocked if they allowed their authors to hold prior positions in stocks that are the subject of articles. I also tend to think that there is alot more verification going on at Fortune, then in the Asensio or CenterWatch newsletters!

Of course the article leaked a bit, they always do, and of course some selling has likely already occurred because it it. That's a given. The question is, is anybody buying (other than short covering). It sure seems like a mighty risky play at this point. Of course that's when the true contrarians step up to the plate. We'll see I guess.

Brad



To: Bruce Rosen who wrote (2568)2/27/1998 2:04:00 AM
From: Linda Kaplan  Read Replies (1) | Respond to of 7041
 
Bruce,

It seems to me that if Robert Wbitaker and his co-author heard Asensio's arguments, they also heard pro-Zonagen arguments. They did their own research and they formed their opinion. FORTUNE is not a magazine that has an investment in destroying any stock, and they are not the Enquirer of the business world. They are reputable, verify facts before publication, and they're careful. I honestly believe they published this with the investors' interests at heart.

The fact that Whitaker has published a preliminary version tells me he's consistent and has been working on the subject for some time. I don't believe that FORTUNE would have taken it up if their editors weren't convinced of its validity.

I don't believe there's a conspiracy in which FORTUNE magazine is a part, to destroy this company. I do believe their are clouds over so many issues that there is no reason to risk funds in the company. There are, after all, a lot of companies in which to invest money. Why add all these problems to the already great risk of a single-drug company that has no approved product and whose product may not be approved. FORTUNE suggests it will not be approved. The risk of being long in Zonagen is huge.

You're probably right that the big players already know about this article, and that many knew in advance of publication. But I expect that there are a lot of smaller players who will be hearing about it during the next few weeks. I just couldn't see taking that risk.

Bruce: Do you have any relationship to Zonagen other than as a stockholder?

Linda



To: Bruce Rosen who wrote (2568)2/27/1998 9:49:00 AM
From: Tokyo VD  Respond to of 7041
 
Bruce,

Although you have chosen to spotlight the December 1997 article that Robert Whitaker penned on Zonagen, you have failed to mention that he also authored a very POSITIVE article in June 1997, titled "Zonagen: A Model for CRO-SMO Collaboration".

The positive selectivity in that article was out of context and debatable interpretations with regard to the chronology of events made me wonder if he had a position in Zonagen?

When I read the Zonagen article in June, I was struck by how similar it was to the Volpe and Raymond James reports. What is amazing to me is the time of the stock offering everyone was repeating the same story. Amazing.

Tokyo



To: Bruce Rosen who wrote (2568)2/27/1998 9:49:00 AM
From: Tokyo VD  Read Replies (2) | Respond to of 7041
 
Bruce,

Oh, by the way, you said that only the 40 mg dose is being used in the open label trials. THIS IS A LIE (intentionally or unintentionally). The two doses offered to patients are 40 mg and 80 mg. Furthermore, you assert that the 80 mg dose will not be used and the 40 mg dose is the only dosage that will be prescribed. My question for you is why did Zonagen report a success rate for the 80 mg dose (it was 48%) in the Phase III study that dispensed the 80 mg dose as a safety measure?

Tokyo