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

To: Tokyo VD who wrote (2847)	3/19/1998 3:40:00 PM
From: Dauntless	Read Replies (1) \| Respond to of 7041

Tokyo, I don't understand (sincerely) your point in your first paragraph. If you're saying that Asensio didn't get involved until after the Schering deal, that's impossible. Asensio issued his first "report" the day after the Schering deal was announced. I can't begin to guess when he started his "research" and/or accumulating a position - but it could't have happened overnight (despite the poor quality of his research). Please clarify your point. I don't know if I'm more well versed than some others on this thread but... I assume that the 3,000 patients come from the clinicals & the open label studies that followed them. The number may be wrong - I don't know. If they did 1,000 in the trials, does 3,000 seem high to you. You're a physician & have certain insights the rest of us don't. Schering benefits from being able to generate revenue long before the U.S. approval. I've heard from several pharmaceutical executives that this filing in Mexico could very well result in approval before the end of the year. Many countries in Central & South America require Mexican approval before marketing can begin. That is a VERY large combined market. Anyone else care to take a turn at these questions??