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

To: Hank who wrote (2922)	3/22/1998 12:42:00 PM
From: phbolton	Respond to of 7041

Will Zona finish tenth (rather than second): since Zona is so slow lets look at some of the competitors (beside Pfizer) pslgroup.com NAPA, CA -- March 11, 1998 -- A study published in this month1s British Journal of Urology, shows that Senetek PLC's new drug therapy for treating erectile dysfunction (ED), Invicorp(TM), was nearly 70% effective in treating men with erectile dysfunction (ED) who failed on other intracavernosal therapies. MEQUON, WI. -- October 7, 1997 -- Schwarz Pharma, Inc. has made available their Edex(TM) (alprostadil for injection) formulation for the treatment of erectile dysfunction. Edex provides a smaller needle and is less expensive than other available alprostadil injection therapies. Schwarz Pharma received approval to market Edex from the U.S. Food and Drug Administration on June 12, 1997. MENLO PARK, Calif. -- April 14, 1997 -- The results from clinical studies of two new products show the combination of alprostadil /prazosinis an effective treatment for impotence . During presentations made at the 92nd annual meeting of the American Urological Association in New Orleans, results were reported from one study of a combination of the drugs alprostadil and prazosin delivered via the novel transurethral route pioneered by Vivus, and another study of a venous flow control device Vivus is now marketing under the brand name Actis. LEXINGTON, Mass., April 10, 1997 -- MacroChem Corporation today announced that it is accelerating the product development program of a topical gel containing alprostadil and Sepa(R), for the treatment of erectile dysfunction (impotence). This decision is based on the promising results of the ongoing Phase I/II study. Sepa, MacroChem's proprietary compound, enhances the delivery of drugs through human skin and into the bloodstream. The study was conducted by Kevin McVary, M.D. at Northwestern University Irwin Goldstein, M.D., Professor of Urology at the Boston University School of Medicine, will assist with the scientific and clinical direction of the program. He specializes in the research, diagnosis and treatment of erectile dysfunction, and has published over 150 scientific papers in this area. Dr. Goldstein played a role in the investigation and development of other products for the treatment of erectile dysfunction including Pharmacia & Upjohn's Caverject(R), Pfizer's Viagra(R) and Zonagen's Vasomax(R).

To: Hank who wrote (2922)	3/22/1998 3:47:00 PM
From: chester lee	Read Replies (1) \| Respond to of 7041

<<My gut feeling is that you'll see the MM's step back and let it drop like a rock next week, especially after the Viagra announcement is made.>> Yes, MM generally will take a position, long in this case with the intent of pushing the price higher through dealer swaps and price mark-ups. These guys have the ultimate heard mentality, so that there is a bandwagon effect of all MM doing the same thing. In the last 2 weeks, they were effective is squeezing some of the shorts. This can probably be confirmed by the short interest when the numbers come out. My experience is that the shorts don't go away, but come back at higher prices for a better ride. With the exception of drug sales in Mexico, nothing has changed for Vasomax in the US. Sales of Vasomax will no doubt bring in some money to ZONA, but that amount isn't a pill for pill sale in the US or UK. In general, drugs are priced like movies. They will change their prices to capture as much as possible. I find that drugs in Mexico and Latin America, and in most third world countries to be cheaper than drugs in the US, UK and Europe. Anyway, when the MM decide to let the price go and make a few dollars on the short side, watch out below because they have momentum on their side and they have the ability to short on downticks. Look at the price action on AVNT from 19 to 13, and then back up to 19. Nothing has changed fundamentally, except that the trail dates are now closer. I doubt getting closer to a trail where the outcome is unknown is a good thing. Especially when there is a criminal trail approaching. Chester