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

To: Jacques Chitte who wrote (3070)	3/26/1998 12:56:00 PM
From: clochard	Respond to of 7041

"SGP has already received approval to market Vasomax in Mexico; this gives the company a test market" Interesting comment. I wonder how many drug companies are using Mexicans as unwitting Guinea pigs. As far as the latest suit, it says that at the time (November) the product in reality had NO patent protection and as a result of the publicity of that fact, the stock price dropped and investors were screwed. The fact that it now has a patent may make the suit look trivial, but investors did suffer a loss, even though the loss was prompted by the revelation. This looks to me like the only weapon available for a lawsuit. The lack of an NDA and its eventual rejection hasn't been misrepresented (yet).

To: Jacques Chitte who wrote (3070)	3/26/1998 1:06:00 PM
From: Hank	Read Replies (1) \| Respond to of 7041

Maybe I misread the press release but SGP merely filed for approval in Mexico. The release did not say that approval to sell Vasomax has been granted.

To: Jacques Chitte who wrote (3070)	3/26/1998 2:43:00 PM
From: Linda Kaplan	Read Replies (2) \| Respond to of 7041

Alex, Your position makes the most sense to me. Even if the FDA were to approve, by then the market will have been well saturated, and divided between Viagra and Muse. Vasomax will only be likely to be tried by the people who failed with both other drugs. Of those failures with both Viagra and Muse, I'd guess a tiny percentage will take to Vasomax. I just don't think there's that much earning potential down the road. If people find a drug that works for them of this nature, they'll stick with it, so I don't see there being much left of the market by the time Vasomax is approved, if it ever is approved. I don't know if anyone has a grasp on the specificity -- for what conditions would Vasomax actually work, for what conditions the others would work? There's controversy about the size of the market but there can't be much controversy about the fact that Muse and Viagra will have saturated that market long before Vasomax can be approved. Linda