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


To: Bruce Rosen who wrote (3176)3/30/1998 12:39:00 AM
From: Peter Goss  Read Replies (1) | Respond to of 7041
 
The thing that is happening right now is that all of ZONA's prospects have become even less well defined and are being pushed further into the future. In a touchy market that does not seem like a good thing.

Another point, everyone keeps hanging their bull horns on the SGP relationship. Any day you could hear the news that SGP has decided to terminate its relationship because it does not see a clear way to any serious profits. The $10 million is cab fare for SGP and the milestone payments only come obviously when the milestones are reached. If that news comes ZONA will open at $10. Until then barring more "news" from the ZONA spin doctors it will trade lower.

Peter



To: Bruce Rosen who wrote (3176)3/30/1998 8:50:00 AM
From: Hank  Read Replies (2) | Respond to of 7041
 
Bruce,

You clearly have absolutely no clue as to what you're talking about or how things are done in the pharmaceutical industry. Pfizer could not claim a 70% efficacy for Viagra unless the clinical data supported this conclusion. The FDA wouldn't allow it. This is not supposition. It is a fact. I have seen no claims by either ZONA or SGP that the efficacy of Vasomax is expected to even approach these levels. IF SGP or ZONA really believed that it does, they would make it clear and be hyping the product a hell of a lot more than they are. If there is anyone that is unable to allow for the possibility of being wrong, it is you. You seem to believe that the people at SGP are gods and are incapable of screwing up. You seem to believe that ZONA was 100% truthful in providing SGP and others with accurate clinical data during the early stages of negotiation. I think it's real humorous that you feel you have the both experience and the right to tell me what is right and what is wrong with respect to Vasomax. I suggest you go get a PhD and spend 10 years in the industry like I have before you get on your soap box and tell me I am wrong. You have NOTHING of substance to say about this issue and you have ZERO credibility IMHO.

Hank