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

To: Hank who wrote (3502)	4/20/1998 11:25:00 PM
From: Dauntless	Read Replies (1) \| Respond to of 7041

Hank et al - great fun guys It's great to watch you guys kick around ideas about why Zonagen/Vasomax will totally fail. - what's so special about the formulation - anyone can copy it? - what exactly was the patent all about? - will the 15 minutes to action be a real advantage? - will Vasomax even be approved? Thanks for sharing your creative ideas - it's nice to learn what my investment hinges on so I'll just continue to listen. Only thing I'm thinking about tonight is whether they're trying to answer the same questions at Schering Plough? I'd bet that they're WAY past these questions - I wonder what they're considering.....? I can see the business development VP reporting to his bosses - (dark room, lots of smoke - guy looks like Jim Carey).... "Well, it's very time consuming but we're making great progress (and running up huge expenses) on the NDA submission for this GENERIC ED medication that we paid $10 million for. We don't really understand the patent so we may lose some business to the local (entrepreneurial) Eckerd's pharmacy - who is sure to be willing to take on the product liability risks in order to sell a $7.00 pill - but we're bringing in outside patent advisors and should absolutely know what the patent covers before we go to market. We've held dozens of focus panels but can't seem to determine if the faster acting nature of this stuff is desirable, but we figure we can get the answer after we're out there for a while. We'll have to pay an additional $47 million to Zonagen by the time it gets approved, but what the hell, they're nice guys & its just chump change for us because we're big pharma & make blind, poorly understood investments all the time. Approval will be a real crap shoot because we've only submitted about a million NDA's to the agency & we're still not sure what they'll be looking for. It's likely that there won't be any patents left to use this drug - but we've decided to go ahead with the submission because, well, because it's so screwed up already that we might as well roll the dice - if we get lucky and get approved we can get a huge promotion and greater responsibility. Damn, wish we would have been reading those internet threads so we would have known how to evaluate this situation like those pros do. Oops, almost ran into lunch - it's 10:30." (Music, curtain, applause) Pretty good - wadya think guys, thread??