Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: drsvelte who wrote (3887)	5/4/1998 6:53:00 PM
From: Linda Kaplan	Respond to of 7041

By the way, when I was long VVUS, the thought was that Viagra would help VVUS have more sales. VVUS sales have been badly hit. I was faxed charts and tables. Their back orders are being cancelled and their orders have sunk badly, whether new orders or refills. Of course, muse has a difficult delivery system, but there are other negatives in regard to Vasomax. There's an assumption, apparently, that Vasomax would help people either not helped by Viagra, or would help more quickly than Viagra, if the same population, But the stats we have are that Viagra helps a wider range of people -- not just people with "minimal" disorder, and a higher percentage of efficacy (double) that of the best we've heard about Vasomax. With Viagra having market share and the money to continue to improve their product, I don't see what share Vasomax could get, if it were approved. Further, Vasomax was supposed to be priced lower than Viagra, and they have to give a big cut to SGP, so their profit potential seems small. No one really seems interested in examining the actual figures and I guess that's why the stock is climbing. When the reality hits, the stock could plummet. What will bring home that reality, I just don't know. Perhaps the FDA response. Linda