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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Bob Trocchi who wrote (9596)	6/3/1998 12:03:00 PM
From: Peter V	Read Replies (3) \| Respond to of 18691

Hey Bob, looks like ZONA heading your way today. Why the movement? Saw this tidbit, but it didn't look damaging, unless you figure out that there is only a 15 percent increase in the number of patients that are actually helped by the drug (53% of patients taking drug vs. 38% of patients taking placebo acheive same results), but I didn't think the market was that smart: biz.yahoo.com -- Zonagen Inc. (ZONA - news) said Tuesday its anti-impotence drug Vasomax was ''well-tolerated'' during a phase III clinical study, producing nasal congestion in some patients. The company said in a statement that 51 percent of patients taking oral phentolamine, or Vasomax, were able to achieve penetration 75 percent of the time on a dose of 40 mg. The company said 53 percent of patients taking an 80 mg dose achieved penetration 75 percent of the time. Thirty-eight percent of patients taking a placebo were able to achieve penetration 75 percent of the time. Zonagen shares closed at 36-12/16. --------------------------------------------------------------------------------

To: Bob Trocchi who wrote (9596)	6/3/1998 2:19:00 PM
From: Ploni	Read Replies (3) \| Respond to of 18691

Zonagen Inc. (ZONA) fell as much as 5 1/4 to 31 1/2 as the human reproductive-system specialty drugmaker's test results for its Vasomax impotence treatment were said by analyst Steve Lisi of Mehta Partners to be close to the 20 percent rate reported in the placebo group. I just don't get it. This was widely known; what difference does it make that now it was announced by Steve Lisi? Why does Lisi carry more weight than Asensio, Bill Wexler, and the others who understood this was a generic drug ineffective for erectile disfunction? Also, why does Lisi's bad press override the good press reported by CNBC and ABC news, "that Vasomax is well-tolerated without the side effects of Viagra?" Can someone explain how this market operates to me, because I don't have a clue.