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

To: Craig Markell who wrote (4733)	7/10/1998 1:39:00 PM
From: Linda Kaplan	Respond to of 7041

Craig: Fair comment. I was allowing for the fact that the rest of the article was geared to the most positive attitude about Vasomax. None of the negatives were included. So I figured that if they're saying in this piece that it wasn't as popular as Viagra, that sales must really stink. <ggg> Linda

To: Craig Markell who wrote (4733)	7/10/1998 2:23:00 PM
From: Michael Ulysses	Read Replies (1) \| Respond to of 7041

Craig, People are not aware of it because it hasn't been approved by the FDA. First they have to file with the FDA. Then the FDA has to sift thru tons of documents. As much as a 40-ft container of materials. I'll give them 9 to 12 months to give the final approval. After then, we will have a popularity contest.

To: Craig Markell who wrote (4733)	7/10/1998 4:38:00 PM
From: ProZapper	Respond to of 7041

Craig, from day one in the Viagra saga, we have heard hard numbers about sales, prices, and even profits. Why is it that after several months of sales in Mexico, I have never heard one official number about sales? Doesn't Zonagen know how many pills they are sending to Mexico? And the "official" story we hear about price is $10.00 or $11.00 per pill. But consumers are reporting the reality is anywhere from a 20-40% discount per pill! Those savings are not realized from productivity improvements, they come right out of the profit margin!!!!! The slow sales pose another problem. The advertising costs have to be amortized over a much smaller group of sales, raising the cost per pill. Also, if you know anything about manufacturing, you understand that to make a lot of something is much cheaper than making a few of something. Viagra's costs are falling in both catigories, and Vasomax's costs are rising. If you want to make money in the E.D. market, I would suggest that you either go long on PFE, or short ZONA! Zap