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


To: Peter Kerling who wrote (5130)8/5/1998 8:25:00 PM
From: Linda Kaplan  Respond to of 7041
 
Peter,

Thanks for your nice note. I don't know any funds that have ZONA but I bet they're rethinking things right now.

I will wait till 12-13 and then see. I would expect ZONA to hit 6 after that. I'd think in terms of covering half in the 12-13 range, but we'll see how it looks at that point.

Linda



To: Peter Kerling who wrote (5130)8/6/1998 1:03:00 AM
From: S. maltophilia  Read Replies (2) | Respond to of 7041
 
<<Do you know, what Biotech funds are invested in ZONA? What will
happen if just one manager gets cold feet say's 'good bye' to
ZONA?!>>

Here's the major owners from DEF14A 4/30/98:
sec.gov

T. Rowe Price Associates, Inc. 1,069,900 8.99%
100 E. Pratt Street
Baltimore, MD 21202
Capital Research & Management 932,000 7.83%
333 South Hope Street
Los Angeles, CA 90071
Franklin Advisers, Inc. 803,000 6.75%
777 Mariners Island Blvd.
San Mateo, CA 94404
Petrus Fund, L.P. 755,793 6.35%
12377 Merit Dr., Suite 1700
Dallas, TX 75251
Martin P. Sutter 303,939 /(3)/ 2.55%
Joseph S. Podolski 143,070 /(4)/ 1.20%
David Bowman 21,169 /(5)/ *
Steven Blasnik 775,168 /(6)/ 6.51%
Tommy L. Lee 13,000 /(7)/ *
Timothy McInerney 90,810 /(8)/ *
David B. McWilliams 45,549 /(9)/ *
Louis Ploth 27,700 /(10)/ *
All directors and executive officers 1,420,405 /(3)-(10)/ 11.93%
as a group (8 persons)

Capital research is American Funds. Petrus appears to be a venture capital outfit linked to Perot. The only reference I find is this from Asensio: asensio.com