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: Linda Kaplan who wrote (5344)	8/21/1998 5:45:00 PM
From: Tokyo VD	Respond to of 7041

Linda, I don't have the answer to your question. Analysts have suggested that end-sales to SGP were $750,000 for just one month of Mexican sales. This figure was includes a substantial amount (if not entirely) of "channel fill". It will be interesting to see next quarter's sales because Pfizer didn't officially ship Viagra into Mexico until mid-June. As for getting answers to pertinent questions, the unique relationship between SGP ("We outlicense many drugs. It's Zonagen drug, not Schering's.") and Zonagen ("We don't know. It's Schering's baby.") find both parties publicly disavowing ownership of the drug. Tokyo

To: Linda Kaplan who wrote (5344)	8/25/1998 6:22:00 PM
From: Alan Newman	Read Replies (1) \| Respond to of 7041

Trying to respect copyright laws, I'm posting two excerpts from an article in the Street.com. The summary is that Viagra is not such a huge blockbuster after all, and the other ED drugs probably won't be either. thestreet.com Viagra isn't disappearing, but the remedy's prescriptions are steadily falling. New prescriptions have dropped for four weeks straight and for seven of the last eight, according to data from ING Baring Furman Selz. And the week in which the scrips rose came after a week in which they posted their largest drop in the period, 15%. Total prescriptions have fallen in seven of the last nine weeks. Current sales annualize at about $496 million a year, based on scrips for the week ended Aug. 14, down from the annualized rate of $900 million in its sixth week on the market, when scrips peaked, according to pharmaceutical analyst Jim Flynn of Furman Selz. A look at the new scrip growth of Vivus' (VVUS:Nasdaq) disappointing Muse treatment for impotence and Viagra track in an uncannily similar fashion. ... In the report, Flynn says he downgraded the stock June 22 to hold from buy, when the shares traded at 111 1/2. Pfizer traded at 107 9/16 Tuesday. The incredible shrinking impotence market could mean more bad news for the already wounded stocks of other impotence-drug companies, such as Zonagen (ZONA:Nasdaq) and Macrochem (MCHM:Nasdaq). These potential entrants into the impotence-drug market gained on Viagra's hype, but as the hype fizzles, so do their stocks.