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: Diamondcutter who wrote (5355)	8/26/1998 10:01:00 AM
From: Linda Kaplan	Read Replies (2) \| Respond to of 7041

I agree that the market's big. Now Viagra has Europe approval and distribution, as of yesterday, not just Switzerland, and that will also increase Pfizer's sales. I think the issue will be whether any new drug, not as effective as Viagra, can penetrate Viagra's stronghold on the market. Linda

To: Diamondcutter who wrote (5355)	8/26/1998 10:57:00 AM
From: Tokyo VD	Respond to of 7041

Diamondcutter, You suggest that we look at the steady results shown for recurring Viagra prescriptions, but combined with new Rx, these figures suggest a run rate that is less than $500 million domestically? Doesn't this lower domestic contribution make it more difficult to meet the $4 billion (or $6 billion if you read Dr. Len Yaffe's work) estimate for Viagra sales in 3 years? And, if the problem is so acute and the demand from patients suffering from the disease so large (30-40 million men), then why aren't more men seeking treatment today for the problem when a potential therapy is at hand (no pun)? In essence, if men who suffer from ED haven't gotten up off the couch to try Viagra already, why would they wait until next year if the problem was so disabilitating? Tokyo