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: Tokyo VD who wrote (5780)	10/1/1998 10:13:00 AM
From: Myron David Kor	Read Replies (1) \| Respond to of 7041

Sounds to me as if the big pharmas are really dumb and dumber. First SGP pisses away money on a fraud and scam around 20 million so far and now Lilly pours a ton of cash and probably milestone payments we do not know about for such a small market.

To: Tokyo VD who wrote (5780)	10/1/1998 10:34:00 AM
From: Dauntless	Read Replies (1) \| Respond to of 7041

Tokyo - could you return the favor? I'm having trouble following your statement... >>ICOS signed a 50/50 deal with Lilly for $75 million upfront payment for the rights to its PDE5 currently in Phase II. A cynic could construe that Lilly values the ED med at $150 million.>> Not that you're a cynic, but how does this deal by Lilly imply that the ED market is worth $150 million? Also, can we assume that the "estimated worldwide market" refers to patients, not dollars? Thanks - good luck today - market looks crappy.