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

To: Linda Kaplan who wrote (5869)	10/14/1998 10:40:00 AM
From: Tokyo VD	Read Replies (2) \| Respond to of 7041

Linda, In Q2, PFE mgmt suggested that Viagra would account for $750-850 million in sales. Now, at the beginning of Q4, PFE mgmt doesn't feel comfortable with the earlier guidance (even though they have booked $550 million in sales YTD). That suggests that $200 million in Q4 sales might be too high. Ultimately, we may be looking at a $500 million drug in Viagra, which is far below the $4 billion estimate by most analysts and the Zonagen supporters. Tokyo