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

To: dino who wrote (5883)	10/14/1998 5:15:00 PM
From: Linda Kaplan	Respond to of 7041

Possible future drugs, only in development, not even in testing, can't legitimately (IMO) be applied to a discussion of the market that is available to Viagra now and which might be available to Vasomax if approved in ten months. The income from that market is what would be used to determine P/E for these companies in the foreseeable future. Drugs not even in testing shouldn't be a factor, since most of those never get through testing, and it's too far in the future to speculate what the competition would be like at that time. PFE has a heck of a lot of drugs currently approved and providing income. They are not dependent on Viagra sales. ZONA, however, would be another story. If Vasomax were approved, they would be dependent on income related to those sales for some very long time, till they could get another product onto the market. --Linda