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


To: Tokyo VD who wrote (5959)11/20/1998 12:45:00 PM
From: Dauntless  Read Replies (1) | Respond to of 7041
 
Tokyo - What are you talking about?

You are so intent on casting this company in a negative image that you ignore the fundamental message - the portion of my earlier message which you re-posted clearly states the calculation is an ASSUMPTION - furthermore, I included in the middle of it the following

"...there has been very little time for the effects of SGP's marketing efforts to take effect. So the question is... at what level will the actual royalties settle??... "

That is STILL the question - I don't know the answer & neither do you. Do you know exactly how the royalty is calculated? I've heard that SGP ran a 2 for 1 or 3 for 1 promotion - did Zonagen receive a royalty on the product given away? If not, I'd say a ton of inventory actually went into the pipeline - the last thing you want in a launch is to run short of product - better to overstock at first & adjust down when history is available. How do product sales compare with expectations? These are all unanswered questions - you choose to seize every opportunity to take a cheap shot - that's your problem.

I'm long the stock - I know the management team & have first hand experience with their skills and ethics - I believe this is a worthwhile investment - I choose to bet on winners rather than losers.

Show me a MAJOR milestone that the company has established that has not been attained? They haven't always been exactly on time, but what emerging biotech/pharma has been?? Over the last 18 months, while essentially keeping their mouths shut, Zonagen has destroyed, one by one, every claim (read: LIES) of the shorts - every one of them.

Of course, just like the Democrats, it's easier for the shorts to throw out false statements & predictions than it is to achieve milestones - time will tell - and time is racing.....

Tick tock.....