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

To: Bruce Rosen who wrote (6211)	2/19/1999 10:19:00 PM
From: Cacaito	Read Replies (1) \| Respond to of 7041

Could it be that Schering is waiting for FDA approval to then do a full marketing all over the world at a time? Afraid of drug smuggle into the US from Mexico effects on FDA approval? It is very strange this lack of selling in Mexico, almost anything sells in ED and in Mexico it should have being not so difficult to sell at least couple of million dollars, Schering has muscle. Also strange is the all mouth open from New Zealand or Australia Schering agent claiming future $500 millions in sales in 4 years (part of NY times report couple of months back) that seems to have initiated the current strength of the stock. Still observing. Still a non-believer.

To: Bruce Rosen who wrote (6211)	2/23/1999 10:01:00 AM
From: Dauntless	Read Replies (1) \| Respond to of 7041

Bruce & thread - lets give credit to the shorts they certainly are persistent.... and creative Consider today's announcement that SGP has exercised their option to manufacture Vasomax. This is just another step in the inevitable success of Zonagen. At first, the shorts poopooed the SGP agreement & milestone payments as "not really indicative of a genuine belief in Vasomax" - "all big pharma companies do this" - "the amount of money committed by SGP is inconsequential" - and various other self-serving arguments. Lately, SGP's actions have become a good bit clearer & more serious - if you're short. 1- SGP has applied for approval in many more countries. 2- SGP has actually SOLD the product with THEIR name on it. This sounds like a simple, logical, and incremental step - but it has enormous implications. This decision is NOT made by a single business development guy, or group of guys. This requires the approval of most of the corporation. Why, because it brings the company into the sights of regulatory bodies and attorneys if there is a problem. 3- SGP has now begun the process to manufacture the drug. This is another decision with far reaching implications - that would not be taken if they were not pretty confident. NOW, we hear some convoluted arguments intended to minimize this news - lets see how the market reacts. From the moment the agreement with SGP was signed I have felt that it was the single biggest indicator of potential success - and I was long the stock way before SGP showed up. Why? - here's some info on SGP - $78 Billion market cap (8th largest of major drug cos. - $8 Billion revenue - 17% growth rate - 22,700 employees - Ranked ABOVE the industry average in: Gross Margin EBITD Operating Margin Pretax Margin Net profit margin (22%) ROA (25.69%) ROI ROE (53.77) Revenue/Employee Net income/Employee Receivables turnover Asset turnover What does/did this company know that the shorts don't/didn't?? Who understands Vasomax vis-a-vis the FDA & the market better? The few lonely shorts hanging on this thread, or a little bitty company like SGP. All JIMHO, of course. Tick Tock Tick Tock.......