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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Bob Trocchi who wrote (17593)3/2/1999 8:08:00 PM
From: BDR  Respond to of 18691
 
<<What do you think about MCHM?>>

I haven't looked at MCHM in a while but the method of treatment is worse than MUSE with even less likelihood that the drug will get to where it is needed and greater likelihood that it will go where it is not (side effects). I foresee a very small niche for this product assuming they can prove any effectiveness at all. Will look at it for a short.



To: Bob Trocchi who wrote (17593)3/2/1999 9:42:00 PM
From: Mark L.  Read Replies (2) | Respond to of 18691
 
This is a note I sent to Bill Wexler earlier today, mentioning MCHM:

Twenty employees, $240 million market cap, no Schering-Plough (or anyone else) to market their ED drug, a long history of management not delivering on projections, a too easily-grasped concept, and rabid, misinformed evangelists on their Yahoo! board. It's had a nice run-up the last couple of days on mini-orders (only a couple of blocks).

The Topiglan drug has an additional problem that I've not seen mentioned elsewhere. Let's just suppose hypothetically--for the sake of argument--that Topiglan works. Now you've got an erection. You've still only solved half the problem. Now you've got to find a woman who will let you insert your erect penis, covered with a drug that is designed to seep through the skin, and thereby deposit a hefty amount of the drug into her system. I believe that such women are rare.