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

To: Tatnic who wrote (6335)	4/10/1999 4:11:00 AM
From: VLAD	Read Replies (2) \| Respond to of 7041

CCC, As a small cap investor and a person very interested in the ED market I can say this much: These small cap biotech stocks initially trade on hype/promise but as time progresses the hype dies and they eventually trade on EARNINGS. I am holding a ton of Vivus with a large paper loss. I am not worried because I know that MUSE works and once marketed properly on a global basis profits will recover and grow. IMO Zonagen is not worth even $10/share. Why? Simply because the product doesn't work in moderate to severe cases and only somewhat in mild cases. The placebo effect is probably why it has some efficacy in mild cases. And seeing that the price of Vasomax will be about the same as Viagra, why in the world wouldn't a mild ED patient use Viagra over Vasomax. If the patient has ED secondary to severe health problems then you can rest assured that Vasomax won't work. So the excuse that it will be the oral of choice for men on nitrates etc just won't wash because it won't work on the majority of this population pool. IMO it has been the shrewd management and its ability to keep the spin going that has allowed the stock to maintain such unreasonably high valuations. Maybe it will run back to 35 or 40 again but certainly that will be BEFORE Vasomax is approved in other countries and is proven that it will not sell well because it doesn't work much better than a sugar pill.