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


To: Tatnic who wrote (6406)4/12/1999 11:40:00 PM
From: Linda Kaplan  Respond to of 7041
 
Your read of the TA has been exactly correct, so if you think it's going to 12 before it goes up, I am happy to hear it.

The fundamentals are a little more complicated, I think. The problem with MUSE is the delivery system. That product works but given that Viagra works, too, the delivery system will win the race.

The main thing for sales is that there be a product that works, of course, and since Vasomax doesn't seem to work, it would have a poor chance of getting sales. Given more than one product that works, delivery system matters, but people will not buy a product twice if it doesn't work for them.

I think that's why Vasomax initial sales in Mexico seemed good. The channels were filled on the expectation it would work. But there were no repeat sales because Viagra worked and Vasomax did not.

Linda



To: Tatnic who wrote (6406)4/13/1999 4:53:00 AM
From: biodoc  Respond to of 7041
 
I don't disagree with anything you say.