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

To: Bruce Rosen who wrote (6464)	5/5/1999 6:04:00 AM
From: Linda Kaplan	Respond to of 7041

Bruce: We really can't agree about that. There's no logical scenario that would have Schering persuing an approval, selling into pipeline and purposely not ending up with sales. The drug failed to sell in Mexico. It didn't fail to sell because Schering purposely wanted it not to sell. It's safe to assume that the intention was to generate sales and impress everyone with the good sales, and that intention failed. They did push initial sales; they couldn't sustain them because the patients didn't buy them. --Linda

To: Bruce Rosen who wrote (6464)	5/5/1999 10:49:00 AM
From: BDR	Read Replies (1) \| Respond to of 7041

<<Secrecy is a common practice in the competitive world of business.>> Secrecy is antithetical to marketing and marketing is what is going to be required if Vasomax is ever going to have a hope (issues of efficacy notwithstanding). The drug will have to be marketed to the prescribing physicians and it will have to be marketed to the public. The AUA annual meeting is an opportunity to market to the largest collection of urologists in one place at one time and press releases that come out of this meeting are reaching the public as news items in the daily papers and evening news. ZONA has nothing to say at this meeting. If you want to explain this fact by concocting a theory about some boneheaded plan to market Vasomax (Bob's "stealth marketing") be my guest. Yes, there are many explanations for the events surrounding Vasomax but some explanations are far more likely than others to reflect reality.