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Biotech / Medical : Vivus: into single digits

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To: Tunica Albuginea who wrote (932)8/29/1998 6:06:00 PM
From: MIKE DUBIS   of 1016
 
Tuna:

Yes, I guess the shorts have really panicked since August 11th.

To: VLAD (13099 )
From: Tunica Albuginea Tuesday, Aug 11 1998 11:14PM ET
Reply # of 14445

VLAD, Re: Vivus shorts. Is it possible that the Vivus shorts are large institutions who own large amounts of PFE stock? In business you always want to cut down the competition. To these big institutions owning PFE stock is essentially like running a business.
It would be great for Viagra if there were no MUSE.So they short a small cap like MUSE.
I think however that these folks may be starting to panic now.
When the the likes of Harvard Medical School ( Massachusetts General Hospital is Harvard's main teaching hospital ), the American Heart Association and the American College of cardiology start blowing the danger horns you know there is something serious brewing here:

Message 5463129

Perhaps the market annihilation of Vivus could be a last ditch attempt by PFE investors to salvage the inflated price of PFE. Their rationale is: " if you force us to take Viagra off the market, with Vivus now gone, what will the world's ED patients take? Ergo: " we need special treatment ".

I think that we are beginning to approach the panic buttons with Viagra especially when you see their declining sales. The Urologists are just now beginning to realize that they have a tiger ( Viagra ) by the tail: a powerful cardiovascular drug that will knock the blood pressure off their patient's bottom, and worst of all they have not been properly trained in the detection and therapy of these cardiovascular side effects that they can unleash but not control. Losing control of a clinical situation is the worst thing that can happen to a doctor: a patient out of control is running against a brick wall.

The real question a Vivus investor ought to ask is: what will the world's ED patients use if Viagra is gone?
Well there is MUSE, which with better drug titration( starting at higher doses) and using the Actis temporary band ( it's taken off for intercourse you actually have something that works as well if not better than Viagra in the true organic, mostly middle age or older ED patients ( not the young psychos with ED in their head, not true impotence ),

I will be unable in the next few days to reply to your posts but I will look for them and reply later,

TA

PS, the above " Vivus shorts hypothesis" could also be viewed as mystery fiction for Vivus investors to read at bedtime, gg

TA


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