Vivus, Why the Slide? Message Board

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Biotech / Medical : Vivus, Why the Slide?

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To: Bob Biersack who wrote (1770)	5/31/1997 7:07:00 PM
From: Richard Singer	of 3991

Bob I'll give the VIVUS line on their competitors. They think that the e.d. market has been expanded significantly with all the new focus. ZONA reported preliminarily on their Phase III trials, with additional data to come, perhaps sometime this summer. Many of the urologist postings have stressed that these treatment methods will be used in combination, as well as by themselves. VIVUS still has the market pretty much to itself.Progress with VASOMAX and VIAGRA will undoubtedly cause ripples, but I fully expected a brief negative VVUS reaction to the ZONA release last week and got nothing! I am definitely not among those who believe ZONA should be sold-there's plenty of room for them, but I don't see their success detracting from VVUS's potential. Any wonder why capacity is being increased 10-fold in the U.S and why more production in Ireland? So far, we are racking up some big numbers in the U.S. only. Other markets, such as U.K., will be a nice shot in the arm, but how do you feel about prospects in the rim? Can you say CHINA? richard

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