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Biotech / Medical : Vivus, Why the Slide?

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To: Edderd who wrote (1786)6/3/1997 4:48:00 PM
From: Mongo Slade   of 3991
 
The point of my previous post is this. In regards to combo treatment.

1) Imagine this scenario. Buddy wants a night of passion with his lovely lady....but wait a minute honey I gotta a)pop a pill then b)rub some cream on Chester then oh yeah c) let's make this more romantic why don't you shove that plastic tube into Chester.

2) I'm no urologist but from what I have read. Viagra is supposed to be quite effective on its own. If any combo therapy is pursued it is more believable to me that Buddy in scenario 1) would prefer to pop the pill and rub on the cream without using Muse.

3)We all know that Muse far from gaurantees a "diamond cutter".

4)How many people are going to be able to afford combo therapy. I'm sure each drug company wants there own cut. What you say the price will drop in time ? What then does this do to VVUS' bottom line.

3) For my money if a urologist told me combo therapy would involve going through all that crap in 1) Then any day of the week I'll take the quick injection which does gaurantee that diamond cutter.

4) Oh yeah VVUS to my knowledge is stil a one product company. Very dangerous in the pharm. business in my opinion.

I don't plan on buying any ZONA, I'm just waiting for another opportunity to short VVUS.

Yes I do think VVUS will rise some more in the short term because on 1) upcoming split 2)this quarters earnings will be good but not so once the competition hits the market.

Mongo.
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