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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: Mosko who wrote (2254)11/8/1997 8:16:00 PM
From: BigKNY3  Read Replies (1) of 23519
 
<< For those of us who believe in the vvus products and also believe the release of Viagra will, in the end, mean more patients for VVUS, the true value of this stock will not be realized until at least 6 mos to a year AFTER the release of the oral drugs. >>

Mosko: I agree with your post. I find it strange that several VVUSers feel the need to tear down Viagra based on "theories" in order to save the MUSE franchise. It seems an apparent attempt to reach out to the FDA reviewers and try to keep oral agents off the market. Somehow, I don't think the reviewers are surfing the Net for help!

Moreover, to date, every drug that has been given an FDA "priority review" has made it to the market. Lilly's Evista, the next pending "priority" product, will be reviewed on November 20th.

I also agree that MUSE could be helped by the introduction of Viagra in an expanding ED market. The odds that Viagra will help MUSE sales rather than hurt in the long term is probably higher than 60%. It is the potential 40% risk that is concerning some analysts.

Many analysts and some VVUS investors don't really understanding how a new oral ED drug could help MUSE by building greater awareness and bringing new ED patients to physicians' offices. Currently, only 10% of ED patients seek treatment and a portion of future ED patients (20-35%) will not be responsive to an oral agent. This condition is too complex to be treated by one product for all patients.

BigKNY3
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