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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: Linda Kaplan who wrote (2618)11/19/1997 4:42:00 AM
From: Andrew H  Read Replies (3) of 23519
 
Linda, I wouldn't get too excited about the Ascensio release on ZONA. I think it is pretty likely that Schering Plough looked at Vasomax trial results and patent issues and decided ZONA had enough going in that department to bring the drug to market. It is true they did not make a big investment, but I now think ZONA has a LOT more credibility than it did before the deal with Schering.

That having been said, I think ZONA's product is likely to be inferior to Viagra. And I think that that both Vasomax and Viagra will help increase VVUS's sales, although it may take some time for the dust to settle.

There is every reason to believe that VVUS sales will start increasing nicely as soon as they have more product to sell, which will be next Q. The pills will not be on the market for at least 6 months, probably longer. By that time VVUS will have already increased market share. And the pills should increase their sales even more.

However, it is possible that it will take some time for investors to come to this conclusion.
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