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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)

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To: Linda Kaplan who wrote (2618)11/19/1997 6:32:00 AM
From: BigKNY3  Read Replies (1) of 23519
 
Linda: Here's my take on last night's CNBC ED discussion that included the CEOs of Vivus and Zonagen, the ever-present Dr. Harin Padma-Nathan, and pharmaceutical analyst Hemandt Shah. No representative of Pfizer was on the panel:

1. The size of the ED market is still a big unknown but has the potential to be very large up to 40 million men.

2. The Vivus CEO felt that MUSE will benefit by the expanding ED market. He acknowledged that MUSE's market share is flat due to a problem supplying the product to meet the demand.

3. The Zonagen CEO felt Vasomax can compete with Viagra because of its marketing agreement with Schering. He defended accusations that clinical studies on Zonagen were flawed.

4. Dr. Padma-Nathan felt that all ED therapies will play an increased role in the near future and may be used in combination.

5. Hermandt Shah concluded that Pfizer was the best market play among the companies involved in ED because of its oral formulation and PFE's abilities as a marketing powerhouse. He especially likes PFE if its price goes lower.

BigKNY3
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