SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Roger's 1997 Short Picks

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ploni who wrote (8197)12/11/1997 9:14:00 PM
From: Hank  Read Replies (2) of 9285
 
Several months ago the subject of shorting VVUS came up here and I was in favor of it. Another poster (Franco Battista I think?) countered my support by saying that VVUS had the market edge by being first. I reiterate what I said then. You won't beat companies like PFE at their own game. They have EXTENSIVE marketing operations and are expanding their sales force to twice what they were a year ago. These people put a lot of effort and money into developing strong relationships with physicians and HMO's. The likes of VVUS and ZONA don't stand a chance against them once Viagra gets rolling. The same is true for any of the other major drug companies that come out with a drug for ED. Both VVUS and ZONA are toast IMHO.

Hank
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext