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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: MissLil who wrote (4175)1/1/1998 3:58:00 PM
From: Zebra 365  Read Replies (1) of 23519
 
I think we need to look at why "studies" like this are coming out now. This has nothing to do with Pfizer and Viagra first of all. You have to remember that the injection is the only effective treatment now available in Europe. Judging by what MUSE has done to the market for injectible treatments in the US, I assume these are shots across the bow from the friedly folks who sell injectible Alprostadil in Europe.

Of course the Caverject and trimix are used in the US still also, but you would just have to see the expression on the faces of the men when you first tell them about self injection. And I thought getting diabetic patients to inject insulin was difficult!! I imagine that many of the men using self-injection now are diabetics on insulin who are used to self-injection as a treatment.

So the only thing that the injection has over MUSE is efficacy, a point I readily conceed. As MUSE prepares to enter the European market, we can expect more such studies, like Dr. Greco's, to surface in order to try to retain market share for the injectables. Super Efficacy will be stressed as the 1 kg test demonstrates a higher degree of efficacy (over what is needed for clinical efficacy).

As I mentioned in my previous post, I think the stock action we saw yesterday was a few nervous shorts starting to jump the gun. I'm buying 1,000 shares at open in the AM for a day trade, unless it already gaps up too much. As of today, this stock now has a 12 month trailing P/E of about 10.

A Firm and Happy New Year to All

Zebra
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