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

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To: BigKNY3 who wrote (4762)1/19/1998 12:52:00 AM
From: Tunica Albuginea  Read Replies (1) of 23519
 
BigKNY3, I suppose that puts me in good company with Alan Abelson from Barrons who's being predicting an overvalued stock market for 2 years. This year HMOs will be asking a 5% increase in fees ( unlike the past 4 years where they remaine dwithin inlation. You can't pay nurses and doctors less, they are already working at quitting or, joining Labor Union wages ); the next big squeeze will occur in drugs.
ALL of PFEs drugs can be substituted safely with cheaper versions. Be prepared for a 30% drop in PFE price in 98 if earnings are missed. All IMHO.

TA
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