Vivus: into single digits Message Board

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Biotech / Medical : Vivus: into single digits

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To: DR. BOND who wrote (28)	2/3/1998 10:25:00 AM
From: BDR	Read Replies (3) of 1016

Short? No. Skeptical, yes. Stupid, no. I am looking for a run up on the marketing hype, a stall when Viagra is approved, a dive as patients flock to Viagra and sales of MUSE drop though I may have to wait until the quarter after Viagra's intro for the full effect. After that it will depend on the response to Viagra. I think Viagra's prospects are being hyped beyond what it, too, can deliver so VVUS may recover some in the long run. Those long VVUS underestimate the degree of dissatisfaction patients have with MUSE. My patients use it because it is the (currently) least invasive option with a fair chance of working. But none of my patients are really happy about shoving stuff up their urethra and VVUS will suffer, in the short run at least, when Viagra is approved. If you are skilled enough to trade this one you can make money both ways. I would advise against a buy-and-hold approach.

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