Miss Lil << Systemic therapy is a big unknown. Chances are all will be ok, but there is a significant, but small chance, that Viagra will be associated with significant side effects that will result in its withdrawal from the market or significant limitations in its use. I would estimate this risk at about 5% but, admittedly, that's a wild guess. I don't think anybody could do better without looking at the data, and even such a person couldn't know without the "Phase IV" trial of a million prescriptions. Comparisons with Persantine, etc. are possibly misleading due to dose-response issues. That being said, PFE is probably a good investment if one can get it at a good price (unlikely). Might be good to buy in February, wait for the expected approval in March (April or May if some minor problem develops), then sell on the expected surge after approval>>
Miss Lil: Thanks for your knowledgeable, unbiased post. In the next few months, there should be plenty of Viagra data available prior to the market introduction,particularly at the AUA meeting in late May.
In evaluating the systemic side effects of Viagra, be very careful in checking which PDE inhibitor class is being discussed. Cardiovascular effects are usually associated with PDE-III and photoreceptor effects are associated with PDE-VI. Based on the data presented to date, it appears that Viagra is a specific PDE-V inhibitor. Using PDE-III and PDE-VI papers to describe Viagra is the equivalent of reading the profile of a mouse to describe a horse.... because they are both mammals.
In addition, it is rare that you hear a discussion of the systemic side effects of MUSE on the VVUS Boards. The following narration represented 33% of the currently running MUSE television ad:
"You should not use MUSE if you sickle cell disease or trait or other blood disorders. In clinical studies one of three men reported genital pain causing 7% to drop out. 3% of patients reported symptoms from lowering of blood pressure."
Miss Lil, watch for the strong response to this post.That alone should tell you something about the poster. Check for the misleading information concerning papers focusing on non-specific PDEs, PDE-III and PDE-VI and even SSRIs. These posters are simply trying to support their huge "gambles" on a stock that is a "day trader's dream"...both up and down.
In the long-term, VVUS can thrive in a growing ED market. However, spreading misinformation on competitors and product hype will only hurt novice investors to think that a stock is a sure thing. If anyone doubts this, they should read the Newbridge Networks Board over the last two months.
Best of luck with your investing!
BigKNY3 |
