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Biotech / Medical : Vivus: into single digits
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To: Cacaito who wrote (80)2/16/1998 8:14:00 AM
From: BigKNY3  Read Replies (2) of 1016
 
Cacaito: <<BiKNY3 all ED drugs, including viagra, are contraindicated in any disorder were priapism is increase.>>

Cacaito: Based on the information published to date, there has not been a single report of priapism with Viagra in Phase II and Phase III clincial studies...an indication of its different mode of action.

Back to VVUS, if you assume that Viagra will receive FDA approval within the next two months, what will be the short and long term impact on VVUS?

Here's some thoughts:

Viagra's approval will help drive potential patients into physicians' offices...far more than an "Impotence is Optional" campaign... The ED market will greatly expand and MUSE should benefit over the long-term.

In the short-term, the approval could have a negative impact as analysts incorrectly report that an oral medication will 100% replace all other ED products on the market. This will not happen since ED is far to complex a condition and various therapeutic options will be utilized.

I believe the risks associated with this uncertainty and general lack of confidence in VVUS management are putting downside pressure on VVUS at the current time.

VVUS could jump up again in the Fall when it is shown that Viagra's launch has had a positive effect on MUSE Rxs.

Any comments?

BigKNY3
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