Dale, Pfizer will compete big. Even without any Muse around, they will have a big campaign for their product. The development of sildenafil cost $400 millions (as per Asensio) must be recovered soon.
I post the reference to show how very poor information goes out in some type of medical journals. CNS spectrum have usually decent reviews, they never published original work. Monthly Circulation 420,000 sent free mainly to neurologists and psychiatrists.
I was very surprised on the bad quality of this article treatment part.
You are excusing the author for not knowing the side effects of sildenafil that will be required by the FDA list, even Barron's mentioned them. What is the excuse for the reference to "vasomex the pellet"?
The market is looking 3 to 6 months ahead , if this is the case then an investor should look now if the investment is feasible (in 6 months the price will be $20 one will enter probably with less risk and less reward). I am in with some of my money for the 2 to 3 year period. I am looking to see if I could add a quick infusion (plus margin)at an appropriate time.
Technically for the last 3 weeks there is significant accumulation, even including the last price drop from $15 to $11 (a significant 30% decline), some big blocks of buying. I called them buying because those days are shown as accumulation in the TC2000 data. The actual value of it could be provided more accurately with other more expensive data vendors). The Elliot wave explanation from Gary Baggs predicted the price drop to $8.75 (when price was $15) there is probably room to go down, but in my view is over. My entry point will be probably the day of the good news, or the day after (more expensive).
Dale, are you for HVSF "product"? Their "intrameatal" patent is dubious at best. Vivus has fight and won previous patent litigations. In this case, like BigKNY3 bet for mighty and experience PFE, I will go for Vivus might and experience when compare to HVSF the carcass.
Muse the product will be around, Vivus the company will not? Astra their partner is looking for small companies to buy (Prilosec, their real $4.5 billion drug, patent is due for 2001) and openly looking for merger partners. Read March 8, Sunday NY Times report on Astra. Could Vivus with their fresh and easily expandable patent be in their list?
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