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

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To: Tunica Albuginea who wrote (5888)3/15/1998 10:59:00 AM
From: BigKNY3  Read Replies (3) of 23519
 
TA: Where have all the VVUSers gone? To help stimulate conversation, I am raising the following hypothetical question:

Assume that the Viagra NDA is approved by the FDA on March 30, 1998. What will be the short-term (3 months) and longer-term impact (>3 months) on the price of VVUS?

Here's my best guess:

I would expect VVUS to trade within a range of 8-13 during the short-term as traders debate the fate of MUSE in an oral ED environment.

Once Viagra is actually available in the market, new Rx data for Viagra and MUSE will be closely monitored. The price of VVUS will be directly related to MUSE RX trends during this period. If Rx losses are offset by the expanded ED market, VVUS will rise again...in proportion to the RX growth. However, the opposite effect could also occur.

I believe in the longer-term the expanded ED market will result in increased MUSE specification. But, at this point no one knows for sure...This unknown has contributed to the current downside pressure on VVUS.

Any other comments or guesses?

Good investing!

BigKNY3
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