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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: Doug who wrote (5940)3/17/1998 12:45:00 PM
From: mc  Read Replies (3) of 23519
 
Well, we got the big one we were all waiting for. MCA approval in time to maybe sell some at-risk product in Q1. To say that I am disappointed with the action of the stock this morning is an understatement and judging by lack of posting on this thread I'll assume that everyone is in as much shock as I am.

FDA approval should be coming sometime soon for the new plant also. I don't think this is nearly as important as MCA approval was. As far as positive future events are concerned I think we are in a holding pattern until the end of Q3 beginning of Q4. Viagra WILL be tried by the vast majority of MUSE users and I think it will take a couple of quarters before the current users are segmented.

Aditionall, all the new users that Viagra brings to market, are obviously going to be trying Viagra first. So we certainly won't see an influx of new users until they've tried and failed with Viagra. The question really is, at what point do the additional MUSE users brought into the market by Viagra's release make up for the current MUSE customers who we will lose to Viagra. I think the time frame for this will be longer than many think. We can't even make educated guesses about this until we have some hard data regarding effectiveness broken down by causal categories of the ED patients in question.

For a quarter by quarter break down of activity, I'm still sticking to my older post: #reply-3043554

Some out there don't like it much, but, I think it's as good a guess as anyone else's.

Good luck,
Gary
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