Vivus: into single digits Message Board

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Biotech / Medical : Vivus: into single digits

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To: MIKE DUBIS who wrote (146)	3/28/1998 10:34:00 AM
From: BDR	of 1016

I was going to post this thought on the long thread but enough of them are averse to alternate world views that I will keep it here. The longs are once again resurrecting the idea that Viagra will bring so many people into the impotence market that Vivus will benefit by servicing those that fail Viagra. I am sure there are some patients who will start with Viagra and end up on MUSE. However, many impotent patients are already aware of MUSE and other treatments and will not use them. They will only take a pill to solve this problem and if the pill doesn't work I don't think they are going to move automatically to MUSE. The longs assume patients are ignorant of the options already available and that Viagra will open their eyes to the fact that treatment for their problem is available. I don't think that is the case. Secondly, their thesis assumes that the doctor prescribing Viagra will be comfortable switching the patient to MUSE if he fails the pill. If the doctor is a urologist that may be the case. I believe that Pfizer will market Viagra directly to primary care docs and that patients are going to go first to their primary care docs and not urologists for the pill. Most people do not have a urologist. More people have a primary care doc. Who are they going to talk to first? Primary care people just love the idea of a pill that they can prescribe which will keep the patient out of the hands of those overpaid specialists. But when Viagra fails I don't think the primary care guys are ready to start talking about urethral suppositories. An indicator that impotence will become something that is treated by primary care: next week there is a medical education talk at my hospital for the medical and nursing staff on impotence and the speaker is a family physician, not a urologist. This is at a hospital with several hundred physicians on staff in the sixth largest metropolitan area in the U.S. I will be interested to see if his slides and other materials are provided by Pfizer.

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