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

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To: Colby who wrote (7143)4/16/1998 3:50:00 PM
From: j bayer  Read Replies (2) of 23519
 
This reaction is NOT irrational emotion but a reaction to anticipation of lower demand for a product. It is common sense, not rocket science. Think about how many Muse users will leave Muse, even only temporarily, and try Viagra. If it works for them even partially as well as muse, do you honestly think they will opt to ever go back to the insertion method. NO WAY! Yes, I agree the publicity Viagra has brought to the market may eventually impact VVUS down the road and increase sales but we must also be realistic in acknowledging that we may lose alot of Muse patients to Viagra. Not all muse patients have profound ED. There will also be many patients that will try Viagra because it is in pill form and even if it doesn't work for them will not opt for the Muse only because of how it is administered. I believe many men out there will agree with this reasoning.

The only way, IMO, that VVUS can recover from the "Viagra Effect" is IF and when the side effects of Viagra come to bear as more detrimental than originally anticipated. Only with that type of bad publicity would the Viagra users, possibly by then, accustomed to the benefits of ED treatment be willing to try Muse.

Good luck to all.
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