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Biotech / Medical : Vivus: into single digits

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To: MIKE DUBIS who wrote (256)4/19/1998 2:44:00 PM
From: Mkilloran  Read Replies (1) of 1016
 
Mike........we'll all know the answer to your question this summer.

Look for the script data from the UK and sales reported in 2nd qtr. USA script data in June should be the start of any reasonable comparison as to how well/poor Vivus's Muse will do in a market shared with Pfe's Viagara.

Third qtr will show results with Argentina, Brazil, S Korea and Switzerland and any additional countries that gain approval in the near term.

New and improved Muse II in phase 3 trials...will hit the market in 1999.....The company will survive and have good sales IMO.

If it only has a marginal market acceptance it will be a buyout candidate by someone bigger...Management will be purged,etc.

IMO the stock will go higher from here in either case.

My money is on a successful product with a nice percent of the ED market with new non-ED products to push them higher in the future....

Time will tell....You bet RED I'am betting Black....(the bottom line).
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