BigKNY3, Looks like PFE has opened Pandora's Box here. Like a hot internet stock that only goes up, Viagra will make every 50 year old young again with no side effects.
I wrote two scripts today for Viagra, real cautions about side effects and all. This will be great for VVUS, before, these guys wouldn't try MUSE. Now unless they sneak this Viagra into the house for their "own amusement", the wife will march them right back here for MUSE if it doesn't work.
As to the abuse potential, more theoretical than real IMHO but we shall see. I would mention that a Cyberdoc that prescribes medicine for Texas patients better have a Texas license or he is committing a felony in this state. The Board issued a very clear statement on this last year.
I have said before that the best Viagra play would be to short PFE, and use the proceeds to buy VVUS sometime soon, just because the Viagra effect will drive their prices in opposite directions for a while and then fade. If PFE were a one-drug company, I'd do it for sure. But PFE is not a one drug company. However, I can see the "Analysts" upgrading PFE all the way to it's Viagra height, and only downgrading after it corrects.
VVUS should find it's nadir somewhere in this quarter. I don't see the helium pellet injector being much of a threat, I think the MUSE or needle would be a little more discrete than a orange topped helium tank.
So, the games are beginning, and quite a circus it is. BigKNY3, as a big Pharma investor, I understand the mixed feelings you must be having over this. You've been down this road before, so have I.
Zebra
PS: E'Lane, your posts are a HOOT!! Welcome to the thread.
PPS: BigKNY3, you stated in a previous post that VVUS showed, in 1997, that it couldn't market its drug system. Have you any factual evidence that, since January 1997, VVUS has ever been able to produce more MUSE than the demand for MUSE, and would therefore Need to market its product at any time up to this date? |
