Have not much experience with VVUS, but it's trading on future sales at this point. Not knocking Viagra, but it seems true new wonder drugs with no side effects are few and far between. Reminds me of the Redux Saga. Time will tell with Muse and Viagra.
I agree - the hype for Viagra is beyond belief. You can run, but you can't hide.
However, it seems to me that there is a phallacy (pun intended) in believing that Viagra will make a bigger sandbox for VVUS to play in.
Let's just say the hype surrounding Viagra increases the marketplace by 5,000,000 men. These men came out of the closet so to speak because there was a simple to take pill that may or may not help them. If it works, they stay with Viagra. If it doesn't work, they either stick a suppository an inch up their urethra, stick a needle in it, or go back to looking at limp Larry every night, and wait until Vasomax (I think that's right, the other pill) is approved. I've got to think they go back to status quo.
Now, that all having been said, VVUS as a trading stock may be interesting to watch. There is huge short interest, and however irrational I may believe it to be, there could still be a lot of upward movement to the stock.
-jsc |
