>>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. <<
Ah there you go thinking like an american again! The US is not going to be the biggest market for MUSE, Asia is. Americans dont think twice about popping a pill, does not matter for what purpose as long as it does something. The majority of the people of the world think differently on this concept. Ofcourse americans think what they want since the rest of the world does not have enough money to come close to even the money in a single state like california.
And another assumption you are making here is, If you have a choice for a recreational drug, which one would you use, I know I would use viagra but we are NOT talking about it being a recreational drug here now are we?.
I can tell you I am deathly afraid of needles, But when the time came, I took the shots rather than the pills due to it being faster. Its different contexts entirely.
And I think PFE is a very good short at this point, From 40 to 120.. Wonder what the downside will be. Unlike the 70's and before, wonder drug side effects can not be pushed under the carpet for very long, It might not appear in the new york times, but I think enough smart people will get to read it to slowely step away. |