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

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To: (no name provided) who wrote (7500)4/27/1998 3:15:00 PM
From: Mark A. Stang  Read Replies (1) of 23519
 
Kafka:

No one expects much coat-tail riding for at least a couple of months. But everybody does expect the negative impact of Viagra on VVUS to be at its zenith right now. I think it's incredible that VVUS is getting new patients right now at all (perhaps just the hard core of nitroglycerine users?) In the meantime, the discrepancy between the drops in new and refills (assuming your data are correct) is very interesting.

Sorry Kafkaesque, but we're not trembling yet.
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