Oh, am I pissed. I just tried to post a long message that got lost in electronic hell. Spilt milk, I guess.
Anyway, here's a shorter version.
Time magazine's cover this week, THE POTENCY PILL.
It is a good article that is slightly tainted, but it does a good job of pointing out some of the negatives. For example:
1. 1 out of 10 men in the clinical trials developed blinding headaches that grew more severe at higher doses. (That is 10% of the market that probably won't be using Viagra.)
2. 3% develop temporary vision problems.
3. Viagra can trigger sudden drops in blood pressure, and there is a risk that men who take it in combination with nitroglycerin or other antihypertensive drugs could faint or go into shock. (Many potential Viagra users are probably on at least one drug, if not more. Again, a positive for VVUS.
All in all, a pretty fair article.
The remaining post has nothing to do with the article.
The amount of free PR the ED market has been getting has been unbelievable. Viagra is certainly going to be the granddaddy, but there will be a ton of overflow for the other guys, like our VVUS.
I like the way the stock is holding. I will not be surprised if it falls back, but that won't concern me too much either. Also, I think the new Rx's will be down longer than people think. I am saying a month or so, maybe longer (I prefer to be conservative, that way if there is a surprise, most likely it is postive). All just the opinion of this man.
Standing erect,
Colby |
