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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: BoNg-N-BoNg who wrote (8947)5/3/1998 9:05:00 AM
From: tom pope  Read Replies (1) of 120523
 
[VVUS]
A result of the really extraordinary publicity surrounding
the launch of Viagra has been to bring impotence out of the
closet. Until the introduction of Viagra and its siblings
(including Muse), impotence was a medically taboo
subject. M.D.'s knew even less about impotence than they
know about anything that wasn't in the med school
curriculum. For therapists of all stripes, impotence was the
the intractable problem. So if you were impotent,
it was forget it. There's nothing we can do for you.

When Caverject and Muse were introduced there was little
publicity, beyond observations that the procedures were
possibly painful and not always effective. Since Viagra's
introduction it would be difficult to find anybody in this
country who can read that doesn't know that there IS A
TREATMENT FOR IMPOTENCE!!!. A whole lot of men
who until last week wouldn't have dared talk about their
little problem now know that they have hope, that it is not a
condition that has to be kept a secret at all costs, and these
guys will be trooping to their M.D.'s, asking for a solution.
Again today the local paper has a front page story on how
Viagra is taking over Sun City.

What this says to me is that Pfizer will obviously benefit
from the hype of the last two-three weeks. But so will
Vivus, because many men who seek medical advice for
their condition will learn not only about Viagra, but also
about Muse. And a significant proportion of men who
don't benefit from Viagra do benefit from Muse (and vice
versa.) In other words, a good case can be made that these
are complementary products: a win for Viagra is not
necessarily a loss for Muse.

I'm not saying that Vivus will be a good trade from the long side this week, and I wouldn't be surprised to see my stop at 9 3/4 get hit Monday morning. But it is possible that over the medium term Viagra will add to Muse's market rather than take away from
it.
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