DaiS, today's scenario was planned for a year by shorts: we knew it was coming that's why some got out of Vivus earlier:It was known X 1year the
-- the AUA meeting would be this past weekend.
--that " excellent " results for Viagra would be touted as a cure for
old age and that many would buy into that
--that Vivus sales would be impacted as everybody jumped off the raft
and clung to " the purported lifesaving elixir of you ", " the
magic pill" , to wash away all our problems; even fraudulent
Zonagen was taken up in the air in the song and merry of the
moment.
Coincidentally to that, we've had
-- CEO of Pfizer sitting on Board of WSJournal, doing his best ( I
suppose ) to play up PFE and downgrade the competition, ( as any
CEO would do I suppose ).( I have to admit though that this is
purely conjecture so don't take it as fact.
--a turning of the market down, at the end of Q2, as jitters about
EPS and Asia are around.
--Nasdaq is tripped by dual blow, suit to Microsoft and Intel laying
people off and not coming out with Merced chip until 2000.Tehnology
leadership,/Naz are severely wounded. Vivus is in Naz.
-- an abundance of analysts/commentator recent graduates from our
famed Universities who can't spell and add and so find it difficult
to analyze events accurately.
Thus I think that we have likely reached bottom.I think the good news for vivus will now
begin to outstrip the bad news.These are:
-Recognition that there are only 3, currently, ( and ~ for next 3
years, gg ) potentially viable therapies for ED:
a) the needle; ( limited because patients don't like it ).
b) MUSE, and soon to be ( ~ 1 year ) MUSE/PRAZOSIN; very exciting.
c) Viagra, becoming less exciting. Reasons:
-deaths from heart attacks, from sex with or without use of Nitroglycerine.
-THREE QUARTERS, again,
THREE QUARTERS, of A L L Americans will die of a heart atttack.
-they will all use Nitroglycerine eventually. ( We all will, GG ).
( SEE POSTED ARTICLES FROM VARIOUS SOURCES IN MY NEXT POST
# AS TO THE EMERGING SIDE EFFECTS FROM VIAGRA ).
d) FDA approval
e) Good reports with use of ACTIS
TA |
