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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: ChinuSFO who wrote (9348)6/8/1998 1:24:00 PM
From: VLAD  Read Replies (1) of 23519
 
As much as many of us are disgruntled about management,

I think Wilson did an outstanding job.

All the questions asked were always directed towards something negative.

Because of this Wilson did not really have much time to do more than defend MUSE against the Viagra threat.

The interviewer's questions were all designed to attack the integity of the product and company.

Every possible most negative aspect was drawn out:
1)Declining sales. But no mention that it has only been a relatively short time since the release of Viagra and Viagra is being given away as free samples.
2)A urethral delivery system is undesirable. Good counter by Wilson to point out that it allows the drug to be concentrated to where it is needed and then he went on to point out the systemic dangers with Viagra.
3)MUSE is painful. Wilson straightened out the correct percentage of those dropping out of the initial study because of pain.
4)The last part I thought was totally uncalled for. The interviewer spoke as if Vivus was going belly up due to Viagra. Wilson defended this point well also.

After the hatchet job CNBC did on the MCHM CEO (and the next day these so called "profesional" journalists smugly joked about how they destroyed him, it is no wonder that the ZONA CEO canceled out.

Given the nature of questioning, I feel that Wilson did an excellent job in this interview.

He made all the important points that made me to decide to buy into this beaten down stock which were:
1)MUSE is local and very safe.
2)Viagra has thus far expanded the market place 6 fold and Vivus does indeed intend to take advantage of the expanded market and does intend to pick up the Viagra failures.
3)Growth through an expanding international market with the Astra/Janssen relations.

The way he spoke it sounds like a deal for Japan should pour some more cash into Vivus's pockets.

Whoever gets the script data please post it.
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