Vivus: into single digits Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Vivus: into single digits

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MIKE DUBIS who wrote (653)	7/1/1998 5:22:00 PM
From: Colby	of 1016

Mike, If the market was always right, there would never be value or exceptional returns because everyone would know about it. I think what the market is telling us about VVUS is that there is still a fair amount of risk to be overcome. I agree PFE when and if it gets world wide approval is certainly going to interfere with our market share, but I don't think it will be to the same effect. 1) I think the other countries already know about the potential dangers of Viagra. I don't think it will have the same hypy it did here. 2) Astra and J&J are much better at marketing than VVUS, IMO. They should be able to provide PFE with a bit more competition. As in all cases, time will tell. At these levels, I like the risk/reward profile. Colby

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next