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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: BigKNY3 who wrote (13083)8/11/1998 8:57:00 PM
From: VLAD  Read Replies (1) of 23519
 
Kahuna,

There is only one way Vivus will be able to get the domestic script numbers up to par and that is with a strong domestic partner. I know it, you know it, Vivus knows it, we all know it. Evidently this is exactly what Vivus is working on as I type. J&J has a bigger sales force than Pfizer and I would expect script numbers to reach that old level within 3 to 4 months after they take over.

As for Viagra, I know you do not want to hear it but IMO the liability issues will eventually force some type of change. I do not know if this means relabeling and restricted use or a total recall but I do know that the way things are headed, Pfizer is going to have to deal with the liability issues sooner or later.

Finally, I do not depend on Vivus's success via Viagra failure. Viagra is the reason we now have a crushed stock price. There is no doubt that Viagra has drastically hurt MUSE script numbers. With an effective salesforce, I think MUSE will eventually see a coattail effect. I also believe the safety issues surounding Viagra will eventually restrict its use at least in the CDV patient which will dramatically improve MUSE script rates.

So IMO a good sales force + MUSE safety profile = Vivus stock price recovery. It will take some time but it will happen.
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