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Biotech / Medical : Vivus: into single digits

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To: Bradpalm1 who wrote (941)8/29/1998 9:04:00 PM
From: BigKNY3  Read Replies (1) of 1016
 
Brad <<Muse will always have a niche role in the treatment of ED but it will never live up to its initial promise.>>

Brad: It is still very surprising to me that there has been absolutely no coattail effect for MUSE with the growth of Viagra or patients who do not respond to Viagra.

VVUS management tried to hold on to their #1 position in early 1998 and fight the pending Viagra launch with an "impotence awareness campaign", expansion of their field force, hiring of a contract PCP sale force, a direct to consumer program, and no partnering with Big Pharma. The end result is reflected in Friday's closing price.

To be fair, it is unclear if a different strategy would have had any different results. But certainly, millions would have been saved and VVUS prospects would have been brighter.

BigKNY3
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