Regarding patient perception of the relabeling of Viagra.
On a technical basis, I have not seen that perception, in the sense of men taking Viagra and, though tolerating it, want to switch.
But in the new inquiries I have had in the past week, regarding ED treatment, there is a growing perception that Viagra is not risk-free and a new interest in alternatives.
Of course few of these men know about MUSE.
So, I don't see an immediate rush to MUSE, but I do expect somewhat of a reversal in the Rx trend, to see stabilizing and then increasing script numbers. My sample size would be much smaller than Edderd's due to the fact that I am an internist, not a urologist.
I agree that Astra-Zeneca appears to be a done deal and I agree it is a positive thing for VVUS. If the VVUS board of directors is only mildly retarded, instead of profoundly retarded, this may be a positive thing for VVUS shareholders as well.
Zebra
PS Regarding options: <<VLAD and all, noticed 450 Dec 5 put contracts were transacted yesterday. For what it's worth.>>
Sounds like a smart move for the seller, if VVUS moves above 5, it will be a technical breakout and worth buying (or having the stock put to you at 5 would be good), and if it doesn't then you pocket the premium and move on. I don't see the logic from the buyers' side though. |
