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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: Mkilloran who wrote (17523)1/6/1999 6:04:00 PM
From: VLAD  Read Replies (2) of 23519
 
martin,

My speculation is on Lilly not Astra. They already comitted $75M to an oral with no guarantee for approval. It tells me that they want in on the ED market in a big way.

Since Lilly is soon to lose their Prozac patent they need to penetrate new markets. A small investment in Vivus is nothing compared to the billions they have made on Prozac over the years.

If they really are serious about getting into the ED market, marketing MUSE/ALibra before hopefuly getting approval on the ICOS drug IMO will give them a good head start.

If their sales reps plan to detail/promote ED treatments then their time is already comitted to do just that. They can market MUSE/Alibra for the next 2 years and then add the ICOS drug to their bag of ED good if it gains approval.
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