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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: g.w. barnard who wrote (18289)1/28/1999 9:07:00 PM
From: VLAD  Read Replies (1) of 23519
 
gw,

I believe that a major part of the European problem involves the Astra-Zenecca merger. I'm surprised that nobody asked Wilson anything about the new companies ability to market MUSE now that they are the third largest pharmaceutical company in the world.

I believe that it is going to at least take another month for Astra and Zeneca to get their house in order including to eliminate redundant positions and to settle on specific marketing stradegies regarding MUSE and all their drugs combined for that matter.

Astra earlier decided it was best to wait for the Viagra noise to die down in Europe before launching MUSE. Now they are a differnet company and they will have to agree on an efficient marketing stradegy as it pertains to MUSE.

I have been told that Astra-Zeneca is going to have a big meeting in Sweden next month of all their European sales people. The sales and marketing of MUSE is going to be one of drugs discussed. We should be hearing about this next month after this meeting. We now need to listen to what Astra-Zenecca (not Leland Wilson) has to say concerning MUSE in Europe. Vivus has no say in this matter and probably knows less than some of us here who have made some good contacts with Astra in the past.

Vivus has always seemed fairly ignorant when it came down to information regarding Janssen and Astra. It's probably because they really DON'T know anything concerning their plans. Vivus's only obligation is to fill their MUSE orders and produce and ship out requested product. Nowhere in their contracts with Astra or Janssen does it say that Astra or Janssen has to divulge ANY information to Vivus concerning individual country sales or stradegies. In fact it looks to me like Canada was the first country where Janssen really went out of their way to provide Vivus with information and Vivus took full advantage of the information provided.
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