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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)

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To: Greg22 who wrote (18679)2/12/1999 12:27:00 AM
From: Andreas Samson  Read Replies (1) of 23519
 
No one needs to manipulate Vivus, the bottom line speaks for itself. Drop a graph of MUSE domestic script numbers for the last five quarters, over a graph of the stock price in the same time period, and you will see that they overlap nearly exactly.

Among those who are long, there appears to be a constitutional inability to come to grips with the fact that 75% of the people who used MUSE in 1997 walked away from the product upon the arrival of Viagra. Marketing, for this consumer base, was not the issue. They were already using the drug. And they just walked away.

You can study Level II charts until your eyes glaze over, you can hang on every little tick in volume, every little marketing partnership rumor on SI or Yahoo!, none of it will change this Iron Truth: people don't want to use MUSE if they can avoid it, and, Viagra works much better than VVUS shareholders would care to admit.
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