Tough questions for the V-Man...hopefully resulting in a friendlier dialogue:
VLAD: <<But if negative Viagra news ever gets the FDA to do more than one vague relabeling of Viagra then it is a positive for Vivus.>>
V-Man: Investing in Pharma is a game of probabilities. What is the probability of future earnings, what is the probability of an FDA approval, what is the probability of physicians' response to a new product?
Accordingly, if you are basing future VVUS gains on the FDA doing "more than one vague labeling of Viagra", what is your estimated probability of this event occurring and when? What is your estimated probability that this will occur by the end of 1Qt, 2Qt, 3Qt, and 4 Qt 1999? Can you support your estimates by any published statements from anyone ....including the FDA, Dr. Wolfe, the ACC, or any other international government regulatory agency that has recently reviewed Viagra?
VLAD <<I found it quite strange that during the ACC's review on Viagra, they found it necessary to show their findings first to Pfizer for their opinion/input before producing their final draft.>>
V-Man: It would be strange if they didn't. No organization knows more about a pharmaceutical product than the Pharma company responsible for it. The ACC could always chose to ignore or include any information that they received.
VLAD <<we certainly wouldn't be seeing such a bias of politics and big pharma money over science>>
V-Man: Is this the same "Big Pharma" that you are hoping to become a domestic partner for VVUS or even buy VVUS? Do you really want an "evil" Big Pharma company to become further involved with your investment?
What is your estimated probability that a Big Pharma domestic partnership will occur by the end of 1Qt, 2Qt, 3Qt, and 4Qt 1999? What will be the impact on VVUS if this agreement does not occur or does occur?
Finally, are you currently bothered about "Big Pharma money" from Astra and Janssen being used to promote MUSE?
BigKNY3 |
