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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: VLAD who wrote (19571)3/11/1999 2:49:00 AM
From: VLAD  Read Replies (2) of 23519
 
FWIW,

Just thought I would make a few important comments on the clit cream:

1)The market for such a product would far exceed the male ED market.
Considering the number of YOUNG and HEALTHY number of women who have never achieved an orgasm not to mention the number of woman who have EXTREME DIFFICULTY achieving orgasm, Vivus' broad patents on this type of product IMO can be worth hundreds of millions of dollars. Perhaps Edderd can pull up some stats on woman sexual dysfunction in terms of percentages etc.. Ed?

2)Considering that MUSE has already been proven safe and effective in human males, there is a good chance that Vivus may be able to get a product to market in a little over a year. They probably can get through a quick Phase I/II trial in a very short time span and the FDA may allow some of the data on MUSE to be used to make determinations on various issues. For example, there really should not be any question regarding the safety of an alprostidal cream. IMO the main hurdle would be proving efficacy of such a product. If it is proven to be effective then Vivus could be sitting here on a GOLD MINE. This factor certainly improves future prospects for Vivus. I am sure that any large pharma that is already interested in MUSE/ED will see a lot of potential in a female SD topical product.

3)The latest studies on sildenafil on woman clearly demonstrated that NO inhibitors are relatively ineffective on female SD. This leaves little if any competition for Vivus on a female SD product.

I don't know just how effectively these patents can be protected because of their broad base but they certainly are a big plus for Vivus.

Now consider this:

Vivus was a $20 stock in 1996 BEFORE MUSE was FDA approved and BEFORE a dime was made from selling a single unit of MUSE.

Now we have MUSE and Alibra in the wings that with effective marketing should be able to capture about 10% of the global market.
We also have a lot of promise in gene therapy and now the potential for a block buster female sexual dysfunction product.

Does all this justify a $3.50/share stock presently?

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