First, let me say that I haven't been following VVUS that closely. If you are long VVUS I think it is a plus that the company is finally developing other products. Maybe not a big plus. Their combination product for ED (Alibra?) will probably work better than MUSE (which isn't saying much) but it will use the same delivery system (intraurethral) and so it, too, will be a non-starter. Rabid VVUS longs just can't understand the objections men have with that system. The clitoral cream (please don't tell me women will have to insert it into their urethras) may be worth something.
I had to laugh at all the blather about the medication for premature ejaculation which will be delivered, of course, by Vivus's patented intraurethral delivery system. I thought the hype about the delivery system was that it put the medication where the problem is. To the extent that premature ejaculation is CNS mediated, why stick the drug in the urethra? Unless the mystery drug is a local anesthetic that turns the penis into a dead stick. There are already a number of reports that the antidepressants (e.g. Zoloft), taken as a pill "as needed", can be effective in treating PE. Of course, at one point I remember some longs talking about how nearly all drugs could be delivered via the urethra, anti-hypertensives, bronchodilators, etc., and so Vivus's potential was unlimited. They just don't get it.
The stock may be worth a ride up on the hype that appears to be due to arrive on several fronts (have we heard from Wole Fayemi yet?), but I would be sure to close out the position before sales figures start to get reported. |
