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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: BigKNY3 who wrote (21748)5/10/1999 12:20:00 AM
From: Zebra 365  Read Replies (1) of 23519
 
<<Zebra: Any thoughts about the future of Vasomax? Here is a link to a recent Salomen Smith Barney Report (5/6/99)on Vasomax and future ED products.>>

BigK you mean Vasomex? The Mexican drug for when your chili pepper has lost its fire? LOL!

I'm very skeptical on the efficacy of Vasomax. It is such a nonspecific vasodilator that I would think that you would either have an ineffective dose or one that was effective but you'd have to already be lying down when you took it. As you know, small differences in large enough trials can reach statistical significance for effectiveness. But as I recall a significant number of the trials were done in Mexico and the FDA may have a problem with that.

I can tell you that I think SGP was investing in Joe Podolski (CEO of Zonagen) as much as in the drug. Also there is some VC money from Ross Perot or one of his associates that is in there, which helps.

I think that the specificity of sildenafil for the PDE-5 receptor has been responsible for it's wide acceptance. I think Viagra has little to fear from Vasomax. And the population for Vasomax would have to be mostly psychogenic or very mild organic disease, if it gets approved in the US.

If we could trade LW for Joe Podolski, VVUS could be trading in the 20's too. I've listened to him in conference calls and seen him on CNBC. If ZONA fails, it won't be because of a lack of management or leadership. It will be the product.

Zebra
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