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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: Tunica Albuginea who wrote (2058)	11/5/1997 1:07:00 PM
From: Anaxagoras	Respond to of 23519

I don't give a crap who's a physician or who isn't- Bradpalm, it turns out, has provided some of the best information and analysis on the thread. I don't go for arguments from authority- present the information and I'll analyze it myself, thank you very much. Anaxagoras

To: Tunica Albuginea who wrote (2058)	11/5/1997 1:20:00 PM
From: Mark A. Stang	Read Replies (3) \| Respond to of 23519

Tuna, welcome back. Now let's discuss a small point of Leo Logic-- Leo says Viagra will do severe damage to VVUS, because ED patients would rather drink it than slink it. To paraphrase, he posted once that only people who HAVE TO use Muse will use it. The implication of Leo's argument was that Muse and Viagra will serve discrete segments of the ED market, with Viagra getting the Lion's share and VVUS relegated to a small niche (of what, Leo won't say, because he knows the "niche" consists of all chronic impotent men who can't be helped by Viagra.) Then today, Leo posted something about price pressure on VVUS from Viagra, with VVUS being the high-priced "A" remedy and Viagra being the lower-priced alternative "B" remedy, that will bring down the price of A. So, the only men who will use Muse are those who have no alternative, i.e. cannot use Viagra, but Viagra poses a price-competitive threat to Muse? Leo, you're practicing Voodoo Economics. Can you reconcile these conflicting positions? Try to be factual. And while you're at it, are you making any progress on answering Dr. B's question about whether Viagra does any good for chronically impotent men. or is your family member (wife) at Pfizer getting close-mouthed about this sensitive subject?

To: Tunica Albuginea who wrote (2058)	11/5/1997 1:24:00 PM
From: sailor	Respond to of 23519

TA I was only worried about the momentum upswing! Sailor

To: Tunica Albuginea who wrote (2058)	11/5/1997 4:28:00 PM
From: Cacaito	Read Replies (1) \| Respond to of 23519

Tunica, wellcome back, I sold my margin position,my rule is I keep margin if I am making money, now just even and it looks like on the way of some losses. Still holding the rest of the shares. For the first time I am thinking Vivus management does not care a lot of the stock price, not a sign of the buyback program and always silence, not even the clasical "we do not think the recent prices are justified by the financial conditions of the company". The stock is down almost 50% and is becoming a vicious circle and the squeezed is reverted, cause the margin is also squeezed on the way down (like me). Now there are a big amount of losers that will take months to solve.