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


To: BigKNY3 who wrote (2255)11/8/1997 9:28:00 PM
From: Cacaito  Read Replies (2) | Respond to of 23519
 
BigKNY3, It does not seem to be that the market is buying the story of the increase ED awareness, I will be happy they did. Maybe they will use the same story for the coming (hope) upturn.

Should we only discuss the wonders about viagra? (despite a 50% drop cause mainly by the market interpretation of PFE president comments on the very limited data given). It is at this moment critical to Vivus future.

Pfizer is at risk of a big drop in price if the expectation they are creating of an almost faultless superdrug is not met, if 59% erections
for mild organic ED is true then they do have a $billion drug.

Learning about viagra is not a bad exercise. I stay in vivus and loss 80% of my profits thinking the company will benefit from "awareness" and my fear about viagra approval and vivus drop was materialized as Leo said with the 6 to 9 month market outlook, it took only the plan to apply to the FDA to cause the big drop.

Pfizer will not drop no matter how hard people debate in this thread. Besides there are good defenders of viagra here.

Leo, I should say you were right when you shorted VVUS, and your close position was well timed (and efficient). Still do not agree with the OBV interpretation.

Despite holding Vivus since march and my now ill plan of holding till 1999 at least. I was better with my couple of trading in and out.

Standing without margin!

Respectfully,

cacaito