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

To: Linda Kaplan who wrote (2618)	11/19/1997 4:42:00 AM
From: Andrew H	Read Replies (3) \| Respond to of 23519

Linda, I wouldn't get too excited about the Ascensio release on ZONA. I think it is pretty likely that Schering Plough looked at Vasomax trial results and patent issues and decided ZONA had enough going in that department to bring the drug to market. It is true they did not make a big investment, but I now think ZONA has a LOT more credibility than it did before the deal with Schering. That having been said, I think ZONA's product is likely to be inferior to Viagra. And I think that that both Vasomax and Viagra will help increase VVUS's sales, although it may take some time for the dust to settle. There is every reason to believe that VVUS sales will start increasing nicely as soon as they have more product to sell, which will be next Q. The pills will not be on the market for at least 6 months, probably longer. By that time VVUS will have already increased market share. And the pills should increase their sales even more. However, it is possible that it will take some time for investors to come to this conclusion.

To: Linda Kaplan who wrote (2618)	11/19/1997 6:32:00 AM
From: BigKNY3	Read Replies (1) \| Respond to of 23519

Linda: Here's my take on last night's CNBC ED discussion that included the CEOs of Vivus and Zonagen, the ever-present Dr. Harin Padma-Nathan, and pharmaceutical analyst Hemandt Shah. No representative of Pfizer was on the panel: 1. The size of the ED market is still a big unknown but has the potential to be very large up to 40 million men. 2. The Vivus CEO felt that MUSE will benefit by the expanding ED market. He acknowledged that MUSE's market share is flat due to a problem supplying the product to meet the demand. 3. The Zonagen CEO felt Vasomax can compete with Viagra because of its marketing agreement with Schering. He defended accusations that clinical studies on Zonagen were flawed. 4. Dr. Padma-Nathan felt that all ED therapies will play an increased role in the near future and may be used in combination. 5. Hermandt Shah concluded that Pfizer was the best market play among the companies involved in ED because of its oral formulation and PFE's abilities as a marketing powerhouse. He especially likes PFE if its price goes lower. BigKNY3