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To: Herm who wrote (5905)11/19/1997 12:34:00 PM
From: Vol  Read Replies (2) | Respond to of 14162
 
>> One of VVUSs competing companies (ZONA) bites the BIG ONE! <<

As a result ZONA AND VVUS went down 3% yest. VVUS already down near 2% today on higher than avg volume. What gives??

Vol



To: Herm who wrote (5905)11/19/1997 4:30:00 PM
From: Ofelia Cuesta  Read Replies (1) | Respond to of 14162
 
Herm,

Yesterday CNBC covered this in Bull Session. They had the CEO's of Vivus, Zonagen and Pfizer on. They also listed all the the competing products in the market, discussed market size, etc. One thing, the CEO for Vivus discussed was that demand far outstripped their capacity making this one of the most important limiting factors to a greater market share.


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