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Biotech / Medical : VVUS/soon to below 20 -- Ignore unavailable to you. Want to Upgrade?

To: MIKE DUBIS who wrote (4)	12/8/1997 6:39:00 PM
From: Andrew H	Respond to of 40

Clearly, the price trend is down and much of the increase had been caused by the news/hype over Viagra. Of course the trend is always down until it starts moving sideways or up. While it is possible that VVUS will continue to trend down or sideways until "Viagra proves or disproves itself, IMO, it is not likely. Earnings continue to increase, approval in UK and probably before long in the rest of Europe and the new plant coming on line should all help the stock. Now about 10 times the coming year's earnings. Personally I don't have a position in the stock, but it looks pretty cheap to me here. Are you short?

To: MIKE DUBIS who wrote (4)	12/9/1997 1:33:00 AM
From: BDR	Read Replies (3) \| Respond to of 40

The preference of new impotence patients in my practice used to be for MUSE by a wide margin (about 90%) but since the cover story in the news weekly the first choice is now "do nothing and wait until the FDA approves the pill" ( > 50%) and MUSE is second at something less than 40%. This shift in patient preference has got to show up on the VVUS income statement one of these quarters, even if Viagra isn't all it is cracked up to be. Formerly short (profitably), battered into silence by the longs on the "old" thread and now holding no position in VVUS. Regards.