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


To: MissLil who wrote (4316)1/4/1998 11:41:00 PM
From: Cacaito  Read Replies (2) | Respond to of 23519
 
MissLil, please check this for the Muse/prazosin comment-question:

Message 3090083

I assumed the following: the patients were in injection therapy, so they probably are a group of severe ED, otherwise they will be in other types of treatment. But, you are right many of this patients do not have other options and they are on injection treatment.

Have in mind that I am also bias toward good results for Muse, despite trying to be very strict interpreting a study. ( I own VVUS shares ).

A more rigorous study is absolutely the way to go.

I will like to see you questioning other studies around (zona, org, amln, xoma, lgnd, viagra). It is refreshing to hear somebody with a tough baseline to critic scientific studies.

But, one of the big problems investing in the drugs/biotechnology field is that is not as easy as reading the scientific studies, there is a lot of information coming from the Public Relations department and little from peer reviewed journals, what I call the PRprPR, last pr for problem.

Try to figure out viagra from Pfizer, or Vasomax from Zona, or MCHM drug and what do you get? PR not peer reviewed. But the market does not care, or worse many in the market have the information from inside sources but they do not release it. By the time the real info comes out, the chance of making a good decision is gone. Even with all the recent attacks from Asensio, Zona has not released an extra drop of information from their trials. PFE is powerful and nobody will bend it. So investing in this "science" is a matter of faith not fact, gut feeling not brain.

This is your first test: read pfe and zona and tell me how much real impact they will have on Muse. The VVUS and Zona thread are full of references and full articles, practically most of what is published and relevant. If need help, I will try to find some of the links.

cacaito