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


To: Edderd who wrote (4339)1/5/1998 8:33:00 PM
From: Cacaito  Respond to of 23519
 
Very neat post Edderd.

The 125 mcg doses will be for healthy males and psychogenic ED.



To: Edderd who wrote (4339)1/5/1998 8:41:00 PM
From: blankmind  Respond to of 23519
 
-- It's great news that the national ad campaign will take place.

-- It means production will be there to meet the demand.

-- Hopefully, this will also mean that many of the analysts, who jumped ship earlier, will get back on board. Combined with the minor short position of 10 million, the next 3 or 4 weeks will be interesting.

Out.



To: Edderd who wrote (4339)1/5/1998 8:42:00 PM
From: Zebra 365  Respond to of 23519
 
Edderd, Good Scan

Given your numbers and what my urologists have told me, I suspect that much of the "unsold product in the channel" is the 125 mcg and 250 mcg dose strengths. Some urologists say they never bother with anything less than a starting dose of 500 mcg, and repeat that after 20 minutes if no initial effect. I wonder if they should drop the 125 microgram dose and add a 1500 mcg dose to the lineup?

I've reviewed the instructional video. It is directed to the patient and a good, professionally done piece of work. They cite an incidence of 3% for lowered blood pressure and 0.4% syncope in the video segment on side effects.

After reviewing the physician materials, it is important that they bring up the lack of drug-drug interaction in the presentation to the physician. Of course there could still be physiologic additive effects ie. hypotension, but, given the rapid metabolism of alprostadil, pharmacologic interaction is very unlikely.

Re: Medicare coverage, the pharmacist is wrong, Medicare covers NO medications for self administration by patients. Never has. However many patients on Medicare have purchased a Supplemental "Medigap" policy with drug benefits, and many if not most Medicare HMO's have limited drug benefits. (They use it as a hook to get patients to join.) Of course what medication is covered on those various plans is determined plan-by-plan. However, if you want to selectively recruit the healthy Seniors (gasp, that's illegal, insurers never would do that!!) I can't think of much better way than offering free erections.

Finally, two more tag line previews from the direct-to-consumer campaign,

ATTENTION IMPOTENT MEN:

IMPOTENCE IS OPTIONAL

IMPOTENCE IS NOT ABOUT A LACK OF DESIRE. IT'S ABOUT A LACK OF INFORMATION


I see the line-up of planned magazines for ads and I'm incensed, where are Good Housekeeping and Ladies Home Journal, don't they understand that this is a drug for women, that is administered to men?

My final thought, Vivus has only been around for a year as a profitable company. One thing that the direct-to-consumer ads may attract in February, besides patients, is new Investors. Hmmmm?

Zebra