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


To: Mitchell D. Wilcox who wrote (4492)1/14/1998 11:23:00 AM
From: Tunica Albuginea  Respond to of 23519
 
Welcome back Mitch.I agrre with you.You don't increase prices because of lack of demand." The market hath spoken". I sold my INTCW this AM
at the open, but I will continue to trade it. I sold EMC also for a three pointer.This Jan effect at this time probably has one foot in the grave and one on a banana peel gg after Tom Kurlak nixed Intel to a neutral this AM ( " I will reccommend it later in 1998 " his words ).If you take the techs out well where is growth/earnings going to come from?
Well one place ould very well be Vivus.
There is this fascination in America with " a pill ", any pill. I think thoughwhat you often get is a lot of " pill hoping ".Try this, it don't work, try that.We got umpteen pills we push/peddle to the public that I hope I'll never need.
Back to Vivus Viagra. It is important to analyze Ed/sex carefully to decide what will sell.
Put yourself in the shoes of Homus Americanus. he remembers the days
that it took 30 seconds to get an erection, 2 minutes until his kiddle yers very often.Sexual act 10-15 minutes and he iwas done.( I AM NOT SAYING THIS IS GOOD OR BAD.I AM JUST OBSSERVING ).
Noe he has ED.He has got MUSE. 50-50 +/- that in 10 min he can have erection and sex.He doesn't have to do anything but pop it in the microwave, almost llike popcorn before the Rose Bowl.Pop on th e
sopha and watch the game or bed and ...sex;whatever.
Now a new pill comes out. He has to time it to TAKE it 30 min before the act ( prob, 30% of patients;other 30% 45 min before and 30% 60 min before ), ( that 's how I would spreas the curve bell of 30-60 min: 1/3 , 1/3, 1'3).
Then he HE? or his wife have to get to work for 30, 45 or 60 minutes.
He remebers the sofa/superbowl and gowls.Well any way, let's try it.Well next question is , WHO will do the 45 60 min pushups? Well he may be quite tired or overweight or both ot diabetes, heart. emphysema whatever. Honey can you help?Well wife as always very helpful. But wait a minut . Women nowdays work.They have TWO jobs in fact, IMHO: one at the office and the other one at home. So now we are
ADDING 30? 45? 60? minutes TO HER ALREADY BUSY SCHEDULE. Q uestion: will she do it?
Thes questions in medical school are dealt with under the section of "pharmacokinetics": gg "the study of action of drugs" And there is definiteky a pharmacological side to it and a social one to it .The social one is the one of millions and millions of paople WHO SKIP TAKING THEIR MEDICINES/PILLS because " Idon't want to bother with it ;it's a pain". " Doc I have had this so long ,I got use to it; it really doesn't bother me that much. I'll live with it. ".
Doc: " alllright Bill, if that 's what you want ?.

TA

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