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

To: BigKNY3 who wrote (4768)	1/19/1998 9:42:00 AM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 23519

BigKNY3, you need to be more accurate then that. I say ALL of PFEs products can be substituted. -Procardia can be sub'd with Adalat and others. -Norvasc can be replaced by Adalat.In my hospital none ( largest cardiac cases in the state ) nobody is beating the drum to Norcasc. plain Adalat will do. -Trovan soon to come out. There are 6 other quinolones that will be more competitively priced in market. -Zithropak. This can safely be substituted with a cheaper quinolone or another Erythromycin. These are some I can remember. bring out any drug and I will show you a replacement. - " Not many physicians are willing to substitute Zoloft with one of the cheaper antidepressant". When Aetna goes from 115 to $70? share as well as Oxford Health plans , Prudential etc, the docs over there will be told in no uncertain terms that " their prescribing habits are tooo expensive" and thus " will hire somebody else In the case of Zoloft for example, most antidepressants today are prescribed not for their primary indication - endogenous depression- but for exogenous depression: people depressed for loss of somehting, etc Zoloft / tricyclics are totally useless. Docs are going to have to learn to live within a budget just like the rest of us including uncle Sam. Again, the 40 year gravy train in HMO growth ( fueled by lavish consumer taxation, also known as " the shaft", is about to come to a grinding halt.Aetna will make sure that they stay in business no matter what.The next place to cut is drugs.PFE and the Drug stocks may be down even 50% if any threat to their future earnings is perceived. All in my opinion. TA PS there are several innacccuracies in your" Textbook report to Gene " yesterday. If nobody can get to them before me I'll get to them later.

To: BigKNY3 who wrote (4768)	1/19/1998 11:23:00 AM
From: EyeDrMike	Read Replies (1) \| Respond to of 23519

<<<"-All of PFE's major products have patent protection beyond the year 2001 and can not be legally substituted. Moreover, not many physicians are not willing to prescribe less expensive older drugs for the newer products" "-During the last 10 years, the largest yearly PFE decline was 14% ( in 1992 with the election of President Clinton). The possibility of a 30% PFE decline given its new products and strong investor support would require a huge market retreat that would effect every stock including VVUS.">>> The street values a company not on what it has done, but what it most likely will do. The year 2001 is just around the corner, and if patents are expiring and the threat to PFE earnings appears, you can bet that the stock price will be punished. PFE has moved last 12 months largely because of Viagra anticipation, If Viagra doesn't become the wonder drug to PFE's bottom line, you'll likely see this 30% decline in share price or more. In regards to what physicians will most likely prescribe, in many settings today, the doctor only has a specific formulary from which to choose. Mike