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Biotech / Medical : Vivus: into single digits -- Ignore unavailable to you. Want to Upgrade?


To: MIKE DUBIS who wrote (62)2/9/1998 12:09:00 AM
From: Tunica Albuginea  Respond to of 1016
 
Mike, I duly take note of your eagle observation.In addition, is there a deep thought attached to it that I am missing? All I can do is to compare it to a previous holding of mine ( I am still in it in part ): Newbridge Networks; down to 13.5 in ~1994 from 37.5 ( within Vivus' parameters ). Since then back up to 69, though recently down to 20.
All I can tell you is that they are both great companies.Stay tuned Mike: next leg up for Vivus is 50, all in 1998, IMHO, ( I hope you are not short in it, are you) ?

TA



To: MIKE DUBIS who wrote (62)2/9/1998 8:51:00 PM
From: BigKNY3  Read Replies (3) | Respond to of 1016
 
Mike: Here are some comments concerning posts placed by a famous VVUS investor. I believe he may be a physician from his earlier posts and not a MBA. I don't know if he has any sisters.

<<The retina also has PDE V>>
<<PDE selectivity is very narrow>>

Note: the lack of references here.

In the definitive research book on PDEs "Phosphodiesterase Inhibitors" by Christian Schudt et al, Academic Press, there is not a single reference that PDE-V is found in the retina. The book states:
- "two types of PDEV which hydrolyse cGMP are present in smooth muscle."
-"The type VI PDEs are found in the photoreceptors and are involved in visual signalling pathways".

Moreover, the authors conclude:
"In view of the different functions and the tissue localization of isoenzyme subtypes, synthesis of subtype-selective PDE inhibitors has already started and provides a challenge to chemists, biochemists and pharmacologists. Again, such compounds may bear an enormous potential for research in physiology and pathology on the one hand, and on the other for the therapy of a broad range of diseases."

In the many Viagra posts placed by this VVUS supporter, he lists references to non-specific PDEs, PDE-IIIs and PDE-VIs inhibitors....never PDE-Vs. Note in his reference to a Science article he does not state that the entire article is referring to the gamma and alpha and beta subunits of PDE-VI. www3.techstocks.com.

I can only assume that this VVUS investor has concluded that Viagra is a non-specific PDE inhibitor at high doses (again no basis for this theory) or he is spreading misinformation in a effort to protect his growing VVUS portfolio. Either way, potential and current VVUS investors should be aware of the facts and should not be misled by misinformation.

BigKNY3