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

To: Cacaito who wrote (80)	2/13/1998 3:03:00 AM
From: BigKNY3	Respond to of 1016

Cacaito, I have posted the following reference check on the Pfizer SI Board. Message 3422264 Best of luck with your investing! BigKNY3

To: Cacaito who wrote (80)	2/13/1998 3:22:00 PM
From: MIKE DUBIS	Respond to of 1016

well said.

To: Cacaito who wrote (80)	2/13/1998 10:51:00 PM
From: Tunica Albuginea	Respond to of 1016

Cacaito, good post. If Vivus goes to 8.75 I'll go on margin big time.It will be my ticket out of medicine ( as much as I love this job,the last few years have become burdensome for all the reasons you are aware off already ), GG. I hope you guys can all stick it out for the big one. Maybe we can all go have a beer after that, GG. At 13 I am now looking at a 3-4 bagger. But at 8.75 we are looking at a 6 bagger!!! < GGG >. I'll be gone before you can even say Viagra, GG, or, even Vasomax !!!! TA

To: Cacaito who wrote (80)	2/15/1998 6:25:00 PM
From: MIKE DUBIS	Read Replies (1) \| Respond to of 1016

Caciato: There are a couple of points I disagree with you on> First of all, when you indicate that, if the stock drops, you will jump back in at a lower pe(and obviously a lower price), you assumes at least a sustainable pe. In my opinion, you will see lower earnings with VVUS, perhaps starting right in 1998 but, again, in my opinion, lower in 1999 than there was in 1997. Second, you look for more "favorable news" to help the stock. In the past, the favorable new on VVUS was only momentarily helpful. I see no reason for this trend not to continue. Again, only my opinions. Good luck to you.

To: Cacaito who wrote (80)	2/16/1998 8:14:00 AM
From: BigKNY3	Read Replies (2) \| Respond to of 1016

Cacaito: <<BiKNY3 all ED drugs, including viagra, are contraindicated in any disorder were priapism is increase.>> Cacaito: Based on the information published to date, there has not been a single report of priapism with Viagra in Phase II and Phase III clincial studies...an indication of its different mode of action. Back to VVUS, if you assume that Viagra will receive FDA approval within the next two months, what will be the short and long term impact on VVUS? Here's some thoughts: Viagra's approval will help drive potential patients into physicians' offices...far more than an "Impotence is Optional" campaign... The ED market will greatly expand and MUSE should benefit over the long-term. In the short-term, the approval could have a negative impact as analysts incorrectly report that an oral medication will 100% replace all other ED products on the market. This will not happen since ED is far to complex a condition and various therapeutic options will be utilized. I believe the risks associated with this uncertainty and general lack of confidence in VVUS management are putting downside pressure on VVUS at the current time. VVUS could jump up again in the Fall when it is shown that Viagra's launch has had a positive effect on MUSE Rxs. Any comments? BigKNY3