SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: Robert D who wrote (5572)2/21/1998 11:20:00 AM
From: RT  Read Replies (2) | Respond to of 23519
 
TO ALL,

Robert,

Vivus's success, will ultimately be determined by the refill rate, not the one time user. It is the repeat customers that will keep Vivus on the map. Hypothetically, once all 20 to 100 million impotent male's tries muse their will be no new customers.
Tunica compared the new scrips to the refill rate and claims that's a 50% response. I don't think so. He's comparing apples to oranges. Robert, your analogy in my opinion is correct.

Dr. Bond explained the discrepancy as being caused by product constraints. Well how does that explain how 10,000 new first time users managed to purchase the product yet only half that amounts were able to purchase refills.

I realize that the scrip data is under reported do to reporting deficiencies, but the percentages should be somewhat accurate. When Dr. Bond reports all the scrip data for the last year, I will consult a mathematician for some answers.

Perhaps our concerns may be unwarranted as long as Vivus eventually captures enough of the world market.

All comment welcome.

RT