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


To: EyeDrMike who wrote (5639)2/24/1998 7:03:00 AM
From: blankmind  Respond to of 23519
 
- Good analysis of treatments. MUSE definitely has the edge against the competition in many respects.

- Also, vivus could still possibly get caught up in the drug industry merger game.

biz.yahoo.com

- If nothing else, vivus's $90+ mill cash reserve makes it somewhat attractive. And I guess the potential to earn $3 or $4 a share won't hurt.

Out.




To: EyeDrMike who wrote (5639)2/24/1998 8:40:00 AM
From: Edderd  Read Replies (2) | Respond to of 23519
 
Mike, Those are nice observations and categories of patients but not reality. Most of the time the doc is not going to be able to make that critical determination that this patient cannot be treated with Viagra. How would he determine this? We don't have any contraindications listed yet and it seems to be quite safe on preliminary reports. it's discussed at every meeting. Scenario #2 is however the saving grace of MUSE. It will probably take 4 to 8 doses before the patients will give it up and look elsewhere. My guess is 1 to 2 months. Don't forget there is a huge placebo class in this group who will swear by Viagra and boost it's image for quite a while. All IMHO Ed