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

To: BigKNY3 who wrote (130)	3/16/1998 12:07:00 AM
From: BDR	Read Replies (1) \| Respond to of 1016

Such wishful thinking. I attended an interesting lecture today given by Dr. Ronald Lewis, Chief of Urology at the Medical College of Georgia. I don't know much about him personally but I understand that before he took that position he was with Mayo. He has worked as a consultant to some of the drug companies developing impotence drugs and he suggested reading the Forbes article for some insight into what is driving this segment of the market. He said he worked with Zonagen until he realized that the liver would metabolize phentolamine if taken orally. He suggested they use a rectal suppository to deliver the drug and they decided they no longer needed his services.(g) Anyway, he said that the New England Journal of Medicine will be publishing the Viagra study data in three or four weeks. Should make interesting reading. He also indicated that he understood Pfizer was gearing up distribution and the sales force for a May introduction of Viagra. That doesn't mean that FDA approval will be delayed until then. As I recall MUSE was approved in November but didn't show up in pharmacies until January or February. He reviewed the MUSE article that was published in January, '97, and pointed out that the data given showed that it would be less effective than we were lead to believe. I believe the abstract reported a 60+% success rate, but a careful reading of the article showed that 1/3 or more of the patients were excluded when they failed the office trial of the drug and, of the remaining 2/3s, 60% or so were successful at home. Therefore 40% or less of the entire group of patients who started the trial were successful. In other words, in summarizing the data they eliminated a number of failures from the denominator before reporting their success rate. That corresponds to my experience with the drug in my practice. He hammered the Vasomax data as well. No different than placebo. The Viagra article should be read just as carefully.

To: BigKNY3 who wrote (130)	3/21/1998 5:02:00 PM
From: BigKNY3	Read Replies (1) \| Respond to of 1016

Top Ten Reasons To Know When You May Be Invested In the Wrong Stock BigKNY3 _________________________ 10. Someone blames the price decline on "the shorts". "You shorts are toast!" 9. The market is up 100 points and your stock declines 4%. 8. Someone requests a campaign against the unfair media conspiracy against your company. 7. You request someone to check out the plant to see if anyone is there. "How many cars are parked out there?" 6. Top management seems to be selling shares and is "excited" about the future competition. 5. Someone blames the price decline on the marketmakers. 4. One week's refill data makes you happy. 3. You need to double down in order to cut your losses. 2. The most frequent PR news releases in your company folder are from branches of Jacoby & Myers. 1. Although 98% of pharmaceutical specification is for oral medication, you are convinced the transurethral route is the best when someone posts "Remember the Redux!"