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


To: VLAD who wrote (6764)4/9/1998 8:07:00 PM
From: av ram  Read Replies (1) | Respond to of 23519
 
Following came in Dow Jones News wire, I think at after the close. Mention of MUSE.

Sales Of Impotence Drugs Expected To Continue To Rise In 1998

Dow Jones Online News, Thursday, April 09, 1998 at 17:48

WASHINGTON -(Dow Jones)- Industry watchers expect sales of impotence
drugs to continue to soar.
According to IMS America, a company that follows pharmaceuticals, the
"sexual disorder" market had sales of $156.7 million off 1.2 million
prescriptions in 1997. Sales nearly quadrupled over 1996's $35.1
million.
IMS said Thursday it expects big numbers for 1998 with last month's
approval of Pfizer Inc.'s (PFE) drug Viagra, the first pill for the
disorder. Other impotence drugs are injected.
Vivus Inc. (VVUS) led last year with sales of $108.3 million for its
two products Muse and Actis. Pharmacia & Upjohn Inc.'s (PNU) Caverject
had $47 million in sales and Schwartz Pharma's Edex, which hit the
market late last year, had $1.4 million in sales.
-Otesa Middleton; 202-862-6654
Copyright (c) 1998 Dow Jones & Company, Inc.
All Rights Reserved.



To: VLAD who wrote (6764)4/9/1998 8:11:00 PM
From: E'Lane  Read Replies (1) | Respond to of 23519
 
ON TOPIC

VLAD

Agree on the need for getting this product out to the doc's offices. IMHO, I think they need to send it to the OBGYN's..after all, not many men are going to admit to a problem (too macho) and the women are all gonna cry to their docs cause they think it is "their fault". If these Drs. have the info, then the women will make sure the men are made aware of it.

How many men watching the Superbowl were gonna admit to such a personal problem..big ole macho football fans don't want to see these commercials. Maybe during ER or something, but not during a ball game and not in front of the guys!

Heartstream had their portable defribulator written into an ER episode. Free advertising. Don't know why the same couldn't be done with ED. Those writers are always looking for a new "problem" to address.

Regards,
E'Lane



To: VLAD who wrote (6764)4/10/1998 3:03:00 AM
From: LoLoLoLita  Read Replies (2) | Respond to of 23519
 
VLAD,

it's not *just* the $14.75 price they paid, it's also the
fact (which they knew in December), that they were facing
large increases in spending for Q1 (with what turned out
to be a $0.07/share operating deficit), and what seems now
like the possibility (to me at least) of another deficit in Q2.

why did they have to spend $26 M on buying back shares at
all? could they have been stupid enough to think that they
would trigger a short squeeze and drive up the price?
if so, that's not responsible management.

when i went over the balance sheet, it sure looked like
there was a good possibility that they will have to
take on debt in Q2 to pay for their increased spending.

wouldn't shareholder value have been better served by
using the $26 M as a cushion for their increased spending,
rather than blowing it on buying stock at a price that
i daresay few, if any, of even the most rabid bulls here
were loading up the truck with VVUS?

David