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

To: BigKNY3 who wrote (6853)	4/11/1998 11:21:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

BigKNY3, If I may be so bold: 1)Why should have relatively minor changes of the package insert been discussed in the cc unless a specific question was asked? It appears to me that the main reason for the change was to protect Vivus from potential liability e.g. guy gets dosed in office, has syncope in car on way home, crashes car and gets killed or hurt or kills or hurts someone else. IMO the changes were intelligent choices by the company. 2)In my experience, every taped cc I have listened to does NOT include the Q&A part. Vivus does not decide this the company providing the service does (so much for your conspiracy theory). 3)Agreed. IMO the price of vivus shares will be determined by future unit sales and realistic growth potential in international markets. IMO a product such as MUSE will have a much better acceptance level in countries such as Asiia than in the US. American culture loves the convenience of popping pills. Asian culture is much different--a product such as MUSE which involves physically handling and medicating the penis IMO will actually be seen as positive not negative. IMO the Asian market is a sleeping giant and therefore makes Vivus a long term attractive buy at current levels. 4)Do you mean the direct to consumer campaign when you say the Impotent Awareness Campaign? If so I think that the direct to consumer campaign was a waste and the current plan to focus spending dollars to educate and inform the general practitioners is a good move on management's part. Can you please point out specifically where the lack of integrity is? Well BigKNY3, try to make sure your powder is dry before firing the next round. Warmest regards, VLAD

To: BigKNY3 who wrote (6853)	4/11/1998 11:35:00 PM
From: RT	Respond to of 23519

<<4. Do you think that the VVUS management has the skills to successfully manage MUSE in the next year? I suggest reviewing the results of their Impotence Awareness campaign and listening to their plans revealed during the conference call, >> BigKNY3, What's wrong with Vivus changing their marketing strategy? Why should they continue to spend money on an ED awareness campaign when Pfizer has clearly gotten the word out. It makes no sense in trying to compete with Pfizer when it comes to advertising . The new strategy to educate ignorant doctors seems like the best approach. If Viagara fails to work satisfactorily then Muse hopefully would be the next logical choice, provided the doctor has been introduced to Muse. <<Tell me why the Q&A was edited from the conference call.>> Perhaps they wanted to save money. What is your explanation?? RT

To: BigKNY3 who wrote (6853)	4/12/1998 10:56:00 PM
From: incomep	Read Replies (1) \| Respond to of 23519

BigKNY3 << Still not sure who you think is the rat.>> Longtime ago, the big guys created a hype while they are selling and shorting at the rally, the rapid drop left our poor small longs holding the bag. This time, I hope it is not the opposite that they create this demise mood (posts of happy Viagra users without side effects, a long list of lawsuits against VVUS, impotent mgmt, rapidly erosion of muse sale after the V-pill), <<My conclusion FROM THAT TREAD and lawsuits and the nay sayers are that muse is not worth anything, so is this one product company. Therefore, keep short it to zero.>> and we should continue shorting it with any up-sticks even it is a single digit from high $42. Do I see they are covering while the small guys are shorting? I think so. <<The usual dosage rate is 50 mg which has a 65%-80% efficacy rate>> JFD ,no, note they all failed at the lower doses. Ed #6105, Mar 23 1998 9:05PM Zebra 365 Our small # of patients (6) on viagra did poorly on all doses belo #6100, Mar 23 1998 6:02PM by Ed Do I believe these happy posters and the "cheer leaders", or believe Edderd, our long poster who never swayed like our lovely traders (docs, pros, and the gloss-over-ers). I am afraid that the long track of Edderd demonstrated this old urologist's integrity and expertise of ED, plus, "a very, very long term shareholder of VVUS" (check his profile and all the past posts) <<I am not sure what you are trying to say.>> Muse sale is more than twice the injection. However, no one there mentioned a single successful case with muse. My conclusion FROM THAT TREAD and lawsuits and the nay sayers are that muse is not worth anything, so is this one product company. Therefore, keep short it to zero. Did not you mention months ago on this thread that you never short stocks, and you are a pro-knowledge. Ha, I guess, muse helps you grow on many ways. Short or long a stock can blind a person. (are not you a long, long Pfe holders) <<Headaches are the #1 adverse reaction for Viagra (16% of all patients)>> No wondering that the 5 happy pill users on your post (alt.support. impotant) have no side effect. I bet the No 7th will have (7x16% >100%) the 7 hours headache like Mr. diceguy. <<Before you invest in VVUS on Monday, I suggest thinking about the following>> Re-read the annual report with whole morning, I see the fundamentals of the company are building up rapidly. Phase III clinical trial of muse II. Finished new plant waiting for FDA approval in this quart. The approval of South Korea and other pacific countries and Europe. Application of approval for the most populated country, China, and the neighbor countries, Canada and Mexico. Geared-up sales forces. Should I keep long (if I am long) and cover my short (if I am short) or keep shorting with any up-sticks, you can judge. Still a nice call for Pfe $100.