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


To: AlienTech who wrote (7045)4/14/1998 11:54:00 PM
From: VLAD  Read Replies (2) | Respond to of 23519
 
Alien,

There is A LOT of money working to push Vivus shares down into the grave. At this point, the deep pocketed long interest will capitalize by letting the shorts pay some money back. The shorts have scared off all the small investors who had their doubts--they sold and gave their money to the shorts. Payback time started today. Bottom line is that Viagra will hurt MUSE sales for at least one quarter. The shorts hopefully see that profit time is now and better opportunities can be found elsewhere. Last weeks script data is out.
The new script data was down 16%, refill #s not bad. If vivus can hold total weekly script #'s at 75% of 15,000(average combined in March) or 11,250ish then things should be OK. Will need to compare the Viagra #'s to the MUSE #'s. When the MUSE #s stop decreasing we will know the maximum Viagra effect. The first month should be worse because it will determine how many satisfied MUSE users will be lost.
The next month should be interesting--it will help us determine how many men tried Viagra, failed and then tried MUSE. Maybe the time span will be a bit longer than that but the big picture should be clear by June. Hold on longs, the best is yet to come.