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

To: Colby who wrote (218)	4/17/1998 1:12:00 PM
From: BDR	Read Replies (1) \| Respond to of 1016

Colby, I think it was E'lane on the other thread who posted: <Colby seems to be our peaceful go between, for I see he breached the lions den today, at great personal cost, to get some answers. He was sent on his way. > I hope you don't feel that you were attacked for posting here. Glad you are still here. With regard to revenue projections: what do you think the pricing for MUSE will be if it is approved outside the US? $20-$24/dose retail in a relatively wealthy country may fly, but what about elsewhere? And how long do you think Vivus can keep the price where it is in the face of Viagra at $8-9/dose? Caverject dropped 30%+ after the introduction of MUSE.

To: Colby who wrote (218)	4/17/1998 4:25:00 PM
From: BigKNY3	Read Replies (2) \| Respond to of 1016

Colby: Once again your post is much appreciated! Maybe we can actually combine these two Boards .....as they really should be. I stand by my earlier VVUS and PFE predictions: VVUS will ranged from 8 to 13 over the short term and will move with New Rx trends. 3/11/98 VVUS@ 11 1/4 Message 3715970 Message 3569244 OK, enough self-congratulation, what can I say to help you? Here are some ideas: First, FDA approval of the production plant will be a non-event (unless the plant is rejected). Specification is the key now...not the ability to supply product. I agree that one product will never take 100% of the ED market and that MUSE was a good product concept. Unfortunately , the current MUSE marketing plan is aimed to hold on to the #1 ED position and attack Viagra. The MUSE position was apparently lost during the last two weeks. Time for a new plan or new management. Best of luck with your VVUS investment! BigKNY3