SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: BigKNY3 who wrote (7265)4/19/1998 12:20:00 PM
From: Sal Milani  Respond to of 23519
 
Viagra tests seem to show a large placebo success rate. Typically they show a 80-90% success rate with Viagra and 35-40% with the placebo. (This could be due to the selection of less severe cases of ED or to a less stringent definition of *success*. ) For MUSE, the corresponding numbers are ~65% and ~20%.

For both drugs, if we can subtract the placebo effect from the drug success rate, we see that both have ~50% success rate for actual ED conditions. ( I said IF. I'm not a medical researcher so I'm not sure it can be done.) If both are 50% successful and there is no patient overlap, then both drugs are going to make a lot of money. If there is overlap and patients choose Viagra over MUSE 5 to 1, Vivus will still have trouble filling the demand since the market is so large.

The next few months should give us a better picture of the outcome .

Sal



To: BigKNY3 who wrote (7265)4/19/1998 12:32:00 PM
From: adam hefian  Respond to of 23519
 
Mkilloran thanks for the info.After having done some research yesterday i have decided to leave my money invested in MGI PHARMACEUTICALS(MOGN) rather than buying VVUS.I have held MOGN for 4 years now and it finally has made a nice move after all this time.It has doubled in price in the past month.It also has the potential to move to $20-25 over the next 3 months once the company moves to Phase2 on its MGI 114 Anti-Cancer Compound.Once that happens a big European Pharmaceutical company will enter into a strategic partnership with MOGN.I also looked at IBD which rates MOGN with an EPS of 49,Relative Strength of 97 and Accumulation/Distribution of A.However VVUS has an EPS of 38,Rel.Strenght of 2 and Acc/Dist.of D.I strongly advise that you take a look at MOGN,as there has been a lot of Accumulation going on in the past 30 days.The stock just made a new high a few days ago at 8.5.They also received FDA approval in Feb.for Syjogren Syndrome Salagen.Let me know of your outcome.Thanks.