Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : PFE (Pfizer) How high will it go? -- Ignore unavailable to you. Want to Upgrade?

To: Jman who wrote (1587)	4/24/1998 8:09:00 PM
From: Mkilloran	Respond to of 9523

Jman...Vivus is selling in the UK ...is also approved in Argentina,Brazil,S.Korea,Switzerland...soon to be approved in ~15 additional countries. United Europe 1st qtr 1999... Now out of the 15 new countries ...what if China,Mexico,Canada,Australia..were to come onboard sooner than later. How much Muse do you think Vivus could sell??? Last year they only had capacity to manafacture Muse in a 6,000 sq ft factory....the new 90,000 sq ft factory is online MCA approval was approved in Feb ...FDA approval expected in May.

To: Jman who wrote (1587)	4/25/1998 12:29:00 AM
From: BigKNY3	Read Replies (1) \| Respond to of 9523

JMan <<What do you think is a fair sales estimate for 1998? Let's say sales for VVUS is flat for 1998 (ie. another 100mil year), do you think VVUS is priced fairly at 12.5?>> JMan: I am enjoying PFE way too much to even think about MUSE,the nasty VVUSers (not all of them) and the inept VVUS management. Best of luck with your investment! BigKNY3

To: Jman who wrote (1587)	4/25/1998 7:56:00 AM
From: BigKNY3	Read Replies (1) \| Respond to of 9523

Jman: Listed below is how a urologist (and PFEr) answered a similar question on AOL's Motley Fool Pfizer Board. Hope this helps, BigKNY3 kerniklink<<Which products/companies do you think will best exploit the potential market represented by the 27-54% of subjects in these studies who did not respond to sildenafil (but who are being recruited as customers by the education and publicity afforded by the Viagra phenomenon? Muse/Vivus? Invicorp/Senetek? IC351/ICOS? ?/?>> First of all I haven't had any patients return to my office having failed Viagra. I am sure some will, but none have as of yet. The way I will proceed will be to first try MUSE. I will try all four doses. This will most likely not work. MUSE has been extremely disappointing with a less than 10 % success rate for our patients (I know the reports state differently, but I am stating our experience) In addition I thought the rates would have been around 30% but they are less. I also have refilled MUSE only a handful of times. The muse reps also sense the lack of success with MUSE since they are now recommending that you use a rubber ring around the base of the penis with the MUSE capsule. Explain the convenience of that technique to me please. After MUSE I would proceed to caverject (injection therapy). If this fails then I would discuss a possible penile implant. With respect to VIVUS I will keep an eye on the stock price. If it approaches 20 bucks I may short a stock for the very first time. Essentially I feel that VIVUS is a one product company with that product having a limited lifetime. As soon as a topical cream is available Muse will be obsolete. disclosure: I have no position in VIVUS either long or short. having pfun hilm