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

To: al who wrote (7552)	4/29/1998 5:50:00 PM
From: Craig Rogers	Respond to of 23519

Al: Sounds good to me. I need a shot of Muse or Viagra to help keep my head from sinking do to the sell off today. Could be do to market jitters over the economic data coming out tomorrow. Will the FED raise rates? Craig

To: al who wrote (7552)	4/29/1998 6:23:00 PM
From: NicholasC	Read Replies (2) \| Respond to of 23519

Al, Your figures are interesting. May I ask where you got 25% of Viagra failures will turn to MUSE? Does anyone have the # of scripts MUSE was running before take-down by Viagra? Interesting point on insurance coverage. Have you confirmed it? I was thinking that it would take much more than 30 days for MUSE to catch the coattails of Viagra. I figured that: 1) First, Viagra would munch a big chunk of MUSE sales for the first month. 2) Second month, disappointed users would quit the pursuit completely. And, others, not willing to give up so easy or be left out, would convert to MUSE. 3) Third month, enough convert and enough quitters decide not to quit but give others a try(don't forget both user and partner got hopes up and it is hard to leave issue as a disappointment, partner will give support for user to give something else a try). 4) Fourth month, we see stabilization and perhaps beginning of an uptrend. My schedule seems a little drawn out but I feel that this turn-around will take time. There is more involved than meets the eye. Emotions, expectations, masculinity are all at stake and have to be worked through. 25% right off seems to imply immediate action on the user's part(of course some will). This is my wild guess. Please give feedback. -N

To: al who wrote (7552)	4/29/1998 6:48:00 PM
From: Mkilloran	Read Replies (1) \| Respond to of 23519

AL...I think your numbers are too conservitive....and there's a whole new group that will not even try Viagra due to conflicts with other Meds...Now where do we go with the international sales...where there is no competition at this time with Viagra...How many scripts are being written in the UK each week for the 2nd qtr, etc.... 3rd qtr should be good for the other countries that are being approved early in this qtr...Brazil,Argentina,Switzerland,S Korea,etc,etc

To: al who wrote (7552)	4/29/1998 6:48:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

al, I disagree with the Viagra works in 70% of the cases scenario. IMO it will be more like 50% max in the pool of moderately to severe organic cases. If you read the studies which seemed to be skewed to the milder cases, just subtracting the placebo effect gave me a number at about 50%. I am not talking about improved erections which was what the study considered. I'm reffering to men who get a decent erection for intercource. If a guy was able to get no erection and Viagra gives him a 50-75% erection then it just won't be good enough for sex. Likewise if a guy can get 25-50% erect and Viagra improves him to 75% he is going to be considered to be a failure. I don't know how many failures will give MUSE a try but 25% sounds like a fairly reasonable figure. As far as todays trading goes: Last Wed close was 8 and the highest close since was Friday at 12.75. 10 5/8 is still more than half way above those two closing points. I expect there has been a lot of profit taking along with new shorts entering at the 12 to 14 range. VLAD