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

To: blankmind who wrote (7650)	5/3/1998 9:03:00 AM
From: Frostman	Read Replies (1) \| Respond to of 23519

Blankmind, Here's another opinion. You Said<< Two things about Vivus have really ticked me off: 1. Wasted millions of $$'s on mass advertising.>> Someone once said that 50 cents of every ad dollar is wasted, the problem is figuring out which half. With VVUS, the dollar they didn't spend was their most effective buy IMHO. Had they not been trying to garner national attention with a few paid ads, the superbowl wind-fall would never have happened. I believe this positioned MUSE as a credible ED product prior to the launch of VIAGRA. Based on this, even though it was pure serendipity, they got a lot of bang for their ad buck. Now, they are spending most of their ad budget targeting the Docs with a solid direct mail campaign. Just in case Viagra doesn't work for everyone (g). << 2. Ridiculously expensive annual report with pull-outs; one-page hype messages; and a tie around the cover of all things. How stupid.>> Consider this. It may take months for the street to sort out the fact that Viagra and Muse have their own patient demographics. Results will define the boundries, the dust will settle, and the market will be carved up. In the mean time, I'm real pleased with the "big production" annual report. VVUS is being tested at every turn right now and the report pulled together the reasons I've been in this stock for a year. I remain confident that prospective, new, and seasoned VVUS vets (in and out of the United States) will find the real, long term issues outlined in the report to be of value. I just hauled out last years annual report and, correct me if I'm wrong, it was way more expensive than this one. Glossy inserts, pockets, lots of four color photos. << - I did like the 800 million muse have been sold - and some other really good facts.>> Right on! Let's guess how many units a 90,000 square foot facility and a facility in Ireland can distribute in the United States and currently authorized international markets including Argentina, Brazil, South Korea, Switzerland and, of course, the United Kingdom. Vivus has the exclusive marketing rights to the US and is working on an agreement with Japan. New market agreement are being agressively persued for Vivus through their Astra partnership and their Janssen partnership which include Europe, South America, Central America, Australia, New Zealand, China, Korea, Taiwan, Malaysia, Indonesia, Phillipines, Hong Kong, Singapore, Thialand, the Middle East, Canada, Mexico, Russia, and South Africa. This is not only about an American market, this is about a world market. Someone recently posted that cultures outside the US feel differently about popping a pill for every malady like we do here. Finally, and I lke this a bunch, Vivus is the only company who will produce Muse for sale worldwide. Appreciate the opportunity to muse, Frostman