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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: BoNg-N-BoNg who wrote (8947)	5/3/1998 9:05:00 AM
From: tom pope	Read Replies (1) \| Respond to of 120523

[VVUS] A result of the really extraordinary publicity surrounding the launch of Viagra has been to bring impotence out of the closet. Until the introduction of Viagra and its siblings (including Muse), impotence was a medically taboo subject. M.D.'s knew even less about impotence than they know about anything that wasn't in the med school curriculum. For therapists of all stripes, impotence was the the intractable problem. So if you were impotent, it was forget it. There's nothing we can do for you. When Caverject and Muse were introduced there was little publicity, beyond observations that the procedures were possibly painful and not always effective. Since Viagra's introduction it would be difficult to find anybody in this country who can read that doesn't know that there IS A TREATMENT FOR IMPOTENCE!!!. A whole lot of men who until last week wouldn't have dared talk about their little problem now know that they have hope, that it is not a condition that has to be kept a secret at all costs, and these guys will be trooping to their M.D.'s, asking for a solution. Again today the local paper has a front page story on how Viagra is taking over Sun City. What this says to me is that Pfizer will obviously benefit from the hype of the last two-three weeks. But so will Vivus, because many men who seek medical advice for their condition will learn not only about Viagra, but also about Muse. And a significant proportion of men who don't benefit from Viagra do benefit from Muse (and vice versa.) In other words, a good case can be made that these are complementary products: a win for Viagra is not necessarily a loss for Muse. I'm not saying that Vivus will be a good trade from the long side this week, and I wouldn't be surprised to see my stop at 9 3/4 get hit Monday morning. But it is possible that over the medium term Viagra will add to Muse's market rather than take away from it.