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


To: zurdo who wrote (2791)5/22/1998 10:12:00 PM
From: Paul Tran  Read Replies (1) | Respond to of 9523
 
FDA will not close the chapter on these 6 deaths easily. They will drag on and on as they drag on to approve a drug. The NEGATIVE effect
on PFE will last very long, and the POSITIVE effect on VVUS will last
as long.



To: zurdo who wrote (2791)5/22/1998 10:14:00 PM
From: Paul Tran  Respond to of 9523
 
PFE is more diversified and big.
So Viagra effect may not bring it down much. But it will
create a more positive effect on VVUS.

VVUS is a pure player in this erection.
VVUS is beaten down, look at the chart.
Expecting a more positive release from VVUS Investor Relation.
With more bad press coverage on PFE, VVUS will get more attention.
VVUS just got South Africa and Sweden approval.
VVUS got 50% short interest.
FDA will not close the chapter on these 6 deaths soon. It will drag on. As they drag on
to approve any drugs.



To: zurdo who wrote (2791)5/22/1998 10:15:00 PM
From: Paul Tran  Read Replies (2) | Respond to of 9523
 
Biotech: Sex and Death.
Look at this link: techstocks.com
Scary huh ! The choice is yours.
Whatever FDA results coming out, it maybe weeks.
But in the meantime, the negative drum on Viagra will get covered widely, with so much
press coverage on Viagra impotency, now I am expecting about the same amount of
coverage on Viagra potential deathly effect.

1. VVUS has been beaten down
2. Lately added Sweden and South Africa.
3. The short volume out there will get squeezed (50% short interest)
4. Plus the negative drum beating on Viagra for the next week.



To: zurdo who wrote (2791)5/22/1998 10:18:00 PM
From: Paul Tran  Read Replies (2) | Respond to of 9523
 
Maybe a hedge on PFE with VVUS, a repost from other thread.

Fair value of Vivus is over $20.00/share.

The following events should help at least double our share price.

1)FDA approval of new plant--to be announced no later than Monday June first.

2)Increasing script numbers starting week ending May 15.

3)Viagra hype coming to an end. The media hyped it and now they will bash it which is
typical of great American journalism.

4)Short interest still ridiculously high. Maybe the shorts will start thinking about
covering when we hit 15 and they can then cover us to 20+.

5)A lot of money is leaving big name computer/chip stocks and fund managers are
now looking for VALUE. Vivus is VALUE at current prices.

6)Rumors have been hot about Astra or Janssen buying out Vivus.
If this is so you can expect at least a 100% gain the day the announcement is made.

7)Over the last year international sales were not a consideration in the stock price but
now they should be. Vivus claims that it is shipping out all product it can make. Vivus
did not expect as great of a demand as is presently occuring in England. Lower
demand in the USA during the Viagra hype has actually been a blessing for
Vivus--they are able to ship extra product to Astra for sale in England which would
have been in short supply if more MUSE was needed domestically. England will not
have a supply shortage which adversely effected MUSE sales in the USA when supply
could not meet demand.

To those waiting on the sidelines wondering what to do all I can say is jump in on
Tuesday while the price is still low. The media exposure this Friday alone has been
very good for Vivus. Vivus is getting free media exposure for MUSE as a safe local
alternative to the dangers of Viagra. Just watch the news this weekend for more free
MUSE press.

Maybe Jay Leno will crack a few more MUSE jokes like last time which popped us
to $15.00+ in a few trading days.