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


To: Perry who wrote (8719)5/30/1998 1:06:00 PM
From: bigg e  Read Replies (1) | Respond to of 23519
 
Perry Mason...Okay let me see if I've got this right. Sell VVUS. Sounds like you've done some extensive research on the MUSE product versus the competition. I suppose that's why concensus analysts estimates for '99 are over 1$. Does VVUS have a pipeline too or are they just resting their laurels? VVUS didn't wipe out CAVERJECT, VIAGRA and the pill pipeline won't wipe out VVUS.




To: Perry who wrote (8719)5/30/1998 4:56:00 PM
From: VLAD  Read Replies (2) | Respond to of 23519
 
Perry,

Your statement about all the new drugs that will squeeze MUSE out is a lot of bull hockey. Lets see, so far on the oral side we have Viagra. Vasomax may be available in another year or so and is less effective than Viagra. The ICOS drug has not even been tested in humans yet. Some news journalist makes an off the cuff remark in a magazine article and then CNBC picks up the hype-o-rama ball and the stock goes up 50% in one day. Note that the remark this journalist made has absolutely no references. I wonder how many shares of ICOS this guy bought before opening his big mouth? I will copy and post an article about the ICOS situation so that you can understand what I am saying. I never expected oral pills not to compete with MUSE sales but I do expect MUSE to continue to be a player in the ED field.
As I've said before, comparing MUSE to orals is like comparing apples to oranges.