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

To: James Baker who wrote (8755)	5/31/1998 1:22:00 PM
From: EyeDrMike	Read Replies (1) \| Respond to of 23519

<< . If a million new RXs have been written and one month is the supply then theoretically refills can soon go to 200,000 for Viagra. Muse having on 1.5% of this number is pretty sad.>> Jim, are these Viagra scripts being written for ED patients? Or patients desiring erection enhancement? I think the latter, in which case comparisons on Rx numbers is difficult to interpret. Mike

To: James Baker who wrote (8755)	5/31/1998 1:26:00 PM
From: VLAD	Respond to of 23519

<<MUSE having 1.5% of this number is pretty sad>> Considering that the weekly ED script totals before Viagra were only a bit over 20,000 and Viagra alone is scripting a total over 300,000, I don't think that looking at this "diluted " percentage has a lot of meaning. Total unit sales of MUSE is what really counts right now. I don't see any point of Vivus spending any capital on advertising. Let's face it, with all the Viagra media hype, men will first go to their PCP for a crack at Viagra. The script reports on MUSE have coincided with only 5 whole weeks of Viagra availability thus far. If most patients have received about a month supply of Viagra then it is about now (week ending May 21st or May 29th) the decline of MUSE scripts should end. More important than the end of the MUSE script decline would be the length of time to see a total MUSE script number rise over 12,000. I would think that 2 to 3 more months would be sufficient time to know where things are heading. Also, international sales will now play a role in earnings potential and MUSE has only been launched in England thus far.