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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: RCMac who wrote (5057)	6/2/1998 12:21:00 AM
From: Rocketman	Respond to of 9719

<<<<< (3) Viagra will not help maybe 30% of them, who will return to their doctors and be prescribed Muse, and>>>>> I'm not sold on this. I think there is a big difference between taking a pill versus an injection or urethral suppository (what's the correct term??? a dick stuffer?), and that many people who won't think twice about taking a pill won't have anything to do with the other methods. I'll bet if you lined up 100 guys who couldn't get it up and gave them each a needle and told them they'd get hard if they stuck themself with it in the dick that most of them would pass on the opportunity. Now, maybe if you could get the women to buy it and sort of sneak up on them with it.......... PlUS, ThIs iniTial SURGING of PUBlICity is going to help sales, the real test will be in the staying power, if Pfizer can HOLd up thE Viagra sales for a LONG time or not is the question. Some of these old coots are probably popping these suckers like M&Ms, but after a while, the novelty of their newfound toy will start to wane and there consumption will have dropped. Plus, all the friends who bummed one to try it, not that their impotent but for sport, will have had their thrill and demand will start to flatten. UNLESS.....it turns out that it really does help go longer for normal men, and has some action in women too, then this sucker will keep going and Pfizer will rule the world (and Mrs. V will think she married a prince because he loaded her IRA with Pfizer). Rocketman, having no trouble getting my rocket in the sky.......

To: RCMac who wrote (5057)	6/2/1998 9:09:00 AM
From: Biomaven	Respond to of 9719

RCM, VVUS is very promising at these levels For what it's worth, I asked a urologist acquaintance about VVUS. His view is that Muse is less effective than the injections, and a lot more painful. (Although I agree that some (most?) men will balk at an injection, no matter how "painless.") I agree that some Viagra dropouts will try the other remedies, but this will take some time. I don't have any personal view on VVUS - I tend to stay away from stocks with a vociferous short contingent altogether. Even if the shorts prove eventually to be wrong, they sometimes increase the level of misinformation and uncertainty flying around so much that the stock never really recovers. Peter