Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: VLAD who wrote (8874)	6/2/1998 9:05:00 AM
From: RT	Read Replies (1) \| Respond to of 23519

VLAD, Please state the specifics that we should communicate to NASDA . If I call I do want to have my facts straight. P.S. The squeeze is coming and the shorts better have their KY ready or it's going to hurt. RT

To: VLAD who wrote (8874)	6/2/1998 10:02:00 AM
From: DaiS	Read Replies (2) \| Respond to of 23519

Muse, Alibra, SEC, PW etc etc To Vlad and All: So did you see that study from UK - we know how to get muse working here!! Some anecdotal evidence, A GP (PCP) told me that he was using muse successfully, but that it did not work for everyone, and a urologist told me it was very good compared with injections and would become the "gold standard". This same urologist told me that his information from colleagues in the USA was that viagra was not effective in <50% patients. OK vague but better than nothing. Everyone should study AUA abstracts if haven't done it already: auanet.org Can't understand why very Eddered was slightly down/cautious. Good results with Actis. Muse 50% success; Alibra 75%. The two small sample size negative studies, both beginning with "Disappointing .." fishy, are not up to much. But, I was playing around with the script numbers on my spreadsheet, trying to model the news and repeats. The critical variable to explain is the ratio of repeats:news. I found that no matter what half reasonable assumptions I made about, frequency of sex, packs per repeat script etc etc .... I just could not get the rate of recruitment from news to repeats to be greater than 10%. It looks to me that not much more than 10% new muse users are going back. This corresponds roughly with the success rate in the negative muse studies. It is a massive massive discrepancy with the results in the +ve muse studies where we could hope that optimal muse technique is used. This is very serious problem, perhaps Vivus' sending out these teams of people is a response to this?? Anybody know about this next, Paine Webber There was reference on the thread to PW cutting Vivus earnings estimates due to viagra sales. It has been pointed out already that Vivus is selling everything they can produce. Did PW reconcile this by working out that the units sold abroad would bring in less revenue than if they had been sold in the USA? Otherwise how could viagra hurt Vivus sales overall? If PW know something nasty about Vivus that we do not, then why say that the reduced estimates are the result of viagra. Are we dealing here with a little guy at PW sitting in his office, the boss comes at 4pm, says Bill do another Vivus analysis before you go home tonight and Bill panics because he has to pick the kids up at 5.30pm so he does some surfing to get something out. OR are we dealing with a team of 10 at PW working for a week pouring over every scrap of Vivus information they can get hold of. Oh and finally I get this this morning - standard reply in response to the complaining E-mail I sent following Vlad's example: Dear Sir or Madam: Thank you for your recent e-mail to the group electronic mailbox of the Division of Enforcement at the United States Securities and Exchange Commission in Washington, D.C. This automated response confirms that the Division of Enforcement has received your e-mail. We are always interested in hearing from members of the public, and you may be assured that the matter you have raised is being given careful consideration in view of the Commission's overall enforcement responsibilities under the federal securities laws. It is, however, the Commission's policy to conduct its inquiries on a confidential basis. The Commission conducts its investigations in this manner to preserve the integrity of its investigative process as well as to protect persons against whom unfounded charges may be made or where the Commission determines that enforcement action is not necessary or appropriate. Subject to the provisions of the Freedom of Information Act, the existence or non-existence of an investigation as well as information which may be gathered thereunder is not disclosed unless made a matter of public record in proceedings brought before the Commission or in the courts. Should you have any additional information or questions pertaining to this matter, please feel free to communicate directly with the undersigned at Mail Stop 4-5, 450 Fifth Street, N.W., Washington, D.C. 20549 or via e-mail at enforcement@sec.gov. We appreciate your interest in the work of the Commission and its Division of Enforcement. Very truly yours, S/ John Reed Stark Special Counsel for Internet Projects DaiS