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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: MIKE DUBIS who wrote (9630)6/3/1998 9:35:00 PM
From: BDR  Read Replies (1) | Respond to of 18691
 
VVUS
<< I really believe this company will be
significantly lower from this level within three months.>>

Viagra was supposed to bring all these new patients in for impotence who were then going to use MUSE when Viagra failed. So far that isn't happening.

MUSE was going sell like hotcakes in Europe. I haven't been following this close enough, but have they even gotten approval for it? In any case Viagra has already beaten them in that arena, too.

Add to that dismal picture the prospect of returns from pharmacies that didn't anticipate the dramatic drop off when Viagra arrived and the revenue picture doesn't look good.