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

To: Mkilloran who wrote (9202)	6/5/1998 1:02:00 AM
From: Andreas Samson	Respond to of 23519

ALL: Don't GAMBLE - wait for FACTS Both PFE and VVUS like to quote ED estimates of 30 million, U.S. (it used to be 20 million, before Viagra, FWIW), but I've seen no hard numbers, nor even ballpark estimates of how the ED market breaks down...physical vs. psychological, chronic vs. moderate vs mild, etc..... ....even assuming best case scenario, that MUSE works for severe cases (diabetics, vascular problems) and Viagra doesn't, (we don't know this yet) without a sense of the size of that market, there is simply no way to plot a growth curve for this company. And no one knows. NO ONE. People just make assumptions. They hope. Until there is a showdown: VIAGRA vs. MUSE, conducted by non-partisan elements in the AUA....2000 men, say, divided into groups...a) men who would like a better woody, b) men who have non-medical problems achieving a woody, and c) men who cannot achieve a woody at all...subdivided by age groups, etc.....until then, there will be no clear answer...and investing in VVUS is just gambling with your money, even at these prices.....