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

To: VLAD who wrote (10309)	7/1/1998 1:20:00 PM
From: al	Read Replies (2) \| Respond to of 23519

Subject: Solace? From the PFE Yahoo board not covering anytime soon KyZeR__SoZe Jul 1 1998 12:16PM EDT Before I list my reasons, I would like to say that I, like most of you, know that PFE is a good Company with some well established products. But as you all have noticed by now, PFE (atleast at the moment) is being judged by Viagra. AS GOES VIAGRA, SO GOES THE STOCK PRICE. I personally believe that PFE stock is way overvalued. I know most of you will say " what about Yahoo, amazon.com, etc.. Sorry to burst your bubble but, Technology stocks ( especially internet stocks) and Pharm. stocks are not judged the same by the market. This may not be fair, but its reality. So, right now PFE needs its best hrse(VIAGRA) to perform. By holding a short position, i am betting that this horse will not perform to expectation and may even break a leg, causing the market to shoot it...the expectations have been set so high, due to the HYPE, that any small let down will be magnified greatly. Having said this...here are my reasons for shorting PFE: 1) 6 straight weeks of declining Rx numbers...and even more dramatic decline of refill numbers. Less and less people are coming back--something the analysts did not expect. 2) %60 of men with ED, have other medical problems (Heart-disease, high blood pressure, diabetes, etc). If Viagra is dangerous to use with nitrates and now some believe antihypertensive drugs messages.yahoo.com id=6n9o00$fb2$3@m2.yahoo.com This will eliminate a large chunck of the ED market. 3) Viagra's high percentage efficiency during trials, was on MILD CASES of ED. Ask any urologist, this drug is NOT a erection producer, it is an erection enhancer...Therefore it will not work on severe cases ( a majority of the ED market)..these cases need a localized treatment not a systematic . 4) overseas......countries will put restrictions into place or hold back approval due to social, cost and safety issues telegraph.co.uk _follow_on=/98/6/29/nvia29.html&pg=/et/98/6/29/nvia29.html 5)Side effects and DEATHS..for every 1 reported suspicious death, there are at least 5 unreported cases. And more side effects will become apparent as more people take Viagra. biz.yahoo.com 6) The previous point leads right into LAWSUITS. imagine the widows and families of the victims going for blood. we all know that the blood thirsty lawyers will do everything in their power to see PFE pay (if infact the deaths were CAUSED by Viagra) 7) last but not least ...the chance of a Viagra getting pulled off the shelves...remote chance but still worth considering. Now, i know some peoplewill reply with anger. The way some people reply, you would think someone said something bad about their mother. If you are so emotional about a stock, to the point of being blind to any other view of the stock, then you will not succede in the market. A wise investor would want to know the WHOLE STORY about a stock that they have their hard-earned-money invested in. GOOD DAY! Message 13497 of 13517 url: messages.yahoo.com@m2.yahoo.com