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

To: EyeDrMike who wrote (10405)	7/2/1998 8:22:00 PM
From: John W. Andrews	Read Replies (2) \| Respond to of 23519

just some thoughts..... I have read many posts from variuos threads about various up and coming...ED drugs from all over the world....all better than Muse or Viagra....at least the poster thinks so.... Viagra being the first oral pill crushed Muse Script numbers because of ease of administration and lack of refrigeratons needs etc..etc..newer therapies will probably not have any more ease of delivery than Viagra....although possibly fewer side effects.... All in all it will be.Muse that is into these other countries first..and that being the firstest with the mostest is usually better than being the lastest with the bestest...Eddard can comment on this, but I am of the opinion that physicians gain a certain comfortableness with various drugs that they suscribe to their patients...and as a whole do not change Scripted meds that frequently...my brother who sold knees and hip joints for JNJ says that his Dr. usually become cofrtable with the product and its installation and do not go out and look for the best simply because of the time and risk involved in moving to another manufacturer... If Astra and JNJ can hammer the international markets and physicians can become comfrtable sith Muse and its delvery system ad efficacy... we will always be at risk when th easy to swallow pill arrives but can maintain a significant piece of market share regardless of what else comes down the pike and in the mean time expand the pipline with other drugs.... Thanks for the comments on the $350,000,000 for a new drug... geez ad rather spend $500,000,000 and get it over with have a new drug that is approve all over the world and can generate immediate cash flow......that is when I see the price at 5 3/4 or 6 I scratch my head...the market is not always right and that is where, you find the diamonds in the rough..and qn Investment in Vivus now requires some forward thinking...speculation...and a lot of work to dig up fact from fiction....sooner or later someone with clout will show investors their due diligence and uncover the intrinsic value....which we know at least is whatever the cost is of a getting a drug to market...or the incremental sales increase value to another Pharm fir.....both of these numbers are greater than 6 so we are in good shape...I only wish now I could buy more....14,000 long and holding... Pizzaman...