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


To: betty moyers who wrote (13031)8/11/1998 11:51:00 AM
From: DaiS  Read Replies (1) | Respond to of 23519
 
Betty,

Thanks for your update on earnings situation yesterday.

Regarding scripts:

As we know, we cannot work out from the number of new and refill the number of regular muse users because this depends how often men get written prescriptions and exactly what is written on these prescriptions.

However I suspect one fairly accurate piece of information can be got from the refill data. Assuming that it is regular users that get the refills then the ratio of refills at different times should equal the ratio of regular users at those times. Thus pre-viagra there were 5000 refills and now there are just over 2000. This suggests to me that Viagra has removed 60% of the muse regulars - not so bad when you consider that muse users may well have been first in line to try viagra.

I cannot remember if this was posted before,
biz.yahoo.com

Provides another possible explanation for absence of coat-tail effect benefitting muse. I still believe that there is pressure on doctors not to prescribe muse. The new viagra labelling for Europe suggests this also.

DaiS

But it provides explanation