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


To: BigKNY3 who wrote (13113)8/11/1998 11:56:00 PM
From: VLAD  Respond to of 23519
 
Kahuna,

I believe you are mistaken regarding your $100 to $200 million in sales because you are focusing on US sales only. Don't forget that J&J owns Janssen and Janssen has rights to many international countries especially Asia where the potential for product sales may reach 1 billion dollars. It is therefore in the interest of J&J to support this small company and allow it to flourish so that Vivus can supply Janssen with product. There are a few other points I beg to differ on but its late and I am going to bed. Good night.



To: BigKNY3 who wrote (13113)8/12/1998 12:06:00 AM
From: VLAD  Read Replies (1) | Respond to of 23519
 
One other point,

In case you didn't already know, Wilson was once employed by J&J. I am sure he has connections and relationships with the company that can be useful in negotiating a partnership. I was told today that the negotiations are not delayed on cost per unit but how all the details of such a partnership would effect Vivus the company in years to come. Perhaps the agreement will involve not only MUSE but also Alibra and any other product Vivus might get approved thus setting vivus up for a long time to come.



To: BigKNY3 who wrote (13113)8/12/1998 12:16:00 AM
From: VLAD  Read Replies (1) | Respond to of 23519
 
Kahuna,

I guess once I start rolling I don't know when to stop.

Your assumption that big pharma has no interest in "small products" such as MUSE again demonstrates your bias.

Apparently a big pharma by the name of Astra thinks otherwise.

Apparently a big pharma by the name of janssen thinks otherwise.

If they thought that MUSE did not have a billion dollar potential then they would cut their loses on the milestone payments and not order any product. All the info I have obtained from Astra regarding their views on MUSE is very encouraging. Different cultures will view MUSE differently. Not all countries are "pill poppers" like us Americans--looking for a quick fix to all of life's problems in a pill.

I still await a reply regarding your opinion on Viagra and the liability issues.



To: BigKNY3 who wrote (13113)8/12/1998 12:36:00 AM
From: AlienTech  Respond to of 23519
 
>>A partner may be out there somewhere...but it won't be an easy sell to Big Pharma companies that already have their 1998-2000 plans already in place with existing product lines and new product launches.<<

Yep.. almost as good as the plans a lot of the semi's laid out..
No one has still answered me on how big pharma is going to get their 30-50% growth going forward..
Arthritics and cancer treatment etc are all fine and good but the money anyone will make off it will be the money currently spent on other treatments of the same type and I expect these newer treatments will cost less. In a few more years I think you can get a really good big pharma at fire sale prices.

Have you ever wondered what it looks like before the shit hits the fan?