Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: blankmind who wrote (13277)	8/13/1998 9:51:00 PM
From: BigKNY3	Read Replies (3) \| Respond to of 23519

Blank: As per their 7/9/98 press release, Alza seemed to be more interested in the VVUS sales force for their new products than MUSE or the company. If there was high interest, this agreement would have been longer term beyond 1998 with these representatives "spending a LARGE proportion" of their time detailing MUSE. Genesis concluded in their research report (7/17/98) that the transfer of the VVUS sales force will significantly lower sales and marketing costs by 75%. However, "we think it is unlikely that any VVUS rep hired by Alza will invest time in finding new MUSE clients, knowing that the product will be taken from them in five months... At best, we would expect these reps to milk any existing MUSE business." Accordingly, I believe there is a very low probability that AZA is doing any additional due diligence on VVUS. Sorry! BigKNY3 Alza Press Release 7/9/98: "Under terms of the agreement with VIVUS, the urology representatives joining ALZA from VIVUS will, until the end of this calendar year, spend a small proportion of their time detailing MUSE(R)(alprostadil), a treatment for erectile dysfunction."