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


To: VLAD who wrote (13508)8/17/1998 6:34:00 PM
From: DaiS  Respond to of 23519
 
Vlad,

IMO we have, for viagra, just about reached the equilibrium to which you refer. It is curious that the numbers of news and refills are roughly equal for viagra just as they now are for muse. Moroever, muse/viagra has also reached an asymptote with muse getting roughly 2.5% of the total scripts.

I have a strong suspicion that just about every man who had any strong desire to try viagra has now done so, and that the new scripts are from regulars, just as with muse - the time scale for viagra has simply been telescoped. Is this consistent with what you know about the way viagra is prescribed?

Presumably only advertising and marketing can now change this picture. The picture must puzzle analysts who expected viagra to bring muse scripts to zero. I would be puzzled, and I would think, funny Vivus have not got a marketing partner yet, with that they might do well.

DaiS