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Biotech / Medical : Vivus: into single digits -- Ignore unavailable to you. Want to Upgrade?

To: Bradpalm1 who wrote (941)	8/29/1998 8:08:00 PM
From: VLAD	Respond to of 1016

Brad, What was the initial promise? I assume you are reffering to the initial study done by Padmy-pockets-bigman. Seems he stopped touting muse after he left the Vivus payroll. His mentor Golstein is another crook who is now touting MCHM and I'm sure he will turn on them after he is off the payroll. As I see it, there is nothing left for Vivus management to screw up--they already screwed everything up including the investors and themselves. The way I see it now, Vivus either gets sold or finds a partner and gradually makes a slow crawl back to the types of profits seen in 1997. The ED market is large enough to make Vivus very profitable for its small size. IMO the price may still drop a hair until the mms get back all the shares they can from margin calls then of course the price will run up as the short positions are covered.

To: Bradpalm1 who wrote (941)	8/29/1998 9:04:00 PM
From: BigKNY3	Read Replies (1) \| Respond to of 1016

Brad <<Muse will always have a niche role in the treatment of ED but it will never live up to its initial promise.>> Brad: It is still very surprising to me that there has been absolutely no coattail effect for MUSE with the growth of Viagra or patients who do not respond to Viagra. VVUS management tried to hold on to their #1 position in early 1998 and fight the pending Viagra launch with an "impotence awareness campaign", expansion of their field force, hiring of a contract PCP sale force, a direct to consumer program, and no partnering with Big Pharma. The end result is reflected in Friday's closing price. To be fair, it is unclear if a different strategy would have had any different results. But certainly, millions would have been saved and VVUS prospects would have been brighter. BigKNY3