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

To: DAVID who wrote (16909)	12/13/1998 2:33:00 PM
From: Zebra 365	Read Replies (2) \| Respond to of 23519

My viewpoint from the retail perspective. I prescribe both Viagra and Muse but it is a small part of my practice as I am an internist, not a urologist. My bias is that I currently hold VVUS long but made money shorting it in the spring of 1997, so I'll look at either side of the issue. I have also shorted PFE five times since Viagra release and made money on 4/5 shorts, nearly enough to cover my VVUS long losses of 1998. IMO we are seeing the niches define themselves. The increased warnings will hurt PFE's ideas of a DTC ad campaign because you can't push the product and still have all those warnings as the FDA requires for DTC ads. If PFE just does the old style "general awareness ads" ie. "help is available, ask your doctor," then the effect will be positive for Muse domestic sales. If PFE doesn't do ANY DTC campaign now, due to the relabeling problem, then Muse gets little boost domestically. People need to be reminded that there is help, for them to seek it. If all they hear through the grapevine is that Viagra is dangerous, then both Viagra AND Muse sales will slump. Head to head the drugs have these features: Viagra: More acceptable delivery, less safe, less effective in organic ED, lower cost per dose Muse: Less acceptable delivery, more safe, more effective in organic ED, higher cost per dose I think if both drugs were being sold by Pfizer, we would see Viagra 85% of the market and Muse 15% of the market. Does anybody have any comment or statements to address that opinion? Zebra