To: VLAD who wrote (17043 ) 12/18/1998 7:35:00 AM From: Frostman Read Replies (2) | Respond to of 23519
Vlad, your response was well thought out, and reflects a number of probable out-comes. Again, my concern is that Vivus has had months and months to craft a credible, forward-looking release. Elements like Alibra, safety, Japan, genetic research and new product developments , and domestic marketing plans (as a seperate issues from domestic partner/buyout) general financial health, and a hint of total sales information are all on the credibility building menu and can easily be addressed without triggering a law-suit, giving way inside-information, or misleading the street. The release might have been appropriate if Vivus had a track-record of solid decision making and a foundation of trust within the investment community. Vivus simply missed the opportunity to build credibility as we approach the New Year. I find it difficult to defend this release as a strategic piece that offers the highest and best use of available information. Sizzle sells the bacon. Re: the Canada release: a sizzle driven and effective tool (yes Viagra is not released in Canada) By way of contrast, review the (confirmed) e-mail I got from Nina back in November. It actually suggested domestic marketing thinking and out-lined the current release in brief. No real new news. <<This from Nina, 11/18/98 in response to my question regarding domestic partner activity. " Partnering discussions are hot and heavy although if things continue to go well and we get our Eurpean approval (and $8 million from ASTRA) we may hold off picking a partner untill we try some educational campaigns in specific areas like Arizona and Florida. If we can drive up prescription we can demand more money from a partner." Vivus has had since June to work up a real jem and came up with jam instead IMO. Pretty damm long, Frostman