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 : PFE (Pfizer) How high will it go? -- Ignore unavailable to you. Want to Upgrade?

To: BigKNY3 who wrote (6511)	12/19/1998 8:29:00 AM
From: BigKNY3	Respond to of 9523

The Peabody Daily Log: 12/19/98 PFE Weekly Highlight: Weekly close of 116 was the second highest in PFE history. The highest weekly close in PFE history is 118 (4/24/98). PFE Versus the Dow: ........................PFE..........Dow .......Peabody Comments Growth: since 1/1/98:......+55.6%...+12.6%....4th consecutive year >30% Growth: week of 12/14/98:.+1.0%.....+0.9%....Up despite impeachment Growth: December 1998:..+3.6%.....-2.3%.....The Celebrex divergence Growth: 4th Quarter 1998:..+9.7%...+13.5%....PFE trails market Growth: since 8/31/98:......+24.7%...+18.1%....PFE leads market -Click here for a 5 day comparison among PFE, MRK and the Dow. Note the impact of the MRK analyst meeting on Wednesday. quicken.com Click here for a 5 year comparison among PFE, WLA and the Dow. It is amazing how similar the 5 year charts are for these two companies. quicken.com Click here for a 5 year comparison among PFE, SGP and the Dow. Again, PFE and SGP are in a 5 year dead heat. quicken.com Have a PFun weekend! BigKNY3 _________________________________________ The Peabody Log Key: Peabody Peak (Intermediate High) Peabody Valley (Intermediate Low) ___________________________________________________ PFE PFE PFE Date Volume High/Ask Low/Bid Close Milestones 12/15/97 2,248,800 76 3/8 74 11/16 75 7/8 12/16/97 1,728,000 76 7/8 76 76 3/4 12/17/97 2,207,800 77 1/4 74 13/16 75 5/16 12/18/97 2,255,300 75 9/16 73 9/16 74 1/8 12/19/97 5,337,100 73 3/8 69 9/16 72 5/8 Trovan approved 12/22/97 1,923,800 74 7/16 72 1/4 74 3/8 12/23/97 1,932,800 74 15/16 72 1/2 72 9/16 Dow -127 12/24/97 1,212,800 73 1/8 70 3/8 70 3/4 12/26/97 749,800 72 71 1/16 71 15/16 12/29/97 1,395,600 74 72 5/8 73 11/16 12/30/97 1,842,900 75 7/8 74 75 5/8 Dow +236 12/31/97 1,616,400 76 1/4 74 1/8 74 3/4 1997 Close 01/02/98 1,521,000 75 3/4 74 75 11/16 01/05/98 4,528,300 79 15/16 76 79 1/2 Peabody Peak 01/06/98 2,891,800 79 7/16 77 1/8 77 7/16 01/07/98 2,213,500 78 1/8 76 3/16 78 1/8 01/08/98 3,324,600 79 3/8 77 3/16 77 11/16 01/09/98 3,979,000 77 3/8 72 74 1/16 -6% swing intraday 01/12/98 3,836,400 77 71 1/16 76 7/16 Peabody Valley 01/13/98 2,904,400 78 77 77 5/16 01/14/98 2,547,300 78 76 9/16 77 13/16 01/15/98 2,786,200 77 7/16 75 5/8 75 3/4 01/16/98 3,746,100 77 75 5/8 77 01/20/98 4,944,600 80 7/8 78 80 7/8 01/21/98 3,749,000 80 1/4 78 1/2 78 15/16 Big Pharma Merger Mania 01/22/98 2,506,100 79 5/8 78 3/16 78 5/8 1/23/98 2,741,300 78 3/4 76 5/8 78 1/16 01/26/98 2,304,900 79 77 1/2 77 3/4 01/27/98 2,827,100 79 11/16 77 7/8 78 3/4 01/28/98 3,834,600 81 79 7/16 79 13/16 Last<80 day 01/29/98 3,323,300 82 7/16 80 1/4 81 1/2 01/30/98 2,285,600 82 1/8 80 3/4 81 3/4 02/02/98 4,297,100 85 1/16 82 3/8 82 5/8 02/03/98 3,041,900 82 7/8 81 9/16 82 9/16 02/04/98 2,260,700 82 1/4 81 81 02/05/98 2,892,200 82 5/16 79 5/8 79 3/4 02/06/98 2,306,200 81 3/8 79 15/16 81 02/09/98 2,356,700 81 13/16 80 3/16 80 7/8 02/10/98 3,616,800 83 15/16 81 7/16 83 13/16 02/11/98 3,065,500 84 3/8 81 7/16 83 11/16 02/12/98 2,476,300 84 15/16 82 1/4 84 7/16 02/13/98 1,962,200 84 3/16 83 3/8 83 5/8 02/16/98 President's Day 02/17/98 2,384,700 84 13/16 84 1/16 84 1/2 02/18/98 3,287,600 86 1/2 84 11/16 86 1/4 Celebra agreement 02/19/98 2,982,500 88 1/4 86 86 1/8 02/20/98 2,736,400 87 3/4 86 3/16 87 5/16 02/23/98 2,964,600 89 3/8 87 15/16 89 3/8 02/24/98 5,464,900 88 86 1/4 87 1/2 02/25/98 2,508,700 89 9/16 88 1/8 88 3/8 02/26/98 2,879,000 90 1/4 88 3/8 89 15/16 Possible MTG sale 02/27/98 4,198,900 91 7/16 87 7/8 88 1/2 Peabody Peak 03/02/98 2,713,200 89 3/16 87 9/16 87 13/16 03/03/98 2,749,900 87 1/4 85 5/8 87 03/04/98 3,353,300 86 1/4 84 1/2 85 03/05/98 2,716,700 86 3/8 85 85 1/2 03/06/98 4,073,900 86 1/2 84 1/8 86 1/4 Peabody Valley 03/09/98 3,045,600 87 7/16 86 86 7/8 03/10/98 3,151,100 88 5/16 86 9/16 87 7/8 03/11/98 2,884,400 89 1/16 87 3/8 87 1/2 03/12/98 2,188,100 87 7/8 85 15/16 86 1/16 03/13/98 2,602,500 87 1/8 85 13/16 86 03/16/98 3,076,200 88 3/8 86 9/16 88 03/17/98 3,224,600 89 15/16 88 9/16 89 3/8 03/18/98 2,947,900 89 7/8 88 88 1/4 03/19/98 5,683,600 90 3/4 89 90 WSJ article on Viagra 03/20/98 7,463,500 92 13/16 90 1/16 92 1/4 20/20 Viagra Broadcast 03/23/98 8,343,500 97 1/2 95 1/2 96 1/4 03/24/98 5,356,900 96 1/2 94 1/2 95 5/16 03/25/98 5,733,600 96 1/8 92 1/2 94 1/2 03/26/98 3,544,100 95 3/8 93 5/8 94 5/8 03/27/98 7,525,600 97 1/8 93 3/8 95 1/2 Viagra Approval 03/30/98 7,353,000 98 96 5/8 97 7/8 03/31/98 5,936,300 99 7/8 98 3/8 99 7/8 04/01/98 5,571,900 100 3/8 98 1/4 98 5/8 100 level broken 04/02/98 3,926,800 100 98 15/16 99 1/2 04/03/98 4,165,300 101 3/4 99 11/16 101 11/16 04/06/98 4,869,100 103 3/4 102 1/4 103 1/4 Peabody Peak 04/07/98 4,623,900 103 1/4 99 1/8 100 9/16 Viagra in pharmacies 04/08/98 4,361,600 101 1/2 97 13/16 98 15/16 04/09/98 3,677,700 99 13/16 98 99 1/4 04/10/98 Good Friday 04/13/98 3,135,100 101 1/16 99 9/16 101 04/14/98 3,083,800 101 1/16 98 1/2 99 1/16 PFE 1st Qt EPS 04/15/98 4,874,800 99 11/16 96 3/8 97 1/2 04/16/98 6,790,300 101 1/8 95 5/16 100 5/8 Peabody Valley 04/17/98 7,448,200 106 1/2 100 5/16 105 1/8 High Viagra Rxs forecasted 04/20/98 10,029,000 113 3/4 109 113 3/8 36M Viagra New Rxs 04/21/98 13,707,300 121 3/4 115 116 1/8 High for 1998 04/22/98 10,775,600 117 7/8 111 5/16 114 7/16 04/23/98 7,198,600 116 15/16 113 13/16 115 1/2 Annual meeting 04/24/98 8,321,900 118 1/2 116 1/2 118 Merrill ups EPS/High close 04/27/98 11,935,500 116 7/16 110 9/16 113 7/16 113M Viagra New Rxs 04/28/98 7,603,300 116 1/2 112 1/2 113 1/8 04/29/98 5,646,500 113 7/16 111 112 5/8 First Boston Downgrade 04/30/98 7,464,200 114 3/8 109 3/8 114 05/01/98 4,880,100 115 3/8 111 3/4 112 11/16 Smith Barney ups target 05/04/98 4,863,200 114 1/2 112 3/8 112 5/8 207M Viagra Rxs 05/05/98 5,882,900 112 3/4 109 3/4 111 11/16 AAO V vision 05/06/98 4,292,100 112 3/4 108 11/16 108 3/4 05/07/98 5,328,000 110 104 3/4 106 15/16 05/08/98 4,392,900 111 3/8 107 1/2 111 3/16 Bob Dole in V trials 05/11/98 5,262,500 113 3/4 110 111 270M Viagra Rxs 05/12/98 3,895,800 111 15/16 110 1/8 111 7/8 05/13/98 3,248,300 112 3/4 110 1/8 110 1/8 05/14/98 5,065,800 110 5/16 107 1/8 108 05/15/98 6,623,300 108 15/16 104 7/16 104 7/16 Peabody Valley 05/18/98 5,707,100 110 11/16 105 110 1/2 300M Viagra RXs 05/19/98 7,552,000 113 11/16 111 9/16 112 13/16 05/20/98 3,474,200 114 3/16 112 1/8 112 13/16 Peabody Peak 05/21/98 6,291,800 112 13/16 108 1/16 109 1/8 Viagra/Nitro warning 05/22/98 9,702,600 109 7/8 104 105 7/16 6 deaths reported 05/25/98 Memorial Day 05/26/98 6,303,800 106 15/16 103 1/16 103 3/16 05/27/98 6,692,200 108 101 3/8 108 ML Maintains Buy 05/28/98 4,064,500 107 5/8 105 5/8 106 3/8 PFE supports Viagra label 05/29/98 3,741,100 107 15/16 104 1/2 104 13/16 ICOS in news 06/01/98 4,251,100 104 7/8 100 3/8 103 15/16 Peabody Valley 06/02/98 3,138,200 105 7/8 102 1/2 103 3/8 AUA Meeting 06/03/98 2,625,500 104 15/16 102 13/16 103 AUA Meeting 06/04/98 3,698,400 107 5/8 102 3/16 107 AUA Meeting 06/05/98 4,231,500 108 3/4 106 108 3/8 06/08/98 2,809,200 109 13/16 107 1/2 108 7/16 06/09/98 6,319,400 112 7/8 107 3/4 112 1/2 FDA V Release 06/10/98 4,856,200 111 1/8 107 1/16 109 WSJ Drug Interactions 06/11/98 3,273,300 110 3/8 107 107 06/12/98 3,399,500 109 1/2 106 5/8 109 3/8 06/15/98 3,134,700 109 1/4 106 7/8 108 3/8 Dow- 200 06/16/98 3,376,700 110 3/8 108 1/8 109 11/16 Schneider sold 06/17/98 4,463,200 112 11/16 110 1/2 112 1/16 06/18/98 4,147,600 114 15/16 112 3/16 114 1/4 Peabody Peak 06/19/98 5,484,900 114 15/16 109 13/16 111 1/4 Zeldox non-approval 06/22/98 3,177,200 112 3/4 109 13/16 111 7/16 06/23/98 3,961,200 111 15/16 109 1/4 110 3/16 06/24/98 3,736,800 110 3/8 108 3/4 110 1/8 06/25/98 2,878,000 112 1/2 110 1/2 110 13/16 06/26/98 2,635,800 112 5/8 110 5/8 111 15/16 06/29/98 5,244,400 111 1/2 108 1/4 109 15/16 06/30/98 5,190,200 108 3/4 106 5/8 108 1/2 DLJ Switch to WLA 07/01/98 3,857,700 109 15/16 106 5/16 107 3/16 -7.5% off Peak 07/02/98 2,740,300 109 1/2 106 9/16 107 1/2 Public Citizen/HMOs 07/03/98 Barrons: V to Fade? 07/06/98 4,746,500 109 1/2 105 5/8 109 7/16 Peabody Valley 07/07/98 3,661,200 111 9/16 109 9/16 111 IMS: V to $1 Billion 07/08/98 3,920,100 114 3/16 111 1/8 113 1/2 07/09/98 4,338,600 115 5/8 112 3/4 115 5/8 EPS: $0.47 (+$.03) 07/10/98 8,446,800 118 1/8 113 118 All-time PFE weekly close 07/13/98 5,540,600 120 5/8 117 15/16 118 11/16 All-time PFE high close 07/14/98 4,130,500 120 9/16 118 1/16 118 9/16 Peabody Peak 07/15/98 3,541,400 118 9/16 115 13/16 116 House panel V action 07/16/98 3,199,300 117 7/8 115 3/16 117 13/16 07/17/98 3,128,700 117 1/4 115 5/8 115 5/8 Viagra lawsuit 07/20/98 2,964,100 118 1/2 115 9/16 117 15/16 V Rxs -13.8% 07/21/98 3,706,300 117 7/8 114 1/16 114 1/8 MRK misses EPS 07/22/98 4,538,100 116 3/4 111 3/8 116 3/8 07/23/98 4,107,100 115 1/2 111 111 5/8 Dow -196 07/24/98 4,877,700 114 3/4 112 113 1/2 Upbeat analysts' meeting 07/27/98 3,643,900 114 13/16 111 5/8 114 V Rxs +5.8% 07/28/98 3,365,500 114 111 111 5/8 07/29/98 3,704,700 112 3/4 109 1/8 109 1/8 Valley strike price reached 07/30/98 2,714,700 112 3/8 109 7/8 112 Dow +112 07/31/98 2,776,900 112 5/8 108 9/16 110 1/16 08/03/98 2,637,600 111 1/8 108 5/8 109 11/16 V Rxs -6.0% 08/04/98 5,248,300 110 3/4 104 3/4 105 Dow -299 08/05/98 4,556,900 106 3/8 102 5/8 105 15/16 08/06/98 3,355,000 106 7/8 104 1/16 105 5/16 08/07/98 4,363,300 105 1/2 102 1/8 103 1/2 08/10/98 3,287,500 105 3/4 103 1/2 103 13/16 ACC/AHA V Report 08/11/98 5,898,100 104 5/16 98 1/2 103 15/16 Peabody Valley 08/12/98 3,858,800 104 15/16 101 1/4 101 15/16 WSJ -2 eye patients 08/13/98 3,614,500 104 101 1/2 102 08/14/98 2,680,800 103 1/4 101 1/16 101 3/16 Howmedica Sold 08/17/98 4,645,900 104 7/8 100 3/4 104 5/8 V Rxs +1% 08/18/98 4,349,900 107 9/16 103 7/16 107 1/2 08/19/98 3,343,200 108 15/16 106 3/8 108 15/16 Peabody Peak 08/20/98 3,194,400 108 13/16 105 1/2 105 3/4 Public Citizen V petition 08/21/98 3,887,200 106 1/4 102 1/16 105 7/8 Soros reports $.5B position 08/24/98 4,058,600 108 1/8 104 7/16 104 15/16 Celebra expedited review 08/25/98 5,241,900 108 5/8 106 106 1/2 EU V Approval 08/26/98 4,242,900 108 7/8 103 5/8 108 1/8 V associated w 69 deaths 08/27/98 4,053,100 107 3/4 103 1/2 103 13/16 Dow -358 08/28/98 4,821,800 104 7/8 100 3/8 101 5/8 Dow-114 08/31/98 8,156,300 102 1/16 93 93 Dow-512 09/01/98 10,640,800 99 92 96 1/2 Peabody Valley 09/02/98 6,494,600 101 5/8 98 3/8 100 1/16 09/03/98 4,944,000 102 1/16 98 99 13/16 NEJM V Letters 09/04/98 9,096,100 96 1/4 93 1/2 95 1/8 Morgan Stanley Downgrade 09/07/98 Labor Day 09/08/98 5,358,100 100 13/16 97 1/16 100 3/4 DJ: +381 09/09/98 4,725,000 101 9/16 98 98 3/16 DJ:-156 09/10/98 4,324,600 97 93 9/16 94 1/2 DJ:-249/Clinton 09/11/98 6,451,300 100 13/16 95 100 1/2 ML Supports Pharma 09/14/98 3,675,400 103 5/8 100 3/4 103 1/8 V Rxs +10% 09/15/98 2,603,500 103 7/8 101 1/2 102 9/16 EU V Approval 09/16/98 3,269,200 103 100 1/8 101 1/2 V Not On NHS 09/17/98 2,648,100 100 1/16 98 1/4 99 1/4 09/18/98 3,523,400 99 7/8 97 1/4 97 1/4 Lancet V Letter 09/21/98 2,869,900 99 1/8 95 97 5/8 Clinton Tapes 09/22/98 3,136,700 101 1/2 99 1/4 101 7/16 09/23/98 4,764,800 106 1/2 101 1/2 106 1/2 Dow +257 09/24/98 5,101,800 108 3/4 104 3/8 107 1/2 $5 B Stock Buyback 09/25/98 2,864,400 108 105 3/4 106 5/8 09/28/98 3,235,200 109 3/16 105 1/4 106 1/16 Peabody Peak 09/29/98 3,052,500 108 1/8 105 5/8 106 13/16 Fed reduces rates 09/30/98 3,627,600 108 1/16 105 5/8 105 15/16 DRIP day 10/01/98 3,853,400 104 11/16 99 3/8 99 5/8 Dow-210 LLY/ICOS 10/02/98 4,309,500 100 96 1/2 99 1/16 10/05/98 5,505,700 98 13/16 93 94 5/8 V Rxs -5% 10/06/98 7,462,200 96 11/16 88 1/8 89 3/8 10/07/98 6,766,000 92 15/16 88 3/4 90 5/8 JP Morgan recommends PFE 10/08/98 5,915,200 90 86 89 5/8 Peabody Valley 10/09/98 3,594,400 93 3/4 88 1/2 92 15/16 Dow +167 10/12/98 2,570,700 96 15/16 93 1/16 93 1/4 V Rxs +11% 10/13/98 2,567,700 96 3/8 93 1/4 95 1/2 EPS $0.51 -$0.6 from Zachs 10/14/98 11,810,800 97 1/8 88 1/2 96 3/8 Analysts Reiterate Buys 10/15/98 4,761,600 99 1/4 94 9/16 97 1/2 Dow +330, Fed reduces rates 10/16/98 3,977,600 98 15/16 96 9/16 98 3/16 Dow +117 10/19/98 3,424,500 99 13/16 97 1/16 97 9/16 Analysts Reiterate Buys 10/20/98 3,921,500 99 95 13/16 96 11/16 VRxs -1% 10/21/98 3,920,700 98 7/16 95 1/2 98 10/22/98 2,490,800 100 3/4 97 5/8 100 3/4 10/23/98 4,549,800 104 1/2 99 11/16 103 13/16 10/26/98 3,796,000 106 7/8 104 106 1/2 V Rxs -2% 10/27/98 3,278,400 106 7/8 105 7/8 106 5/16 10/28/98 2,459,100 106 3/4 104 5/8 105 11/16 10/29/98 2,600,200 107 3/4 105 3/16 107 5/8 10/30/98 2,742,300 108 1/4 106 5/8 107 11/02/98 3,003,700 108 1/2 106 1/4 108 1/2 V Rxs -3% 11/03/98 2,344,800 109 7/16 107 5/16 109 1/4 Election Day- Dems surprise 11/04/98 4,014,900 110 106 106 11/05/98 2,933,800 107 1/2 105 107 3/8 11/06/98 3,638,600 109 3/4 106 5/8 109 1/2 1998 R&D Meeting 11/09/98 2,728,400 109 11/16 107 108 1/4 V Rxs +2% 11/10/98 3,035,900 109 3/4 106 13/16 108 5/8 ACR Meeting 11/11/98 2,607,400 108 1/2 105 1/2 106 1/16 AHA Meeting 11/12/98 2,126,800 106 1/2 104 104 5/16 11/13/98 1,789,700 105 15/16 104 3/4 105 1/2 11/16/98 2,166,300 108 15/16 106 9/16 108 13/16 V Rxs +5% 11/17/98 3,553,000 111 108 109 1/2 11/18/98 2,749,800 111 5/8 108 9/16 111 3/8 11/19/98 3,245,200 111 3/4 110 1/16 110 9/16 11/20/98 2,412,800 112 110 3/8 112 Dow +104 11/23/98 4,944,800 116 7/8 112 5/16 116 11/16 Dow +215 11/24/98 3,464,100 116 7/8 113 1/2 114 Possible Peabody Peak 11/25/98 2,520,700 115 3/16 112 5/8 114 3/8 Change in V label 11/27/98 Thanksgiving 11/27/98 982,400 115 113 13/16 114 11/30/98 2,183,100 114 11/16 111 5/8 111 15/16 Dow -217 12/01/98 3,179,900 111 15/16 108 5/8 110 15/16 Possible Peabody Valley 12/02/98 2,743,400 113 1/2 110 7/16 113 1/16 Celebrex FDA panel 12/03/98 2,746,900 114 15/16 110 1/4 110 1/2 Dow -185 12/04/98 2,615,600 113 5/16 110 9/16 112 5/8 12/07/98 2,302,100 115 113 3/4 114 3/8 V refills very strong 12/08/98 2,797,700 116 3/16 114 1/2 116 3/16 12/09/98 3,186,000 117 9/16 115 1/16 116 1/8 12/10/98 2,874,900 117 3/16 113 3/4 114 12/11/98 2,082,800 115 113 1/8 114 7/8 Bob Dole hired 12/14/98 2,441,700 113 5/8 111 1/16 111 3/4 Dow -126 12/15/98 2,788,100 115 110 3/16 115 12/16/98 2,495,600 116 1/4 115 1/8 115 3/4 US bombs Iran 12/17/98 2,633,800 117 5/8 115 13/16 116 7/8 Pending Peabody Peak 12/18/98 3,118,600 116 3/4 115 1/2 116 Second highest weekly close

To: BigKNY3 who wrote (6511)	12/19/1998 9:50:00 AM
From: BigKNY3	Read Replies (1) \| Respond to of 9523

Investment Board Lessons Reading Pharma investment boards are a real lesson in human nature. Here are some general observations: -Many investors do not want to hear facts or honest opinions that differ than than own. As a reference point, I am attaching two posts that I placed on the AOL Motley Fool VVUS Board on 10/19/97 and 3/7/98 (see below). -Some investors automatically attack the honesty and motives of anyone who has a different opinion than their own -Many investors will never recognize that they ever made an investment mistake and blame their Pharma losses on one or more of the following: "shorts", "big money", market makers", the FDA and unethical competitors. -Many investors will ride a stock down , double-down, ride the stock down more, double-down again, ride the stock down...and never sell even as the stock approaches zero. The basic anti-Newton theory is "what goes down must go up". -Some posters believe that their words of wisdom actually have an impact on the price of the stock. I believe if I have never written a single post, the price of PFE today would be 116. -Many posters prefer to attack the personalities of others rather than sharing their opinions or facts. I simply do not read the ramblings of people that I do not respect...."Just click on by". Investment boards should be used to have pfun and share information and opinions. Unfortunately, many others disagree and ruin it for others. As a case in point, watch carefully the negative responses to this post. Have PFun! BigKNY3 ________________________________________________________ Subject: Re: BigK the Preacher... Date: 3/7/98 7:56 PM Eastern Standard Time From: BigKNY3 Message-id: <19980308005601.TAA19414@ladder03.news.aol.com> Zgol: Thanks for the review. I enjoyed it. I welcome everyone to read all my unedited posts on the PFEr Board and other Big Pharma Boards. In a direct answer to your question, I do not hold a short position in VVUS. In fact, I have never shorted a stock in my life. I sure you can not possibly believe this, but it is the truth.By the way, JLABIF is a well-known short seller of blue chip stocks including PFE. We usually manage to have a friendly discussion on the PFEr Board without accusations of dishonesty and mistrust. In December, 1997, I opened a long position in VVUS @ 10. When my profit goals were reached in late January, I took the profits and ran. No need to get greedy in a changing ED market. Why post on this board? Why not? I don't believe these boards are restricted to shareholders or even ex-shareholders. But, investor boards are for sharing of information and , in some cases, correcting misleading information. or noting a 7% change in an intraday price means absolutely nothing when a stock is near 10. Moreover, I challenge you to find any misinformation that I have placed on this Board ....including one of my first VVUS posts placed when VVUS @29 7/8) (see below). At that time several VVUSers attacked me for giving my opinion. But, if most VVUSers on this Board feel like you, I will be more than happy to share my 25 years of investing in pharmaceutical companies with other Boards and totally ignore VVUS. Comments and opinions are welcomed! Zgol, it amazes me that someone like yourself only wishes to hear good news and accuses everyone else with a different opinion as being a dreaded "short". Do you really think any of these posts actually effect stock prices? Good investing! BigKNY3 ________________________________________________ Date: Sun, Oct 19, 1997 10:50 EDT From: BigKNY3 Message-id: sharikwa <<what you think of Vivus?VVUS @29 7/8>> I do not have have a long position in VVUS or expect to have a position in the future. It does not fit the profile of companies that I like to own (too risky and volatile). I have also never shorted a stock or plan to! Although I do not have extensive knowledge about VVUS, here are some general observations: 1. VVUS is currently a one-product company in a significant active therapeutic area. The ED market will dramatically change and grow during the next two years. 2. As a relatively brand new company, VVUS management is bound to make some big mistakes concerning forecasting, production, marketing and dealing with the FDA. These mistakes could have a significant adverse impact on VVUS. 3. Major VVUS posters have absolutely no knowledge of the pharmaceutical industry or pharmaceutical marketing and are relying on their price trend charts to determine the future of MUSE and VVUS. A big mistake!! Even worse, some posters spread misinformation about competition to suit their current positions. In the end, facts, experience, and patient preference (not misinformation) will win out in the marketplace. 4. VVUS seems to be a magnet for momentum investors. Just check out the Silicon Investor VIVUS Board for further evidence. As a result, short-term 20%-50% swings (up and down) can be expected. If you hit the timing right, there is an opportunity to make money. But, you also need to know when to get out. This is not a buy and hold stock! 5. Oral medications should be introduced in the ED market in 1998. Their impact on MUSE is unknown. Moreover, news about the oral drugs will probably have an adverse effect on VVUS. VVUS is down 15% since the announcement of Viagra's NDA submission on September 29th even with a one day spurt on 9/30/97.. VVUS management is putting on a happy face about an expanding market. But, in reality, nobody knows what will happen until the oral products are available. Regardless, this is a major factor for VVUS that brings significant additional risk ...and possible opportunity. Best of luck to all VVUS investors, BigKNY3