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


To: DaiS who wrote (18383)1/29/1999 10:12:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
DaiS,

If what you say is true then I believe it makes sense. I was told over 3 months ago that Astra did not want to launch MUSE until AFTER Viagra hit the market across Europe. The plan as I was told was to let Pfizer launch Viagra first allowing all the media exposure, Viagra jokes etc to run their course. After all the Viagra noise dies down then the press starts to report the stories about the death, heart attacks etc associated with Viagra use. It is at that point that WHAM!!!! Astra/Zeneca launches MUSE emphasizing the excellent safety profile and advertising the fact that on a per patient basis, THE NUMBER OF DEATHS ASSOCIATED WITH VIAGRA USE IS
ABOUT 25 TIMES HIGHER THAN MUSE!!!! That should catch a few patients
and doctor's interests.

If we look at how Viagra played out in the United States, I'd say that the best time to have relaunched MUSE for a new domestic partner would have been about September 1998 as this was when new Viagra scripts stopped dropping significantly and the Viagra safety issues were beginning to build momentum. This would correspond to Astra launching MUSE in March in countries that had Viagra launched in September and I actually believe that Wilson is full of bs for saying that MUSE wouldn't be launched in most of the EU until the second 1/2 of 1999. I bet that most of the countries will be launched well before the end of Q2 1999.