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

To: BigKNY3 who wrote (19233)	3/6/1999 8:31:00 PM
From: DaiS	Read Replies (2) \| Respond to of 23519

BigK, Re your post to Vlad, actually I think that your use of correlations between muse specification and Vivus share price is not accurate and therefore is misleading. Quite often you have suggested that what happens to viagra will have no influence on the Vivus share price. Rather, you have pointed to a high correlation between Vivus specification in the US and Vivus share price and concluded that in the main decline in the demand for Vivus shares, and thus the price, is caused by the decline in demand for muse. The inference you draw is that it is an increase in muse specification that is required to raise the Vivus share price. Using your approach, I am sure that you would find also a high correlation (-ve) between the viagra specification and the Vivus share price. Why not then conclude that Vivus share price might also be raised by any factor that causes a decline in viagra specification. The logic is exactly the same. Don't you think that the initial increasing demand for viagra caused a decline in the demand for muse and these changing demands caused the observed changes in specification of the two drugs following the launch of viagra. The decline in muse specification then caused a decline in the demand for Vivus shares, hence the drop in share price. If you agree, then it would appear that Vivus share price might be influenced positively either directly by an increase in muse specification or indirectly by anything that reduces viagra specification which then reduces demand for viagra which then increases demand for muse and muse specification. I agree that to focus on increasing muse specification directly is the best path forward. But I'm just trying to make the point that the method of argument you used in relation to the effect of muse specification on Vivus share price, does also lead to the conclusion that if viagra specification can somehow be reduced this is also good for the Vivus share price. DaiS