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

To: BigKNY3 who wrote (19247)	3/5/1999 1:13:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

Kahuna, First of all, I have nothing against big pharma money so long as it is used to promote the public health FIRST before showing concern over profits. Second, although I do not believe Viagra should be pulled off the shelves, I do feel that it should at least be black boxed to appropriately warn the physicians not to use Viagra in patients with CDV. Thirdly, I believe that there has been too much focus on domestic scripts vs progress in international markets. Everyone knows that the only important task left for Leland Wilson to accomplish is to sign a domestic partner. We also know that he is TOTALLY INCOMPETENT and therefore we should not expect any success on his part to be able to sign a partner in a "reasonable" time frame. I also believe it is this very reason that Astra/Zeneca will eventually sign up with Vivus. Did you actually expect Wilson to be able to broker a better deal with another player? I don't. As far as I'm concerned the man can not accomplish anything on his own abilities to negotiate and he will use Vivus' past and current relationship with Astra to sign a domestic partnership. I believe that once the A/Z partnership is complete, Vivus will sign them up within 2 months. If Vivus is unable to sign A/Z within 2 months then Wilson will have no choice except to accept the best "other" deal on the table for a domestic partner. And no, I am not bothered by big pharma $ from Astra or Janssen because I have no complaints regarding the ethics behind these two large pharma companies.

To: BigKNY3 who wrote (19247)	3/5/1999 2:00:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

Kahuna, Here are a few questions for you to address: Astra has invested millions of dollars towards marketing and selling MUSE through their agreements with Vivus. I have had personal confirmation via Astra insiders that they are confident that they can sell MUSE side by side with Viagra. I have also been told that their sales people make MUSE's SAFETY profile the major issue to make MUSE preferable over Viagra. That being said and the fact that MUSE sales have been respectable in England 3 months post Viagra, do you believe that in light of major near future European market launches that Vius' current share price is justified. (No I am not looking for a $40 Vivus but when compared to its counterparts 2 3/16 is IMO NOT a reasonable value for this company). If after MUSE is launched throughout Europe and let's say China we see gross annual sales running at about $250M + what IYO would be a fair valuation for Vivus. Would you agree with the statement that there has been manipulation of Vivus stock whether it be via market makers or other well financed players? How do you explain the fact that with all of Pfizer's recent advertising (both print adds and TV commercials) new Viagra scripts have continued to be in that same range of 70,000 give or take 5,000? Has Viagra seen its peak in new prescriptions ?