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

To: wvalx who wrote (19710)	3/13/1999 3:49:00 PM
From: VLAD	Read Replies (2) \| Respond to of 23519

KHS, As has been pointed out here before, sometimes a drug company can spend over $500 million on a potential product and end up empty handed. Hell, if Vivus was bought for $500M that would be almost $16.00/share which is about what Vivus paid to buy back 2 million of its own shares in 1997 and 1998! The most important thing to consider about a female SD cream is DOES IT WORK? IMO if it really works on let's say about 50% of woman with SD then Vivus IMO is worth at least $25.00/share. Any large drug company(probably Astra/Zeneca) can help bring such a product to market in probably 1 1/2 years with the right R&D muscle and administrative force behind it. Safety would not be an issue based on known scientific data of MUSE on men. Efficacy would be the primary issue. Pase I/II are geared more towards safety and I suspect with prior MUSE data the FDA would allow such a product through these 2 phases very rapidly. Phase III trials could be set up and run in 6 months. Fast track approval could let the product be approved 6 months later. So if Vivus could sit down with the FDA and discuss phase I/II requirements we could get a much clearer picture as to how fast they could progress into phase III. It is even possible that the FDA may allow Vivus to use the MUSE data to be sufficient proof on safety and allow them to jump right into phase III trials to determine efficacy! I see no reason why topical alprostidal when rubbed on the clitoris would not increase blood flow to this region thereby increasing neurological sensation etc. MacroChem is claiming that by rubbing Topigland on only the head of the penis results in an erection sufficient for intercourse. While I doubt the efficacy of their claim, the clitoris obviously is much smaller than the penis and what makes it a much better candidate than the penis is its relatively small size(can be readily "doused" by a topical and the distance from surface to center of the erectile tissue of the clitoris is miniscule) and the fact that the surface of the clitoris is much more vascular than the surface of the penis thus making a topical's ability to absorb much much better without worrying about having to add some sort of chemical carrier to enhance absorption. All this being said, if this patent holds up, I think Vivus has something REAL big with this potential product and it is BIGGER than Vivus' potential in the male ED market! If the market thought that Vivus was worth $20 back in 1996 before they had FDA approval of MUSE, when will the market realize the true value of Vivus now that MUSE is approved and just now starting to get launched internationally AND now they also have a potential block buster concept in the wings with a female SD product. Vivus a $3.50/share company?! You've got to be kidding!