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

To: KHS who wrote (19903)	3/20/1999 12:57:00 PM
From: BigKNY3	Respond to of 23519

KHS <<Can anyone come up with a model in drug industry like we have with viagra/muse. Muse first out, viagra comes on and squashes muse, muse holds on for dear life, then comes back to respectability.>> KHS: I can not think of a single case in which a pharmaceutical product has lost a substantial market share to new products and then recovered to regain a significant portion of the loss. Then again, I do not know of any pharmaceutical product that has ever been initially supported by a small field force, then by no field force and then by a larger field force from a different company. Bottom line: I doubt there has ever been a similar product that is useful for a MUSE model. K, most Big Pharma companies do not seek out existing pharmaceutical products that need to be revived..... but choose to develop their own new products via R & D to meet unmet physician needs such as female sexual dysfunction. However, there are a group of "emerging" Pharma companies that actively seek out underpromoted or unpromoted drugs. You may find the following two links useful on this topic: 1998 H & Q article "Investing in the Drug Business" on this topic: hamquist.com My 7/30/98 VVUSer post on "emerging" Pharma trends www3.techstocks.com BigKNY3