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


To: DaiS who wrote (20008)3/23/1999 4:43:00 PM
From: Mkilloran  Read Replies (2) | Respond to of 23519
 
Dais...The potential for a Female SD product in a cream/gel form will draw more attention for a USA sales partner for Vivus's current product MUSE and it's next product on the near horizon Alibra...

Wilson knew this was part of the partner talks when we were all left in the dark asking why it's taking soo long.

He may not be the fool that so many make him out to be as they vent over Vivus's current stock price.



To: DaiS who wrote (20008)3/23/1999 10:29:00 PM
From: BigKNY3  Read Replies (1) | Respond to of 23519
 
DaiS <<Do you still hold that Vivus will fail to get a domestic partner this year (or ever)? >>

DaiS: You never know and anything can happen in the business world.

Most Big Pharmas have their 3 year product plans in place and focus on products that have the potential sales of greater than $200 million per year. Given that the profits from MUSE would be shared, a Big Pharma would have to conduct an analysis that MUSE is capable of returning at least $400 million per year with a reasonable promotional campaign. Given the current Rx specification trends, it is not surprising that a Big Pharma partnership has not been finalized over the last 10 months.

The best bet for a VVUS partnership would be a specialty Pharma that concentrates on urology ie American Medical Systems.... formerly a division of PFE but now an independent company.

BigKNY3