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Biotech / Medical : PFE (Pfizer) How high will it go? -- Ignore unavailable to you. Want to Upgrade?


To: Tunica Albuginea who wrote (7415)4/19/1999 3:43:00 AM
From: Tunica Albuginea  Read Replies (2) | Respond to of 9523
 
4-19-99:UPDATED Erectile Dysfunction NEWS & WORLD REPORT (gg):
============================================================
Why are Viagra sales falling?

Simple, read on.....

The usual sequence to the approval of any drug, goes along the lines of this:
1st phase : " This pill cures everything including old age." ( in this phase, patients are usually oblivious to cautionary statements, and " they must have the pill ". We prudently decided to lay low).
The 2nd phase ( as the pill is widely used and the true extent of potential ill-effects becomes known ): " this pill has too many side effects. Let's drop it "

I believe we started to enter this phase with Viagra when the FDA relabeled Viagra as follows:
verity.fda.gov

"Special Warnings:

<Viagra> was not studied in patients ( now you tell us ) who have a history of the following conditions:
oHeart attack, stroke, or life-threatening irregular heart rhythm within the last 6 months
oVery low and very high blood pressure
oHeart failure or unstable chest pain
oCertain eye disorders
Because of the blood pressure lowering effect of <Viagra>, your doctor will evaluate your overall medical condition to determine if this, in combination with sexual activity, could adversely affect you.

<Viagra> may cause a rare but serious condition of prolonged erection (priapism). It is important to contact your health care provider immediately if your erection lasts longer than 4 hours.

Men for whom sexual activity is inadvisable may not be good candidates for <Viagra>.

General Precautions with <Viagra>:

You should have a complete medical history and exam to determine the cause of your impotence before taking <Viagra>.
Men who have medical conditions that may cause a sustained erection such as sickle cell anemia, leukemia or multiple myeloma or who have an abnormally shaped penis may not be able to take <Viagra>.
There are several medications that are known to interact with <Viagra>, so be sure to tell your doctor about all medications you are taking including those you can get without a prescription.
<Viagra> has not been studied with other treatments for impotence, so use in combination with other treatments is not recommended.

As bewildered patients and hurried ( to the golf course ) physicians started reading the fine print it suddenly dawned on them that the FDA was talking about them and that they were about to start taking a pill that could kill them.
And the previously 160 + deaths reported now were rumored to be 436+
boards.go.com.

And all of a sudden people started developing cold feet. First quietly and then like a thunder, when Pfizer last April 15, disclosed that US Viagra sales were drawing to a crawl:
"sales peaked within two months and then plateaued as pent-up demand was met,"
and
safety concerns arose over scores of deaths among users "
. ''Pfizer's stock is getting punished today, and it basically comes down to Viagra. It's not doing as well as last year's initial hype
suggested,'' said Mike Krensavage, an analyst for Brown Brothers Harriman & Co.
biz.yahoo.com

At the same time however Vivus came out with a better than expected eps report through early payment by it's European partner ASTRAZENECA and Janssen Pharmaceutica through licensing and distribution agreements. biz.yahoo.com
What has made this exciting for Vivus investors is that ASTRA-ZENECA have just merged to become the worlds THIRD largest Pharmaceutical Co behind Merck and Glaxo, and the 2nd biggest in the US behind Merck news.bioresearchonline.com
This, together with the great studies produced by Vivus at the AUA meeting and the forthcoming approval of Alibra which will be the MOST powerful ED drug ever, has now added credence to the Companies' plan to become the world's premier ED drug Co.

Even as thst occurs, Pfizer/Viagra the competition, is further being hammered by the forthcoming announcement due out by the FDA that will tell us the exact No of deaths.
These deaths were calculated by me in June 97 ( when the first ere reported) to occur at a frequency of about 3 - 4 a week. So that 88 weeks later, 88X3= about 264 - 362 deaths, a pretty high number.

Whether the deaths are 264 or 362 or 436, all those are pretty high numbers if you consider that POSICOR by ROCHE was with drawn after 1.5-2 years after only about 220 deaths: Message 4779642

The 3rd phase in a drugs story, if it survives phase two, is that new studies come out and show that in certain circumstances, under sertain prcautions, the drug may be usefull.

However IMHO the pall of death has fallen in what was supposed to be a happy experience and this does not bode well for sales.

And so this begins a new chapter in the saga of Viagra and MUSE/Vivus.

equities.barchart.com

TA

Ref: 3-16-98:
Message 3731994

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

A))) RECENT MEDICAL ARTICLES ON VIVUS/MUSE:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

1)from the forhtcoming 5/99 American Urological meeting:

a} Does Renewed Sexual Activity Increase Cardiac Morbidity? Meta-Analysis of the
Experience With MUSE® (Alprostadil) : Answer:
auanet.org
b} Gene therapy for ED. A Vivus study. (Vivus at the forefront of ED research; gg Vivus ).

First study : auanet.org
Second study : auanet.org

c } Induction of Penile Erection by Intracavernosal and Transurethral Administration of
Zaprinast
and Prostaglandin auanet.org

d } EFFECTIVENESS OF COMBINATION THERAPY OF MUSE AND VIAGRA IN THE
SALVAGE OF ERECTILE DYSFUNCTION PATIENTS DESIRING NONINVASIVE
THERAPY auanet.org

[PS Do not forget this important, landmark, abstract in last year's AUA meeeting: This is Vivus' new magnum bullett - drug! ]
( GREATER )Efficacy Of Transurethral Alprostadil (MUSE®) VS. Transurethral
Alprostadil/Prazosin (AlibraTM) In Men with Complete, Organic Erectile Dysfunction
vivus.com

B)) OLDER SCIENTIFIC ARTICLES ON MUSE/VIVUS:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
( Courtesy of VLAD ) : Message 8441310

C)) )The VIVUS COMPETITION :
XXXXXXXXXXXXXXXXXXXXXXX
VIAGRA:
April 1999 : Sildenafil (Viagra) and Ophthalmology
Editorial, by Michael F. Marmor, MD, Professor, Dept. of
Ophthalmology ,
Stanford University.
ama-assn.org.

Older ( but still valid ), articles on VIAGRA side effects
Tunica, March 16, 1998 -Phosphodiesterase ( PDE ) sideeffects from Goodman &
Gillman 1996 ED.Textbook of pharmacology.
www3.techstocks.com
www3.techstocks.com
July 5, 1998 Message 5100265

D)))TECHNICAL ANALYSIS
XXXXXXXXXXXXXXXXXXX
Equities by Barchart.com : " Vivus, a Buy ".
www3.techstocks.com
equities.barchart.com

VIVUS INC

Symbol: VVUS Exchange: NASDAQ Quick Links: Quote / Chart

Date Open High Low Last Change Volume
04/16/99 6.00 6.00 5.00 5.03 +0.53 7645500

Composite Indicators
Trend Spotter (tm) buy

Short Term Indicators
7 Day Directional Indicators buy
10 - 8 Moving Average Hilo Channel buy
Price vs. 20 Day Moving Average buy
20 - 50 Day MACD Oscillator buy
20 Day Bollinger Bands buy
--- ---- ----
short term indicators average - 100% buy

Medium Term Indicators
40 Day Commodity Channel Index buy
Price vs. 50 Day Moving Average buy
20 - 100 Day MACD Oscillator buy
50 Day Parabolic Time/Price buy
--- ---- ----
medium term indicators average - 100% buy

Long Term Indicators
60 Day Commodity Channel Index buy
Price vs. 100 Day Moving Average buy
50 - 100 Day MACD Oscillator buy
--- ---- ----
long term indicators average - 100% buy

Overall Indicators Average - 100% buy

E)))INSTITUTIONAL holdings of VIVUS:
XXXXXXXXXXXXXXXXXXXXXX
Message 8458764

F))))BIGGEST MUTUAL FUND HOLDINGS OF VIVUS:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
Message 8458807

G)))PATENTS:
XXXXXXXXXX

1)ALIBRA PATENT:
Message 8512358

2)FEMALE ED PATENT:
Message 8200535

H)))THE FUTURE!!!!

Check out new study Vivus is preparing in Italy with DrGreco Ermanno:
( Higher target standards than the previous 2 pound study will be used this time.( Reportedly it will be a Lamborghini)
Message 3311743

TA