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

To: DaiS who wrote (21268)4/23/1999 4:53:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
DaiS,

You are right about complementary products but.....Vivus intends to include Alibra in any MUSE deal for the USA/Japan because it would be difficult to cut a deal for MUSE when shortly later Alibra would compete with MUSE if they signed off to two different drug companies. Understand? IMO nobody would want to sign a deal for just MUSE if Alibra wasn't included.

VLAD



To: DaiS who wrote (21268)4/23/1999 4:54:00 PM
From: RT  Read Replies (2) | Respond to of 23519
 
Dias,

It would be interesting to see what % of men would respond to MUSE but not ALIBRA. If they attempt to market both products I would be concerned that Muse's market would become too small to be profitable.

RT


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