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

To: Joe Reich who wrote (21359)	4/26/1999 9:49:00 AM
From: Tim Davies	Respond to of 23519

the fundamental problem is the cost structure. the rpofitability of viagra is huge. it only costs pennies to make so the impack onthe botton line is gigantic. if muse etc can match the viagra cost structure then they can give major distributors a really good incentive package to market the product. with viagra moving into the sub 10 $ range and other product comming on the market the muse folks will have a tough road to go down. can they do it ?. you would think so .. the applicator can only cost pennies and im sure the there can be new ways to get the main ingredients through applied genetics.. but face it ladies and gents.. at 19 to 23 bucks..this isnt a mass market product. overcommong the room temp thing is great. I really dont think that the death rate is much of an issue when the doctors are forced to only give viagra to otherewise healthy males. We have to remember thsi is a bussiness not a name calling thing. we should be pleased that viagra was such a sucess because it shows how much market there can be for the new improved products. muse can learn for viagra and fill in the holes in the viagra bussiness, and eventually dominate it , if the results say that it works just as well and is cost competative. its got to be tought to get a marketing commitment when your twice the price.. these are not bad things .. jsut facts that have to be dealt with. tim