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

To: BigKNY3 who wrote (21748)	5/9/1999 12:45:00 AM
From: VLAD	Respond to of 23519

Pfizer vs Vivus Year to date analysis: An investment in Pfizer at the closing price at the end of 1998 of $125/share is now showing a LOSS of 6.5% a little over 4 months later. An investment in Vivus at the year end closing price of $2 19/32/share is now showing a GAIN of 100% a little over 4 months later. Translated into a simple dollar analogy, year to date, your $10,000 investment in Vivus is now worth $20,000. Your $10,000 investment in Pfizer at the beginning of the year is now worth $9,355. EOM

To: BigKNY3 who wrote (21748)	5/10/1999 12:20:00 AM
From: Zebra 365	Read Replies (1) \| Respond to of 23519

<<Zebra: Any thoughts about the future of Vasomax? Here is a link to a recent Salomen Smith Barney Report (5/6/99)on Vasomax and future ED products.>> BigK you mean Vasomex? The Mexican drug for when your chili pepper has lost its fire? LOL! I'm very skeptical on the efficacy of Vasomax. It is such a nonspecific vasodilator that I would think that you would either have an ineffective dose or one that was effective but you'd have to already be lying down when you took it. As you know, small differences in large enough trials can reach statistical significance for effectiveness. But as I recall a significant number of the trials were done in Mexico and the FDA may have a problem with that. I can tell you that I think SGP was investing in Joe Podolski (CEO of Zonagen) as much as in the drug. Also there is some VC money from Ross Perot or one of his associates that is in there, which helps. I think that the specificity of sildenafil for the PDE-5 receptor has been responsible for it's wide acceptance. I think Viagra has little to fear from Vasomax. And the population for Vasomax would have to be mostly psychogenic or very mild organic disease, if it gets approved in the US. If we could trade LW for Joe Podolski, VVUS could be trading in the 20's too. I've listened to him in conference calls and seen him on CNBC. If ZONA fails, it won't be because of a lack of management or leadership. It will be the product. Zebra