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

To: VLAD who wrote (21757)	5/9/1999 7:09:00 PM
From: Joe Fang	Read Replies (1) \| Respond to of 23519

ahhhh...the difference between Vlad and the BKNY guy is that one is forward looking whereas the other is backwards looking... who would you bet on? :)

To: VLAD who wrote (21757)	5/9/1999 8:44:00 PM
From: BigKNY3	Read Replies (3) \| Respond to of 23519

VLAD <<Bottom line is that for almost one year now there has been no real marketing arm for MUSE domestically yet the product sells itself at a rate of 3 to 4k scripts a week. The big question is how much can be sold if and when we get a domestic partner to detail MUSE to the PCP>> V-Man: There is a simple reason why there is no marketing arm for MUSE... and why no domestic partner has come forward after 10 months of VVUS's open advertising and hiring of First Boston. It does not make any financial sense. It never made sense for VVUS to develop its own small field force to promote one product. The opportunity to partner with a Pharma company in the US was missed in 1997 with the MUSE launch.... when VVUS had the non-injectable ED market all to its self. The management of ICOS and Zonagen have it right...partner before launch, minimize the risk and utilize a large field force. The same management that made these decisions in 1996 and 1997 is running Vivus today. Your "if and when" for a domestic partner is a very big "if". In today's market place, there is not a single Big Pharma that would co-market any pharmaceutical unless it has the potential of over $400 million per year(remember profits are shared with the developer). In fact, Pharma will not even launch their own products if they do not have the potential to reach over $200 million per year. The latest Salomen Smith Barney Report (5/6/99) on Vasomax includes a forecast on MUSE until 2002. It probably assumes the current "milking" strategy in the US without a partner and the continuation of international partnerships ....which were negotiated pre-oral ED launch. www3.techstocks.com Message 9400871 BigKNY3 PS V-man: Considering the source, I consider your comments on my ethics and integrity a true complement. Your "paid shill" comment woke me from my VVUS lurking. I will continue to respond to your intimidation attempts with facts and honest opinions using "named" reliable sources.