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IBDvalueinvestin (98.34)

CNBC's biotech guru Mike Huckman pointing out



November 18, 2009 – Comments (3) | RELATED TICKERS: VVUS , PFE , LLY

that big pharmas are cash rich and patent poor. Time is short and the big pharmas can't afford to keep spending money on failed clinical trials as they search for the next blockbuster drug. That brings us back to Vivus, whose product pipeline includes three late-stage clinical products, each addressing specific components of the obesity, diabetes and sexual health markets. As subscribers to the BioMedReports FDA Calendar know, one of these investigational products, Qnexa, is in Phase III clinical trials for obesity and in Phase II clinical trials for diabetes. As such, the speculation is that VIVUS would make it a great takeover target.

3 Comments – Post Your Own

#1) On November 18, 2009 at 11:29 AM, miteycasey (29.02) wrote:

What is your position held on this stock?

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#2) On November 18, 2009 at 11:42 AM, IBDvalueinvestin (98.34) wrote:

Not much, just 500 shares long based on Buyout speculation.

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#3) On November 18, 2009 at 12:33 PM, IBDvalueinvestin (98.34) wrote:

CNBC's Mike Huckman blogs about VVUS' phase 3 Acanafil results, speculates that Pfizer may do a partnership with Vivus- 
Mike Huckman reports that "VVUS this morning unveiled positive late-stage test results on the ED pill. The company touts that it takes effect in less than 30 minutes and it's out of your system within six hours or so.... If all goes according to plan, Vivus' drug could be on the market by 2011 or 2012. With Viagra expected to go generic around that time, maybe Pfizer (PFE), which certainly knows how to sell an impotence drug, might do a partnership deal with Vivus..."

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