VIVUS - Which one First to the Market – Qnexa/Lorcaserin or both?

With two unpartnered drugs in the bucket, approval of Stendra (avanafil) for Erectile Dysfunction (ED, R, highly selective PDE5 inhibitor, licensed with Mitsubishi Tanabe for certain Asian Pacific Rim countries) and likely approval of Qnexa (positive expectations) – “late but not denied” (PDUFA: July 17, 2012) makes VVUS a strong take out candidate. A large pharma with experience in the therapy area – PFE, LLY, GSK, Teva, Tanabe, or even Herbalife, Allergan could pay a decent premium for acquisition or marketing rights. With strong cash position of $333.4m (1Q12), VVUS may also dare to market Qnexa itself and wait for a suitable offer! After more than a decade advisory panels have voted … For more details, please read our report released on May 29, 2012 on VVUS, titled “Which one First to the Market – Qnexa/Lorcaserin or both?”