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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)

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To: BigKNY3 who wrote (12916)8/8/1998 9:54:00 PM
From: KHS   of 23519
 
BIGKNY3

From reading your posts over the last year, I feel you have great knowledge and foresight for med sector. The sector has been good to us. Long PFE for 10 years.

I have a question and would be intersted in your reply.

Vivus's delivery system seems to be the #1 asset they have. Patent.
Analyst keep say VVUS's solution has a delivery problem. This is contradicting. What do you think?

Does this delivery patent have other application that could be of use to a larger med company?

Do they have the right gun, but shooting with the wrong ammo?

VVUS's R&D on other products is probably hype. Why would they be able to develope better products than larger med companies with bigger R&D budgets?

VVUS has a production facility. Could their facility produce other products outside of the pellet?

Look forward to your and or other responses from thread participants.
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