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Biotech / Medical : Vivus: into single digits

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To: AlienTech who wrote (971)9/5/1998 3:40:00 PM
From: VLAD   of 1016
 
Alien,

I was told that the focus of Vivus is to be an R&D and production company from now on.

Vivus is a good example of what happens when a small company with limited resource tries to do it all for themselves.

I believe that much of the management is no longer needed now that they do not plan on doing any marketing or sales.

IMO Vivus now only needs to continue funding its research and the only thing that is left to "screw up" is production but it appears that they have finally got that part down fairly good.

Vivus IMO is not MUSE. MUSE will be replaced by Alibra which has many advantages including one dose, no refrigeration, better efficacy and less side effects. Gene Therapy IMO has some real potential in the future.

IMO the current price reflects a lack of investor confidence and poor perception of the company. I think that Vivus can end up being a good turn around story but it wont start until they report positive Q3 earnings and announce a domestic partnership. I do not think the company will be sold.
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