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

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To: Bob Trocchi who wrote (2219)11/7/1997 5:13:00 PM
From: Dan'l Leviton  Read Replies (1) of 23519
 
Bob, Tunica, and all,

I have been lurking all this time, and it is with great timidity that I tiptoe above the tulips.

Some may remember me as the thread's last remaining short (I know how it feels, Leo) around the time of the June quarter earnings report.

Tunica has the best timing on a particular stock I have ever seen, for both tops and bottoms. His posts are entertaining and infuriating, but he has earned our respect by calling the numbers.

This time I am long, with a small buy at (yes, I was very lucky)
21 1/4. This for an issue which was at 24 before two quarters of blowout earnings were announced, and with no real new news except the new Jannsen deal.

The Viagra issue is by no means new, and I believe Vivus will just continue to produce both MUSE and money for a long time before we even know if Viagra will be approved, much less its effect on MUSE in the marketplace.

Tunica, re post 1262: I'm not a doctor, but are you referring to the disingenuous mistaking of the claimed number of total ED patients for the number of diabetics with ED? That appears to be the only "medical" statement in that post.

Dan'l
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