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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: Evan Dimmer who wrote (3429)12/11/1997 7:10:00 PM
From: drsvelte  Read Replies (1) of 23519
 
Evan:

I think your interpretation is essentially correct. The one area that causes me concern was the inability to explain in a cogent manner how one week of downtime, not yet incurred, causes a 25% decline in quarterly revenues. A number of analysts kept going back to the issue of capacity-production-revenues, trying to get them to explain the linkages, and quite frankly, I thought the explanations were pretty weak. Not necessarily evasive, but didn't clear the air, either.

IMHO, It wasn't the "homerun" one would have liked to see (or hear in this case.)

drsvelte
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