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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: LoLoLoLita who wrote (3454)12/11/1997 10:23:00 PM
From: Slim Pickens  Read Replies (1) of 23519
 
Great post! I was wondering alot of the same things about the Greco study. Kind of funny to think about isn't it.

I listened to the CC and was impressed. It sounded like good sound business decisions and sincere explanations. They just simply have been going pedal to the metal since January. Its good business to do that, and as good business people, they kept hoping that things would all fall into place without a hitch. They were trying for a transparent transition to the new plant and having time then for the needed maintenance. It never made sense to spend money to increase demand until the new plant was producing. It looks like the timing is going to give us 2nd quarter revenue increases and that corresponds with the ad campaign, US FDA approval, while at the same time being able to meet UK and additional foreign demand.

One thing that wasn't mentioned in to CC was the revenue from milestone payments. Can I assume that will be a plus after the 25% revenue decrease do to production.

Also, I listened to the ZONA CC last month. I think Vivus management came across more sincere. Actually, I can't understand why ZONA stock has held as well as it has until today.

I know all us who are long VVUS have had to deal with some extraordinay circumstances, but I for one really appreciate what management has accomplished this year. I'm not going to try to second guess them. And thanks to Dr. Bond for all his efforts. I'm sure he was instrumental in bring about the CC.

Keep up the great posts and lets make money on this one.
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