Blankmind, I've been away from the thread all weekend, but, after reading all the posts I must say: You're killin' me.
1.In post 3382 you suggest that VVUS "contract out production"
To who? No one else makes a product that involves trans-urethral delivery. Vivus is the expert in the field.
2.In the same post you suggest they "hire on a project manager."
They have hired a new person to oversee operations and judging by how quickly after his hire they came out with these announcements, I would guess that he's trying to get things straightened out.
3.Post 3385 - "any news of a share buyback?"
Please, please, please, before you continue to give opinions on the stock, do some more DD. As you've since found out they do have a stock buyback plan in effect. At the end of the quarter we'll know the specifics of their actions. I just can't believe all the comments and opinions you've given in the last few days when as of friday you didn't even know what type of delivery system was used. The delivery system IS Vivus' very existence. That's what they make money from, not the drug.
4.Post 3560 - "If Pfizer's drug hasn't been approved yet, I think VVUS has more lead time than some think."
I'm actually curious about this one. Based on what? PFE has applied and received fast-track consideration already. Do you think there are problems with their Phase III data or is this just another off the hip feeling you have? Also, your comments that other products would be on the shelf if they were any good is quite strange. We do require extensive studies of drugs in this country before we allow people to sell them. PFE has been given fast-track consideration. How much more do you want. Even MUSE has only been on the market for about a year.
5.re: Vinik purchases and sales
We don't know what his true profit or loss is. You can't assess this since we don't know the cost of the first 5% of his purchases or the last 5% of his sales. I think he probably did pretty well on his sales provided he got out before the earnings shortfall announcement.
6.Lastly, re: short squeeze
Don't you think the shorts have probably gotten out with this massive decline in price? If not why?
Sorry for my bitterness, but unfortunately, many of us have lost a good chunk of money on this and I find it makes me a bit uncomfortable when you start giving interpretations of what is going on with Vivus when it is obvious your research to date has been superficial at best.
Good luck to you,
Gary
P.S. Dr. Bond - I know what you're thinking - it's ok he's a long, I'm allowed to give him a bad time <g>. By the way where have you been hiding yourself, you're awfully quiet? |
