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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: blankmind who wrote (4051)12/26/1997 2:08:00 PM
From: mc  Read Replies (2) of 23519
 
I believe VVUS management themselves already said expect to see about a $20 million reduction in cash & c.e. due to the new plant. And what prior plant expansion has there been that you're comparing this entirely new plant to? Product roll outs? They also haven't spent any $ on advertising yet - another cash depleter coming that I failed to mention. Also, what about Ireland - is that going to be free? When is it going to start?

And let me see if I get this straight - A decrease in A/R due to reduced sales is a good thing? Are you sure you're a CPA? A decrease in A/R due to more efficient collections is certainly a good thing, but, that was not my claim.

<<-- In fact, if VVUS is shipping less product, then look for A/R to shrink, which will also raise the cash position further.>>

You sure you want to stick to that?

So yes, I'll stick to my $70 mil. cash & cash equivalents come the end of Q1. If you choose not to assess the value of the rest of my post that's your decision. I don't really care.

Gary
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