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

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To: blankmind who wrote (5840)3/9/1998 8:37:00 AM
From: RT  Read Replies (2) of 23519
 
blankmind,

<<anything remotely good-we'll see $40+>>

blankmind,

I see you also believe in miracles. I'm praying for one myself, but the reality of the situation dictates 40+ is a minimum of 1 year away.. The only way we will see 40+ is if Vivus dramatically increases market share after the launch of Viagara. With the higher tax rate now in effect, reduced overseas margins and the additional advertising expenses, Vivus will need a minimum of four additional lines running at the new facility before 40+ can become a reality. With Vivus already acknowledging a decrease in demand with no significant competition, I'd say we are in for a rough ride. Possibly improved muse formulations may be our saving grace, but how soon that will become available, is anybody's guess.
The only other possibility for a quick recovery, is the FDA'S delay of Viagara.

RT

PS. Dr. Bond has been mysteriously quiet. I hope he's not afraid to release the current scrip data.
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