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

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To: VLAD who wrote (9189)6/4/1998 10:54:00 PM
From: Early Out  Read Replies (2) of 23519
 
Vlad:

I know exactly what you are saying. Is your wife a big city pharmacist?

Town of about 100,000 or so.

Q2 no doubt will be hurt by Viagra and Q3 may also be effected. Q3 May be better than expected if the new factory has 4 lines up by June as Wilson mentioned and a lot of product is booked overseas.

At what point do you get concerned? It sounds like you are willing to go until Q4. What happens if revenues aren't picking up by then? My understanding is that most people who are in VVUS for the long haul, not the short-term traders who thrive on its volatility, are in it because they feel Viagra has opened up a bigger sandbox to play in. However, at some point the rubber has to meet the road, and VVUS has to show that its smaller piece of a bigger pie is helping them grow.

-jsc
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