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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: Early Out who wrote (9190)6/4/1998 11:28:00 PM
From: g.w. barnard  Read Replies (1) of 23519
 
john & vlad,

i too am concerned about earning this quarter and the impact on cash researves.

some food for thought.

1)we know scrips are down signficantly (faber says 70%)
2)according to leland gross margins can be expected lower this qtr.
3)in the latest 10q starup cost for new plant continue to impact revenues
4)we have a little over 3.8 mill cash left (heavey expenses associated with new plant)
5)additional expenses with the training of 200 new salemen which was expected to be completed by may of 1998. (i have put this at about 3mil since leland will not comment on it tell after earning are out).
6)increased direct marketing costs
7)capital expenses associated with the manufacturing facility in europe.
8)company anticipates the need for additional financing
9)so we have additional capital requirements with less capital to draw from, we have lower gross margins due to higher startup costs, we have decreased going forward earnings for at least this and the next qtr.
10)earnings which will i calculate at 25 to 45 cents a share loss.
11)mgmt setting on their &%$#@ and letting media eat us for lunch.

now for the brighter side:
1)we will get a smaller piece of the larger pie in ed field.
2)media blitz will grind down and hype pendlum will swing our way again.
3)international produce will continue to improve although with less margins.

all in all we are in for some tought times in the short run and for those who have the stomach possible a tremendous buying opportunity.

gw
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