VVUS: VIVUS INC. (NASDAQ) Message Board

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

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To: VLAD who wrote (9189)	6/5/1998 12:42:00 AM
From: Andreas Samson	Read Replies (1) of 23519

>>Q4 revenue dropped because of production constraints when moving one line to the new plant and Q1 '98 was lower due to lower margins since product was committed to Astra....Vivus was shipping product at the end of the year to the wholesalers to make up for the production delays earlier in the quarter.<< This is the VVUS management line on the last two quarters and it has never satisfied me. Nor do I believe it satisfied analysts. VVUS was over-producing during Q397 sufficently to cover a supply shortfall Q4....attributing a 25% reduction in revenue to 'switching one line' from one plant to another was an effort to disguise a slackening in demand. Listening to the conference call in December, the anger and outrage on the part of analysts was palpable. They just didn't buy it. And they were right.

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