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

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To: E'Lane who wrote (9289)6/7/1998 2:21:00 PM
From: RCMac  Read Replies (2) of 23519
 
E'Lane,

Absolutely no apology necessary, IMO. You did us a great service. The "rules of combat" frowning on unsubstantiated posts or posts w/o links shouldn't inhibit anyone from bringing such a well-considered and articulate post to the thread, and I for one think it's an important contribution, and one I'm glad was posted here (I would never have trolled through the "cesspool" of the Yahoo Vivus board for long enough to find it].

The Yahoo post is carefully thought out and detailed, as far as it goes. The next questions, for this thread, are:
(1) how good are its reasoning and its assumptions, and therefore its conclusions about how much Muse Vivus might sell? and
(2) the question the post challenges us to pursue, what are the likely financial results of that (or an appropriately adjusted) level of sales?

In particular, the Yahoo post concluded:
"$11,500,000 x .15 x 36 x 18 =$1.1 billion dollars of eventual MUSE sales outside the US [in addition to 300 million in the US]. This does not include a progressively growing and aging population.

"I hope this analysis helped.

"I would like for someone to calculate net EPS based on these numbers for the world market. Lets give an eventual target date for these numbers as the year 2000."

This thread failed to respond at all to that challenge when E'Lane first brought it to us in April, at Message 4053910
It drew virtually no discussion whatever.

Does anyone (in addition to Sal, who has made a start) care to take on the challenge now?

-- RCM
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