VVUS: VIVUS INC. (NASDAQ) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tim Gardner who wrote (9338)	6/8/1998 10:44:00 AM
From: Andreas Samson	Read Replies (2) of 23519

I disagree. Leland failed to define the market for MUSE. He needed to draw distinctions between the various forms of erectile dysfunction and the role MUSE plays among patients with severe problems, as opposed to Viagra. He could not refute the core charge that Viagra has gobbled 2/3rds of its customer base (at least for now). When bluntly asked if VVUS had enough money to weather the storm he replied, 'sure, we have $44 million in the bank.' ....well, that's down from $84 million on March 31. With SG&A at $11M per quarter, $2M in R&D, and $1M in capital expenditures....that gives VVUS about a year to live if there is no reversal in market share

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next