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

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To: VLAD who wrote (9757)6/17/1998 1:19:00 PM
From: Frostman  Read Replies (1) of 23519
 
Vlad, nice Job!

2)Vivus is fully aware of the shareholder sentiment and has no control of the stock price including the effects of the shorters.

*NASDaq stock prices appear to be largely the result of perception, an item that can be controlled to a degree with effective PR.

3)The main focus now is on production (new plant) and marketing.
vivus again has no control of external factors ie media hype of Viagra.

*Perception of Vivus is the result of factors like external media hype, an element that can be countered to a degree with effective PR.

5)Vivus looking very closely at costs and if it finds that the new sales reps are not effective they will seriously consider getting a large player to market/sell MUSE.

*That is new and good news!

6)Vivus has discussed PR help from Astra. Astra is very conservative in advertising and may help out but no promises.

* This is new and good news!

7)Vivus knows that things look ugly in terms of perception, stock price, Viagra--they are still confident that things will turn around in Q3 and Q4. They feel that US script numbers are the main focus and not international sales.

* I believe the entire picture should be the main focus IMHO.
PS, I have been buying lately. How's that for PR?

The stock just went under six, and another friend gets a margin call. Jump in ASTRA, or VIVUS, a kind word will help. I have little doubt that the future of Vivus is a good investment, but the carnage along the way upsets me folks, sorry.

Frostman



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