SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DR.TECH who wrote (9937)6/23/1998 12:24:00 AM
From: bigg e  Read Replies (1) of 23519
 
DR.T...Same heard here about the direct marketing force. VVUS needs a well respected outside marketing company. J&J would suit just fine. I believe the street would gladly accept the concept as thus far the direct sales have been largely ineffective, hence a drain of capital into increased SGA. I believe international sales have been steady and increasing, enough it would seem to offset the initial decrease of the domestic scripts. Yet analysts continue to revise downward. Why? A few possibilities, 1) Large capital expenditure on ineffective advertising campaign, 2) Increased SGA due to expanded direct marketing personnel, 3) Delayed FDA plant approval (where product margins are greatly increased) along with commitment to overseas product at reduced margins. Every issue here should be addressed in the near future and if the domestic scripts continue an upward trend we actually may see an earning's surprise down the road.



Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext