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

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To: g.w. barnard who wrote (10384)7/2/1998 1:58:00 PM
From: VLAD  Read Replies (2) of 23519
 
gw,

I guess that we know that international sales will do well. We also know that we will see a loss (First call consensus -.29) in Q2. Question is what do the institutions want to hear regarding domestic sales/marketing. I don't think the rental sales force was a bad idea--I don't think even a relationship with a big player would have mattered on the effect of the Viagra craze. I think the institutions would rather hear that a big brand name player is involved but I don't know that it will really effect the domestic script numbers. The Viagra craze is starting to settle and now with the safety issues alone we may see a natural rebound of script numbers. As I said before if the new scripts go up over 4,000 by months end, everything will end up fine. I think we will achieve those numbers without much problem.
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