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

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To: alan laValley who wrote (11248)7/12/1998 10:20:00 AM
From: betty moyers  Read Replies (2) of 23519
 
My vote would be for a buyout
Second choice a marketing partner

These observations on timing etc :

1. L. Wilson said they would have the Alza salesreps until the end of the year on a limited basis "to allow the time to decide on which partnering agreement to go with"

(I'm not so sure I want to pin my hopes on a quick announcement. Remember the FDA approval which the company said would be by the end of June. Some people hyped it to be coming much sooner. When it arrived on June 25th RIGHT ON SCHEDULE some asked why it was delayed.)

2. As to a company only being interested in >= $250 MM in sales. Vivus is certainly capable of that level with right sales approach. They were at $ 138 MM a year ago with a lousy sales approach.

3. I do wonder how Vivus is going to target PCP's now. I thought their FDA approval required Uroligist perscription? Enlightenment please

4. If the gene therapy shot develops into something really promising, then (in my belief) we could see real interest in a buyout or simply in a rising stock based on this potential

5. How can anyone proclaim that a marketing partner is not likely when Vivus already Has TWO ?!!!! Certainly J&J and Astra would be making proposals for the US market.
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