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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ)
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To: DaiS who wrote (12738)8/6/1998 12:43:00 PM
From: betty moyers  Read Replies (1) of 23519
 
DiaS Indeed his message is somewhat confusing and not really very informative.

He states that the other countries WILL be started up in Q3. We are almost half way through Q3 now!? He seems a little dated.

Also, I would think someone in Astra has more current sales numbers. He only has through end of June.

As to figuring out the units and the revenue question, I can't do anything with his number of $ 3.8 MM as like you I don't know what it refers to.

Here is where I am at on the whole question. I sent an e-mail yesterday afternoon to Nina (will wait til Monday to send another if no reply) hoping for some confirmation on numbers. I asked for confirmation of product output and product cost at both locations. Also I asked the critical question of when Vivus receives revenues from the product, i.e. is it when the ship it to Astra and Janssen or is it not til after the product is sold by their middle men (Astra and Janssen). I did not ask how much they are paid. Decided to leave that alone for now.

I would think that Vivus's responsibility is to manufacture product and ship it to Astra and Janssen. At that point they should be done and receive payment (30 day invoice whatever). Astra and Janssen now own the product and can do as they like, which is presumably is to market it to the public through the doctor/pharmacy route. So we have a manufacturer (Vivus), a middle marketer/supplier (Astra and Janssen), and a retail operation (doctor/pharmacy). This to me seems logical just as is done with many products in the nom-medical world.
Manufacturer==> Wholesaler ==> Retailer ==> Public

Now that brings us to the $ 9.8 MM Rev in Q2 for international sales. It would not represent the amount of product actually sold to the public but rather the amount sold to Astra and Janssen. If these 2 are buying everything Vivus makes this quarter (except for the massive (I could not resist) US sales) to fill pipelines and launch the product in these new markets then Vivus will receive and book revenues in Q3. But until all pipelines are full and all countries launched, the Revs that Vivus reports do not represent product sold at the consumer level only product sold to their two customers. Thus, Vivus only has 2 customers internationally and then the US market.

I know I was wordy and redundant. But I've been pounding my head about this. This is what makes sense to me.
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