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

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To: Mkilloran who wrote (13347)8/14/1998 7:08:00 PM
From: VLAD  Read Replies (1) of 23519
 
martin,

There are a lot of stocks that were once at the 4-6 level and within 12 to 18 months have run up to as much as 10 to 20 times higher. I remember CTXS not too long ago at 5 which is now at around 70.

The one thing I still like about Vivus at these levels is that the potential of a turn around is still above average. When I look at small cap biotech companies similar to Vivus most have no product to sell and most have never turned a profit and many are priced a lot higher than 5 bucks a share.

A big part of Vivus's problem has been all the negative exposure it recieved since Viagra. Many of us believe that there is plenty of room in a hot growing ED market for Vivus to thrive even with oral medications available.

We hear a lot of promises of this potential ED drug or that potential ED drug. Bottom line is which companies are actually producing an effective non injectable product that is on the market and selling. Last time I checked I only remember 2--Pfizer and Vivus. Orals such as Vasomax are already known to be marginally effective. Topicals such as MCHM and HVSF are pie in the sky never to be practical and effective products. Other orals mentioned (eg ICOS) are years away from even gaining FDA approval if they ever do get approval.

Bottom line is that we have an effective product which still has a real place in the treatment of ED. If Vivus management does get it together those who are still holding Vivus stock should eventually be rewarded. Our current suffering can only be rewarded if Vivus management can get its act together and prove the sceptics (and shorts) wrong. Time will tell. We will know for sure by Q4 earnings.
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