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: Andreas Samson who wrote (18255)1/28/1999 10:38:00 PM
From: Greg22  Read Replies (1) of 23519
 
Andreas Samson: I think you are picking out the wrong bits of information.

1.) The big point, and I do not think many people caught this, is the new CFO stated that they have a business model that works and is fundamentally sound. The model is not aggressive, but it is very low risk and conservative.

2.) Safety, safety, safety. Muse is safe, Viagra is not.

3.) Leland must have stated at least 3 times that costs will be brought into line with revenues. There is room for further cost reduction at the plant.

3.) Not one person has noticed that domestic revenues increased. International sales are strong, the problem lies in overcapacity.
Nor, has anyone stated that the balance sheet is fundamentally
strong. Vivus also has an extra million in their pocket.

4.) Now the marketing partner. It is clear that Leland does have deals that he can sign at anytime. I am going out on a limb here, but the problem is some of the possible partners could just buy the company for $80 million rather than pay the $25 milestone. $80 million is a drop in the bucket for Astra/Zeneca. Obviously, this is not in the shareholders best interests.

It is my opinion that the business model described by the CFO is enough to interest new investors. We will find out tomorrow. And I do believe we will see a partner much, much sooner than most people expect.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News