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

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To: VLAD who wrote (18270)1/28/1999 11:22:00 PM
From: Andreas Samson  Read Replies (2) of 23519
 
Vlad, here is the exact quote: '...4Q international revenue down $8.3M, due to delay in int'l approvals and launches...our partners are CURRENTLY HOLDING inventories for these launches, and we DO NOT ANTICIPATE SIGNIFICANT ADDITIONAL SHIPMENTS TO THE PARTNERS UNTIL SECOND HALF OF 1999.' End quote.

What's to mis-interpret here? They've already filled the channel. They will not be sending more, i.e., generating new int'l profits, for two quarters.

Ergo, Q1 and Q2 will not be profitable.

Remember, I'm not the bad guy.
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