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

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To: Mkilloran who wrote (20172)3/30/1999 1:50:00 AM
From: VLAD   of 23519
 
martin,

Once we get global marketing expansion of MUSE Vivus will be able to generate substantial earnings. MUSE product sale income alone will easily bring Vivus over $1.00/share annual earnings income. I think we will see this level of income starting with the European launches and Vivus will build earnings momentum as a domestic partner is signed and countries such as China and Japan get on line.

I think that the female SD product will eventually generate greater earnings income than MUSE and Alibra combined. The question is exactly how quickly can Vivus get such a product through clinical trials and on the market. I believe that information regarding this new product will give Vivus share price upward momentum as developments continue to unfold and more information is released by Vivus.

I wonder if the development of such a product will be primarily Vivus' responsibility or whether it will be in the hands of a larger player that will eventually market the product. IMHO Astra/Zeneca will be our eventual domestic marketing partner for MUSE and then Alibra. I also feel that they will give Vivus all the necessary backing (financial and otherwise) to get the female SD product on the market ASAP.

I am also very curious about the new product technology recently aquired by Vivus. I expect that we will all know about this no later than by April's conference call.
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