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

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To: wvalx who wrote (21014)4/21/1999 5:32:00 PM
From: VLAD  Read Replies (2) of 23519
 
Folks,

The VLAD was smart enough to record the cc and I will try to transcribe it tonight and post it.

A few questions I have:

If a premature ejaculation product is expected to go into phase II later this year, why have we not heard about a phase I study before by Vivus. Why would they not discuss this prior to this point?

I have more questions that I will pose tonight but I was satisfied with what I heard.

Look at domestic product sales--they were $4.538M which is not much lower than last quarter. Indeed MUSE is selling itself without any marketing domestically. I think Lee said Vivus plans on spending $$ to market MUSE domestically (I'm not sure he said that but I will check) until a partnership agreement is signed.

I believe that at worse the cc was a non event. At best it shows more promise on the R&D front. Did anyone here actually expect Lee to announce a domestic marketing partner??? I sure did not! But I do expect him to sign a partner some time this quarter. If he doesn't then see me on my "other" thread.

VLAD

PS I think Lee is playing dumb and has something brewing here. The shorts aren't covering on any of my shares tomorrow.
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