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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: Brander who wrote (22573)10/29/1999 12:59:00 PM
From: Andreas Samson  Read Replies (1) | Respond to of 23519
 
Yes, Brander, I am entirely serious. Any calculus of Q4 earnings is based on closed door negotiations between VVUS and A/Z with regard to a) Italy milestone payment. b) disposition of pre-payments already received for future shipments, which, it appears, will no longer be shipped. This is not something an industrious analyst can track down through channel-checking, IMS data, inventory levels, etc.

When Charlie O. asked LW on the CC whether they would be receiving Italy payment, LW wouldn't answer. If this information was disclosed at a later date, if not from VVUS, then perhaps from A/Z itself, without sharing the same information with shareholders, then that is selective dissemination.

Of course, PW could simply be guessing. The confusion in the year-end numbers suggests a detachment and lack of interest which is telling.