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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?


To: oldirtybastard who wrote (8938)1/8/2002 1:19:58 PM
From: who cares?  Read Replies (4) | Respond to of 19428
 
I assume you're referring to that article in the new Car and Driver with the ugly Lambo on the cover. When I read about the CEO's resume being bogus I kept thinking it was an OTCBB pump and dump. That article mentioned that they had $100mm in cash, but looks more like $10mm and $98mm in marketable securities. Haven't went through filings to see what they consist of, but doubt the cash will last long now, since they have to pay to get on TV, lol.



To: oldirtybastard who wrote (8938)1/16/2002 3:12:09 PM
From: Sir Auric Goldfinger  Read Replies (3) | Respond to of 19428
 
VVUS 4 Ice Queens! (the pig has arisen from the dead): SMARTMONEY.COM: One-Day Wonder: The Female Viagra?
2001-12-14 17:58 (New York)


By Lawrence Carrel
Of SMARTMONEY.COM

- ----------------------------------------------
Vivus (VVUS)
Share price as of Thursday's close: $3.99
Share price now: $5.46
Change: 36.8%
Volume: 3.6 million shares, daily average 108,200
Last time this high: Aug. 11, 2000
52-week high: $5.25
52-week low: $1.590
Forward P/E before announcement: n/a
Forward P/E after announcement: n/a
- ----------------------------------------------
FORGET ABOUT BUILDING a better mousetrap. Remembering what Viagra did for
Pfizer (PFE), investors beat a path to Vivus's (VVUS) door Friday on news that
the company has developed a treatment for female sexual dysfunction. The stock
rose 37% after Ken Trbovich, an analyst at C.E. Unterberg Towbin, trumpeted the
drug and raised his rating to Strong Buy from Buy.
Vivus has been down this road before. It was one of the first companies to
come up with an effective treatment for male impotence. But the process proved
too invasive for most men, and the company got sidelined by Pfizer and its
Viagra. This time, though, companies with rival pharmaceutical solutions for
female sexual dysfunction - such as Pfizer and Eli Lilly (LLY) ICOS (ICOS)
joint venture - have failed to demonstrate benefits in early trials. While
those companies relied on pills, Vivus's Alista is a topical treatment believed
to increase blood flow to the female genitalia.
Trbovich's rating is based on positive results from a Phase II study of
Alista as reported by the company in a Nov. 29 press release. The actual data
from the study won't be released until May. But Vivus said the study found
statistically significant differences between the responses to Alista and a
placebo among 79 patients.
Although the drug needs to go through many more trials, and won't become
commercially available before 2005, Trbovich focused on the positives. There's
now no product to treat female sexual dysfunction, which is reported to some
degree by 43% of all women. That compares with the 31% of men who suffer from
some form of erectile dysfunction, and who currently comprise a $1.5 billion
market.

Quote

"We previously ignored the potential value of Alista due to the lack of
supporting clinical evidence," wrote Ken Trbovich in his report Friday. "Now,
Alista appears to be Vivus's lead compound. On its own, Alista could be worth
$5 per share, nearly the value we assign to Vivus's other compounds combined."
For more information and analysis of companies and mutual funds, visit
SmartMoney.com at smartmoney.com.