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

To: MIKE DUBIS who wrote (3027)	12/4/1997 6:55:00 AM
From: RT	Read Replies (1) \| Respond to of 23519

Mike, VIVUS GETS NO RESPECT! When you factor in estimated 4Q earnings Vivus will be selling at a PE of 17. The industry's average PE is 43 !! It's apparent investors are concerned about Vivus's ability to maintain or expand it's market once Viagara hits the market. I personally see little downside risk at this point but I won't expect any major move past the low 30's until after Viagara is launched and Vivus proves it's still a major player. Vivus will always be viewed with a bit of skepticism as long as it's a one product company. They are too vulnerable and need to expand their product line beyond muse. In the meantime, will just have to wait and see. Still a Believer, RT

To: MIKE DUBIS who wrote (3027)	12/4/1997 11:53:00 AM
From: Don Dunlap	Read Replies (1) \| Respond to of 23519

Mike, <<What do you mean when you say "vvus is looking better than ever?" Certainly, you don't mean the stock price.>> No, not the stock price. Fundamentally, VVUS looks better than ever. A number of hurdles have been cleared: UK approval, FDA approval of production procedures at existing factory, real earnings, a successful product release, much closer to the date of a new factory on line, continued product demand. Viagra has always been a known threat, so I don't count it as deteriorating fundamentals. If you want some more detail of what VIVUS has overcome, read the thread "Vivus Why the Slide" around Feb 97 thru May 97. A lot of the short arguments had some validity at the time.