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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: squetch who wrote (3715)12/10/1997 2:19:00 PM
From: Andrew H  Read Replies (1) | Respond to of 9719
 
Saw the VVUS news--what is happening is only a temporary slow down in production as they move some resources into their new factory. Soon they will have this 2nd factory operating and will be able to double their production. Looks like a buying opportunity! (:>)

The 25% decrease in product revs for the Q will be helped by a $4MM milestone payment for the approval to sell the product in UK. The real concern and question is Viagra.



To: squetch who wrote (3715)12/11/1997 1:01:00 AM
From: CYBERKEN  Read Replies (2) | Respond to of 9719
 
squetch,

I had decided to get out last night because there was no decent support for the stock after the UK approval, which I thought was very important to Vivus' future. I sure wish these companies wouldn't go to such great lengths to validate my opinions! Watching from the sidelines now just to see how limp Vivus actually gets. (:-<)-\...