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

To: g.w. barnard who wrote (3284)	12/10/1997 3:45:00 PM
From: Zebra 365	Respond to of 23519

Asensio is late. Asensio has a huge credibility problem after his attack on Zonagen where he made unsubstantiated claims of fraud by management and secret payoffs to researchers. If Asensio was short before today, he made money on VVUS. If he's trying to squeeze another point or two down, it probably won't work now. I would not worry about Asensio from here on. He has no influence on the real players. However I do wish that we had a Joe Podalski (CEO of ZONA) to do a conference call now for VVUS like Joe did for ZONA after Asensio's attack on ZONA. Podalski singlehandedly stopped a rout in the company stock, and all it cost him was an afternoon. Zebra

To: g.w. barnard who wrote (3284)	12/10/1997 3:48:00 PM
From: Steve Childs	Read Replies (2) \| Respond to of 23519

Vivus failed to provide any of the requested information. Asensio & Company believes Vivus' 25% sales drop is a result of poor product performance and early nonrecurring sales to undisclosed sources. Oh how nice. This is what I fear most: poor reorder rates. Script data provided by Bond showed a 31% renewal rate. Isn't that low in this business? If there is a shed of truth in Asensio's analysis (even though they are known short-sellers), VVUS is history.