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


To: Evan Dimmer who wrote (3296)12/10/1997 4:24:00 PM
From: Steve Childs  Respond to of 23519
 
From the Asensio release. Who's the scripts expert here? Dr. Bond, is that you? I forwarded this to the company and strongly suggested they need to respond to this release immediately, on the wires. I hope if they do they will also do some bashing of their own about Asensio.

In letters dated October 10, 1997 and October 17, 1997 Asensio & Company, Inc. advised Vivus, Inc.
(Nasdaq: VVUS - news) that it had reviewed certain of IMS America's Pharmaceutical Industry Research
Data pertaining to the sales of Vivus' Muse product. In particular, Asensio & Company reviewed IMS'
National Prescription Audit (''NPA'') data for new and refill Muse prescriptions for the six (6) months
period ended September 30, 1997 and compared Vivus' reported sales for the same period to the IMS
prescription data. As a result, Asensio & Company found that a very significant portion of Vivus' Muse
product sales were allegedly sold through outlets not monitored by IMS' NPA service. NPA is the recognized
industry leader providing a complete and precise view of the prescription marketplace. Asensio & Company
requested a description of Vivus customers not tracked by IMS' NPA audit or other information that could
explain the discrepancy. 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.



To: Evan Dimmer who wrote (3296)12/10/1997 4:26:00 PM
From: dan grone  Respond to of 23519
 
You're being hard-headed, unlike the test participants.

Dan



To: Evan Dimmer who wrote (3296)12/10/1997 4:30:00 PM
From: rt1^  Read Replies (1) | Respond to of 23519
 
Ed,

<Holding until it hits 20 again! (whenever that is, 10 years?)
(Please tell me I am right!)

I have no idea Ed, I'm a Day Trader, not an investor.
I do wish all the Best of Luck though.

rt



To: Evan Dimmer who wrote (3296)12/10/1997 4:59:00 PM
From: raymond marcotte  Read Replies (1) | Respond to of 23519
 
evan, sometimes the most difficult thing to do in this life is to just sit on your hands. $20 is much better than $40. but there are times when you can't afford to hold on! this may be one of them.

the press release is fatal.

"A study of 123 impotent men treated with Vivus' Muse product at the Centre for Impotence and Fertility in Rome, Italy found
that Muse failed to make 121 of the penises rigid. This test's endpoint was very different than Vivus' 1996 study, which used an
''Erection Assessment Scale.'' The Italian study actually measured the rigidity of each penis and concluded that the penises
were not hard."

surely this is a tough one to get caught up in, but you are better off taking you medicine now. sell on any recovery and invest the balance in something with more solid prospects - like merck, lily, or pfizer. the landscape is littered with companies that never recovered from such a turn of events.

we all have had our disasters and incredible misfortunes. it may be good to avoid denial and deal with yours straight on. get proactive and prepare to move on with a good lesson under your belt. the guys that were in at $40 in early october and still waiting will be suffering for a long, long time.

ray