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


To: DR. BOND who wrote (3320)12/10/1997 6:01:00 PM
From: Linda Kaplan  Respond to of 23519
 
RT,

I agree. I don't think sales are soft.

Linda



To: DR. BOND who wrote (3320)12/10/1997 6:47:00 PM
From: Steve Childs  Read Replies (1) | Respond to of 23519
 
5. As for Arsenio and the Lancet, mgmt. discredits their accounts and stands by their positon that MUSE not only works well (approx. 65% ethicasy) and that IMS data does not reflect the true picture (Arsenio).

Dr. Bond, perhaps Vivus' management has 65% ethicasy, but Muse has 65% efficacy. ;-)

Thanks for the update!



To: DR. BOND who wrote (3320)12/11/1997 5:53:00 AM
From: RT  Read Replies (1) | Respond to of 23519
 
DR. BOND,

Glad you were able to hear from Nina .

1. Did she explain what production equipment was moved to the new plant and the specific reasons why?
2. Did she clarify if they actually moved a production line to the new plant or is this problem mostly a man power issue?
2A. If this was a man power issue now that the plant has had its MCA inspection why will it take till Jan to bring production back up to 100%
2B. Did she mention when the FDA will visit the plant and is it ready for an FDA inspection?
3. Am I correct in assuming that the new plant is ready to produce in January but that the MCA approval may be delayed to Feb.98.and that is the only delay.
4. Did she say how much product has been stockpiled at the new plant for immediate release upon certification?
5. Did she mention how many shares the company has bought back so far. (A large buy back will add much needed credibility to their story.)

If what she said is accurate I feel this is just a temporary setback and Vivus will recover quickly.
The real problem is to convince Wall Street that product demand is still strong and that this was merely a production problem which will be shortly rectified.

RT