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


To: Linda Kaplan who wrote (3381)12/11/1997 9:00:00 AM
From: blankmind  Read Replies (1) | Respond to of 23519
 
-- Great product but lousy production has 3 cures:

1. Contract out production - to either a generic drug maker with x/s capacity - or to a "Merck-type" or

2. Hire on a project manager with a track record who can get the Lakewood, NJ plant up and running or

3. Sell the company to J&J or Merck - heck, with the product revenues and stellar balance sheet - $40 a share would be a nice point to start a bidding war

Out.



To: Linda Kaplan who wrote (3381)12/11/1997 9:04:00 AM
From: Chip Roos  Read Replies (1) | Respond to of 23519
 
Wasn't that a crazy observation on my part???



To: Linda Kaplan who wrote (3381)12/11/1997 9:15:00 AM
From: Zebra 365  Respond to of 23519
 
Asensio is full of #@%*!!

The problem is one of production and regulatory approval of that production, not one of demand or efficacy. They will be ramped up in time to meet the collateral demand that the release of Viagra will cause.

VVUS Management did not sleep well last night either, they are preparing to release more information, which will be available to all before the sun rises on Friday. No exact time yet. They are not insensitive to their shareholders.

I have increased my position by 50% yesterday. I slept fine last night.

My advice, don't sell below 30 unless you absolutely have to.

Good luck all.

Zebra

P.S. If you are short at 13 on this stock you've got to ask yourself one question, "Do you feel lucky?"