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

To: EyeDrMike who wrote (3512)	12/12/1997 1:55:00 PM
From: Evan Dimmer	Read Replies (1) \| Respond to of 23519

I spoke too soon before, but I now believe that the worst is over. The volume has completely dried up compared to this morning. I believe that the major selling is over. Now we are positioned to work ourselves back up. I just added 25% more VVUS at 11.625 and feel that we have found a nice bottom. It seems very afraid to break through 11.5 and we have bounced off of that a couple of times now. Although, I am not a professional TA guy. I also think that with an up market on Monday, and hopefully the major portion of next week after this 3 or 4 day sell-off, VVUS will head back up towards 14 or 15 next week. Just my thoughts. Ed

To: EyeDrMike who wrote (3512)	12/12/1997 2:45:00 PM
From: BigKNY3	Read Replies (1) \| Respond to of 23519

I hope this does not sound like I'm placing salt in the wound. However, I am concerned that some VVUSers are randomly "doubling down" on their VVUS investment. I remember the days of CAI Wireless where everyone doubled down as it dropped from 15 to 1. For what it's worth, here is a copy of a post that I placed on the AOL Motley Fool Vivus Board back on October 19, 1997. Several VVUSers attacked the post as dishonest figuring that I was a disguised short seller. I still have never shorted a stock in my life. Oh, well!!! Best of luck! BigKNY3 PS I appreciate the courtesy shown by this Board to this well-known PFEr ____________________________________ Subject: Re: Vinick / BigKNY3 Date: Sun, Oct 19, 1997 10:50 EDT From: BigKNY3 sharikwa <<what you think of Vivus?>> I do not have have a long position in VVUS or expect to have a position in the future. It does not fit the profile of companies that I like to own (too risky and volatile). I have also never shorted a stock or plan to! Although I do not have extensive knowledge about VVUS, here are some general observations: 1. VVUS is currently a one-product company in a significant active therapeutic area. The ED market will dramatically change and grow during the next two years. 2. As a relatively brand new company, VVUS management is bound to make some big mistakes concerning forecasting, production, marketing and dealing with the FDA. These mistakes could have a significant adverse impact on VVUS. 3. Major VVUS posters have absolutely no knowledge of the pharmaceutical industry or pharmaceutical marketing and are relying on their price trend charts to determine the future of MUSE and VVUS. A big mistake!! Even worse, some posters spread misinformation about competition to suit their current positions. In the end, facts, experience, and patient preference (not misinformation) will win out in the marketplace. 4. VVUS seems to be a magnet for momentum investors. Just check out the Silicon Investor VIVUS Board for further evidence. As a result, short-term 20%-50% swings (up and down) can be expected. If you hit the timing right, there is an opportunity to make money. But, you also need to know when to get out. This is not a buy and hold stock! 5. Oral medications should be introduced in the ED market in 1998. Their impact on MUSE is unknown. Moreover, news about the oral drugs will probably have an adverse effect on VVUS. VVUS is down 15% since the announcement of Viagra's NDA submission on September 29th even with a one day spurt on 9/30/97.. VVUS management is putting on a happy face about an expanding market. But, in reality, nobody knows what will happen until the oral products are available. Regardless, this is a major factor for VVUS that brings significant additional risk ...and possible opportunity. Best of luck to all VVUS investors, BigKNY3