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

To: Peter Paulissen who wrote (3570)	12/13/1997 1:07:00 PM
From: Musa Goksel Bulat	Respond to of 23519

What could be wrong?, they just got an aproval from UK. Even if demand slows down in US, they have the whole international market, they have a product (patent too) which works and they have been making money. I have been thinking about what serious problems could there be, I couldn't find anything. Now whole market is in a negative mood and shorts are attacking all the companies which has a slightly negative news. I believe moving some equipment to a new plant was a smart move, and one quarter production slowdown doesn't concern me at all as long as demand is there. In CC demand question was asked many times and it was confirmed that demand is solid. Without any ad campaign selling $100 in 9 months is a great succes. Don't forget this is not a product which will sell by word of mouth, most people specially older people don't like to talk about this subject. May be patients who purchased Muse are not using it often even if they are happy with it. Again what could be fundamentally wrong? (other than loss of confidence for management, for example genesis reiterated strong buy rating on October 28 with price target of $75, citing that production rate is same as Q3 and they are selling whatever they make. I am sure he made this announcement after talking to company. If I were this analyst I would be really pissed off. He reduced his rating to Hold at this price probably just because of his anger towards management.)