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

To: EyeDrMike who wrote (3581)	12/13/1997 2:41:00 PM
From: Linda Kaplan	Read Replies (1) \| Respond to of 23519

Sorry, Mike. I misunderstood you. As for the insufficient production, I don't really understand why they can't increase more quickly and open two new plants, I guess. Anyone? Yeah, I know. They'd have to decrease production by 50% in order to increase it by two new plants. Linda

To: EyeDrMike who wrote (3581)	12/13/1997 4:40:00 PM
From: James Baker	Read Replies (1) \| Respond to of 23519

<<<this company has an FDA and UK approved product that works, is going from 6,000 sq ft facility to 90,000 sq ft and which is capable of 8 lines of production. Advertising campaign around the corner as well as additioinal international launches. imo, they won't be able to make enough MUSE to satisy demand throughout most of 1998; what a wonderful "problem" to have.>>> But Mike, don't you SEE that all of this depends on the ability of management to put it together, get the production on line, have an effective ad campaign, boost sales, boost earnings and make us all happy (at least with our VVUS investments). NO PRODUCTION increases and all the rest of the promises are out the window for who knows how long. And then the small matter of PFE and Viagra ready to pounce on their share of the market. There are many that V will not treat effectively. There are many that would be helped by either medication. I would want every potential patient to start taking MUSE right now and never even seriously consider trying V. That would be the best marketing strategy for Vivus to be following at this time. But instead....... Jim