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


To: Cacaito who wrote (3664)12/14/1997 11:41:00 PM
From: blankmind  Read Replies (2) | Respond to of 23519
 
-- Vinik got out - but I believe at a loss if I'm not mistaken - as he purchased high and sold rather quickly. See the 13D's on Edgar.

-- I also saw another big holder - Ardsley Advisory Partners - own like 13.5% or so. I'm impressed. Any thoughts about this investor owning so much VVUS?

sec.gov

Out.



To: Cacaito who wrote (3664)12/14/1997 11:48:00 PM
From: blankmind  Read Replies (1) | Respond to of 23519
 
-- Just thinking - Short Squeeze - b/c:

1. 10+ million short position on 11/15/97.

2. Ardsley owns 13%

3. Positive Conference Call

4. 1.6 mill additional shares to be bought back & plenty of cash to do so.

5. The new short position for 12/15/97, will be in this Sat.'s Barron's. Hopefully, it'll still be over 10 mill.

6. January effect.

Out.



To: Cacaito who wrote (3664)12/15/1997 12:57:00 AM
From: Andreas Samson  Read Replies (1) | Respond to of 23519
 
>>Vivus 1998 sales if double $200,000,000
margins down to 40%<<

What are you basing this on? Margins will drop with mass production, but I don't know how you get 40%.