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


To: LoLoLoLita who wrote (4274)1/4/1998 12:31:00 PM
From: Evan Dimmer  Read Replies (2) | Respond to of 23519
 
Do Viagra (Pfizer) and Vasomax (Zonagen) have to get the same kind of approval from the individual countries too? If so, have either gotten that yet? I assume that Viagra hasn't, based on the fact that it isn't even out in the U.S. yet. Is this correct?

Ed



To: LoLoLoLita who wrote (4274)1/4/1998 1:53:00 PM
From: RT  Read Replies (2) | Respond to of 23519
 
To All,

To all the loyal Vivus investors who experienced the financial holocaust of 97, I give you my condolences. We were all deceived by inept incapable leadership in the ranks of Vivus.
The people whom we entrusted our hard earned dollars deceived us. Whether deliberate or unintentional my confidence and that of Wall Street has been visibly shaken.

Leland, has lost the respect of Wall Street and without it, we the shareholders will suffer for a long time to come. There are too many unanswered questions with this company, and management has consistently refused to adequately answer fundamental questions asked by analysts. During the C/C call when one of the analysts began a series of questions about the production shortfalls, Leland said I know where this conversation is going and I do not want to go down that road. When other key questions about backlogs where asked, they refused to answer. Because of these stonewalling tactics, the street has put up a RED FLAG at our doorstep.
Can anyone give me a reasonable explanation why the company refused to answer such basic questions? What are they trying to hide?

I personally hold Leland responsible for this dilemma and solicit his resignation. The CFO who just happened to sell ALL of his Vivus shares just prior to the big slide also raises another RED FLAG. His apparent selling definitely raises suspicion and he also should resign. A CFO who holds no vested interest in the company he works for needs to be employed elsewhere. He lacks the integrity that this position requires.

Vivus, at this time needs a seasoned street smart leader. We cannot afford any more missteps.
Because of poor leadership, Vivus is in one precarious dilemma. If management fails to bring the old plant up to previous production levels how are they going to deliver the additional product needed once the advertizing campaign is initiated in Feb. 98. If the old plant can only produce 600,000 units a month vs. 800,000 units why bother to advertize.
This problem can be further compounded if the new plant does not receive its MCA certification later this month. Vivus will be required to ship products from the old plant at reduced profit margins to the UK. ( $7.00 vs. $17.00)(This will really hurt the bottom line).
Let us pray, the MCA certification is received by the end of January and that the FDA certification is received by April 98.

If Vivus can get its operation back on track and expand the new plant to four lines by year end, (triple production) we may all come out of this fiasco smelling like a rose. Until then, HOLD YOUR NOSE!
The other big lingering question comes down to product demand, WILL IT BE THERE?

Critically Wounded and Long,
RT



To: LoLoLoLita who wrote (4274)1/4/1998 5:24:00 PM
From: blankmind  Respond to of 23519
 
<<To all the prescribing M.D.s: how painful
is the application process? How many patients are averse to trying
it? And, how many adverse reactions are found to the applicator?>>

-- You come up with some great questions. I pursued the above question with one of the main analysts, and he said it was like contact lenses. According to him, and the others I've discussed this with off-line, it's 2-3% of the people can't take the MUSE product. They mentioned the original studies and anecdotal stories.

-- Not sure if you also asked about the number of votes - when shares are shorted? For instance, at the annual meeting, will 34 or 44 million votes be cast? Anyway, whoever asked it, I'm pursuing the answer and can't find a definitive answer from anyone.

Out.



To: LoLoLoLita who wrote (4274)1/4/1998 7:59:00 PM
From: Edderd  Read Replies (1) | Respond to of 23519
 
David,
Many patients are reticent to stick a small plastic device into the urethra but when their choices are a needle stick or the cumbersome vacuum device they are frequently willing to try. The application process is actually painless and very simple to perform. Anxious patients do need intruction (other than a video) and usually find it not a problem. The drug itself however can be fairly irritating and also cause burning in the vagina. These patients rarely continue the MUSE. The insertion is not really a problem once the patient learns to do it correctly. Interestingly (?) the product that HVSF uses is the urethra is said to be painless. Until a magic pill (Viagra is not) comes along MUSE will have it's market and worldwide it will be big. IMO
Ed