Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: EyeDrMike who wrote (4407)	1/7/1998 11:34:00 PM
From: RT	Read Replies (1) \| Respond to of 23519

>my take here is that any MCA delay is good news< Mike, How can that be good news? The old plant is MCA approved and they must use it's products to ship to the UK. Any delay in MCA approval at the new plant would be BAD news. RT

To: EyeDrMike who wrote (4407)	1/7/1998 11:55:00 PM
From: Cacaito	Respond to of 23519

MCA delay is not good at all. My understanding is that the new plant porduction could not be sold in the US due to lack of FDA approval of new plant (which will be later than MCA approval anyway). The production from new plant will go to the UK upon approval by the MCA, if this is delayed then Vivus is on contract with Astra to provide the product from the old plan (the only that could be sold in the US). Then freezing of the new plant product with MCA delayed, plus cannibalizing of the product at lower price to send to Astra will be a double loss of revenue. And that is why First Call Estimates are so low for 1st and 2nd quarter. Could they deal with Astra on this? I do not want any buyback (not that the company cares), I want the money expend in research faster, or new business. Grow the company, and the earnings and the shares will not matter then they will need a split.

To: EyeDrMike who wrote (4407)	1/8/1998 10:38:00 AM
From: LoLoLoLita	Respond to of 23519

Mike, Per Nina yesterday. The second factory is not expected to receive FDA approval until Q2. It is my understanding that they cannot ship product from second factory to U.S. distribution until that FDA approval is received. Does anyone here remember exactly what they said in December CC about expected approval date from MCA for second factory? (I remember that Leland said January, but I may be mistaken.) Until they have MCA approval of second factory, the little 6000-sq-ft first factory has to supply BOTH the U.S. and U.K. This could be a very tough act once the demand starts jumping up from the ad campaigns. Maybe a second (third?) questioner to IR on this topic could help clarify. 650-325-5511 (PT). Nina has a "young man" who returns her calls. Ask him a question that he can't answer and he may pass you over to Nina. You may also be able to get on their fax invitation list for the forthcoming CC. David