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

To: LoLoLoLita who wrote (4622)	1/15/1998 7:07:00 PM
From: bigg e	Read Replies (1) \| Respond to of 23519

Dave...It sounds like Q1 estimates will be tough to call regardless of MCA approval or not. Between marketing campaign expeditures, no clear definition of european product margins, no info as to current or estimated production capability at new facility and no info as to "at risk" product currently in inventory it's hard to say what the numbers could be. Hopefully the VVUS IR phone line was very busy post CC with analysts calls addressing some of these issues. Long term they seem to be on track. Short term , I think there are too many unknowns for any analysts upgrades or major uptrends in the stock.

To: LoLoLoLita who wrote (4622)	1/15/1998 9:01:00 PM
From: Anaxagoras	Respond to of 23519

Hi David- <<I don't think we're going to see any upgrades until VVUS gets MCA approval of the second factory, expected mid-Feb.>> This is the second time I've heard this and I think it is in error. It's very important to correct this so that expectations are not disappointed. What will hapen in mid-February is that Vivus will file the letter addressing the concerns expressed by MCA after their previous visit. This will also be the case with the FDA papers. Whereas MCA will probably not have to visit the plant again, and approval is quite likely, the time frame on this expected approval after filing was explicitly avoided by Wilson when this question was raised. He didn't want to give a time frame. I personally wouldn't be surprised if approval didn't take until at least late March. Corrections welcomed. I'll hopefully get a chane to listen to the replay. Anaxagoras