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

To: John J H Kim who wrote (5498)	2/18/1998 3:37:00 PM
From: Tunica Albuginea	Read Replies (3) \| Respond to of 23519

need to separate perception from reality. We all know what Vivus can do as it are been posted in this board several times. Great co, great product. But what is the perception? The perception is that there is a cure all pill. That perception has not been tested in the market yet. Until it does nothing will convince the hopeful buyers out there. The fact that the principal investigator of Viagra Tom Lue says a few months ago when he said that Viagra was a great drug but the " he would not buy PFE at 57" ( now 86 ) because "it was too expensive"( as quoted in Barons ) clearly indicated that he was not seeing dollar signs in front of Viagra. But that and PFE's PE of ? 45 mean nothing to a determined and hopeful bull with the side blinders on. So as a good investor I am now on the side. Still long with enough stock, but 75% of my investment money in cash, PLUS, I can add margin to that. We have to see how much pain current Vivus investors can tolerate in stock price reduction as the shadow of Viagra's forthcoming? approval nears. Somewhere there you get back in. At $ 10? $9? $8? . Who knows. Investors are emotional people gg. Barons last summer praised Electroglas savagely beaten down to &8 /share; it went to ~37 and then back down to 12 recently until Barons came out and praised it again. Same company all year!! In America, perception is reality.Difficult to change that. Quote of the day: " The market is a voting machine, whereon countless individuals register choices which are the product partly of reason, partly emotion." Benjamin Graham ( a sage dear to the hearts of you value types, gg ) TA