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


To: Anthony Ostroski who wrote (5519)2/18/1998 11:35:00 PM
From: go_bucks  Read Replies (1) | Respond to of 23519
 
Hi Anthony:

New 10,324 up 7.4%
Refill 4,853 up 1.5%


It's UP 1.5%... i don't know how it compares w/ old data
but let's just assume under the WORST case the ad campaigns did
NOT increase demand.. and NEW FILLS stay flat..

A refill of 4853/average new fills of 10,324 = 47%

Looks pretty good to me

Charlie
p.s. lesson learned from VVUS.. sell when everyone is buying
and BUY when people are panicing (like this week!!!)



To: Anthony Ostroski who wrote (5519)2/19/1998 7:03:00 AM
From: blankmind  Read Replies (2) | Respond to of 23519
 
- Script data is fine.

- The percentages are from the previous week's numbers. So if Vivus is doing $120 mill a year; then any increase is great news. In fact, 7.4% increase on new scripts - is wonderful.

- Also, the American market is only one market. Multiply VVUS's success to 180 other countries - realizing that some will be flops and others more successful - and that's where the potential lies. In fact, that's how all the other drug companies got to be so darn big.

- Out.