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: RT who wrote (5568)	2/20/1998 10:42:00 PM
From: Tunica Albuginea	Respond to of 23519

RT, first off I did what you asked me: I put s positive spin on the numbers, gg. Second, thanx for the job offer I'll pass it along to junior. A rough idea can be had I suppose if you look at the fact that new scrips are 10324/last week which and the refills are 47% of that,4853. Again we come up with a ~ 50% response? Right? Where is our math Dept? As far as I am concerned I htink if this baby had enough product to sell, we would be hauling in car loads by now, rounded off to the nearest billion, without need for a formula,gg TA

To: RT who wrote (5568)	2/21/1998 1:07:00 AM
From: DR. BOND	Read Replies (3) \| Respond to of 23519

First off...I will post script data for wk ending 2/13 on Monday afternoon as well as script #'s for 1997. As for what the refill rate tells you RT, keep in mind that inventory at the retail level is still in short supply and only about 15,000 scripts can be filled each week due to capacity constraints. The fact that refills comprise almost 50% of total weekly scripts is very impressive to me. There is no way to determine how many unfilled scripts are in the hands of men waiting for this product (both new and refills). Next important event for VVUS...MCA Plant Approval..just "weeks away"! My guesstimate is early March! DB

To: RT who wrote (5568)	2/21/1998 8:24:00 AM
From: blankmind	Read Replies (1) \| Respond to of 23519

- RT - what's wrong with the refill numbers? - Perhaps I've been doing too much bean counting. But as long as these folks have $100+ mill in sales; perhaps $3+ in profits per share in '98; who knows what in '99?; can't meet demand; and have new capacity coming on line - what is wrong with the refill rate? - That's like saying, of the 200 mill Americans who have tried McDonalds, only 10 million came in this week. McDonald's is going down the tubes with such shabby repeat business. - Out.