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

To: blankmind who wrote (5605)	2/22/1998 7:33:00 PM
From: RT	Respond to of 23519

blankmind, Quit comparing my analogy to McDonald's which in fact is having a serious problem with customer retention. Burger King is eating their lunch. To the point blankmind, did you get a mail order degree in accounting or is this some self proclaimed title you bestowed on yourself. Vivus has virtually no competition in the ED market and the reorder rate appears to be 10% to 15% based on my calculations. If they are retaining only 10% to 15% of their patients with no competition what do you think might happen when Viagara enters the market. One other point, blankmind: Vivus will be expanding it's plant capacity by 400% hopefully within the next 8 months, and 800% within two years. Who are they going to sell all this product too with such a low retention rate?? Let's let DR. BOND talk with Vivus's management tomorrow before we continue this discussion. RT