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: DR. BOND who wrote (5743)	3/2/1998 8:54:00 PM
From: EyeDrMike	Read Replies (2) \| Respond to of 23519

<<I for one, am going to give this company and it's equity one more month to "regain street confidence" and begin rewarding it's investors.>> It sure is hard to sit back and watch what's been going on since december. The production decline for the 4th Q, and the response to it from the street, as well as the nearing approval of Viagra, has put this stock price about 6 months behind where it should be. Sure, there are a couple of other factors at work, but the main thing is the issue Dr, Bond brings up. Just how long should a Vivus investor sit and wait til he is shown light at the end of the proverbial tunnel. The dip in share price was expected because of the anticipated approval of Viagra. But the other things that have gone on in the past few weeks, have magnified this dip. Unless Viagra is some kind of wonder drug, and no one knows for sure, Vivus should begin to recover over the next few months as MCA and FDA approvals are announced, and some of the expected 20 new international markets are announced. And you have to also factor in the remain payments due from Astra., Vivus has only received some of the $30 million agreed upon. Can we expect to see improvement in a month? Tough call. MCA should be done deal by then, and FDA close. But throw Viagra into the mix, and one month out is still cloudy for me. We could also have additional international approvals announced in that time frame One other note, Vivus could potentially pop upon Viagra approval. Seems to me all ships rise in a sector when good news comes. Mike

To: DR. BOND who wrote (5743)	3/3/1998 9:16:00 AM
From: Don Dunlap	Respond to of 23519

Dr. Bond. I think it was Peter Lynch who said Never confuse a great company with a great stock. For that matter I guess you could say a great product with a great stock.

To: DR. BOND who wrote (5743)	3/3/1998 12:05:00 PM
From: LoLoLoLita	Respond to of 23519

>>Unfortunately for those of us who are long, this stock is >>a complete disaster. No matter what we believe to be >>"sound reasons" for owning this stock, the market is >>telling us something else. >>I for one, am going to give this company and it's equity >>one more month to "regain street confidence" and begin >>rewarding it's INVESTORS. (emphasis added) DR BOND-- I'm sorry, but are you a "investor" or a "trader"? As I recall from your post, you greatly increased your long position less than a month ago at 14 5/16 or so. Did you want a quick flip for s.t. cap gain, or are you looking to ride out the ups and downs, accepting that you've bought a risky stock in a risky sector of the market? It's itchy fingers on all these triggers that make this, (and many other stocks in my portfolio), so dang volatile. Cheers, David