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: Tunica Albuginea who wrote (5888)	3/13/1998 6:26:00 AM
From: blankmind	Read Replies (1) \| Respond to of 23519

- I don't care who Ogilvy is. - Instead I care about Vivus' fundamentals - cash, profits, sales, and yes - it's ability to get the new plant approved. - On these factors - Vivus has been very successful. I think some people are going to look back in 6 months and kick themselves for not giving this one a chance. - Also, March 15th almost here. There's still a 10+ mill short position. New plant approval almost here. It's going to be interesting. Regards.

To: Tunica Albuginea who wrote (5888)	3/15/1998 10:59:00 AM
From: BigKNY3	Read Replies (3) \| Respond to of 23519

TA: Where have all the VVUSers gone? To help stimulate conversation, I am raising the following hypothetical question: Assume that the Viagra NDA is approved by the FDA on March 30, 1998. What will be the short-term (3 months) and longer-term impact (>3 months) on the price of VVUS? Here's my best guess: I would expect VVUS to trade within a range of 8-13 during the short-term as traders debate the fate of MUSE in an oral ED environment. Once Viagra is actually available in the market, new Rx data for Viagra and MUSE will be closely monitored. The price of VVUS will be directly related to MUSE RX trends during this period. If Rx losses are offset by the expanded ED market, VVUS will rise again...in proportion to the RX growth. However, the opposite effect could also occur. I believe in the longer-term the expanded ED market will result in increased MUSE specification. But, at this point no one knows for sure...This unknown has contributed to the current downside pressure on VVUS. Any other comments or guesses? Good investing! BigKNY3