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


To: RT who wrote (5922)3/17/1998 6:49:00 AM
From: blankmind  Read Replies (2) | Respond to of 23519
 
- Vivus's cash position (roughly $94 mill less $20 of a/p as of 12/31/97) shouldn't be too badly hit on 3/31/98 - even though profits will be flat due to advertising and new plant.

- Concerning the impact of the "at-risk" product of the new plant on 1st 1/4 results: they won't be included as revenue. The costs won't drag down earnings either - rather - look for them to show up in "Inventory." Inventory will go from $9 mill to $13 or $14 mill.

- Vivus truly needs MCA approval in the 2nd 1/4 at the latest - which I think/hope is a done deal.

- My point: Lousy 1st 1/4 already reflected in stock price. Stellar 2nd & remaining quarters on the way. Despite Viagra.

Regards.