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

To: Zebra 365 who wrote (5933)	3/17/1998 9:55:00 AM
From: DR. BOND	Read Replies (1) \| Respond to of 23519

UPDATE!!!!!!!!!Remember when.......... Message 3478490 DB

To: Zebra 365 who wrote (5933)	3/17/1998 9:59:00 AM
From: Andreas Samson	Respond to of 23519

Today will be a test of how the market interprets the Viagra threat. It's important for VVUS to respond to the MCA news. If it doesn't, then the market isn't interested in VVUS underlying fundamentals at this time....

To: Zebra 365 who wrote (5933)	3/17/1998 10:09:00 AM
From: Robert D	Read Replies (1) \| Respond to of 23519

What happens when Viagra is approved? Doesn't PFE have to go thru FDA approval for their production facility (at least new production line)? Bob

To: Zebra 365 who wrote (5933)	3/17/1998 10:37:00 AM
From: Don Dunlap	Read Replies (1) \| Respond to of 23519

Zebra, I understand that the revenue is recognized when the product is shipped. Perhaps VVUS is expensing costs of inventory (or cost of goods sold) at production. I believe they did this before they received the original FDA approval. That is one reason margins were so high wit the initial product. The costs of producing the product had been recognized several quarters earlier. However, I don't believe VVUS must recognize productions costs when the product is produced. Blankind is an accountant and said the costs would show up in inventory. When the product is shipped, VVUS could then recognize the cost of inventory against their income. The question to blankmind is: Does VVUS recognize production cost at the time of production or at the time the product is shipped?