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

To: LoLoLoLita who wrote (6602)	4/7/1998 3:35:00 PM
From: EyeDrMike	Read Replies (1) \| Respond to of 23519

<<There is really very little science discussed here of late, and much more of the senseless rah-rah cheerleading going on>> I think in light of prior posts on all the fundamentals, there is very little left to discuss so close to earnings. Either you're in, or you sold. I see today, and the past few days of posts as just chit chat til thursday morning's EPS report. Any comments as to reporting prior to the bell on Thurday? As opposed to after the bell Thursday? Or even Friday for that matter?

To: LoLoLoLita who wrote (6602)	4/7/1998 5:04:00 PM
From: jack w garnes jr.	Respond to of 23519

Hi David, I agree I think we all need a support group right now. I have lost a lot of money on this stock. But you play the stock market these things happen. By the way how do you like your new home?? Back to VVUS there comes a point in time when you sell your shares and move on. I also agree that at one point in time this was a productive thread with a lot of good input from many people. Now all the input is hype driven. Just a lot of people that hope God will save them. Don't get me wrong I know there are a lot of people on this thread that lost big time. But for me its time to move on. Take care my friend JG

To: LoLoLoLita who wrote (6602)	4/7/1998 6:12:00 PM
From: VLAD	Read Replies (2) \| Respond to of 23519

David, I enjoyed your post and agree with most of it. I am still long vivus and will ride this train regardless of the short term price movements. I would like to make a few comments. 1)I am guilty of cheerleading but I also try to support my long position with facts not just opinions. 2)I am guilty of making remarks of gap filling. As I stated before, the majority of stocks which gap up or down do eventually fill the gap. I do think that Vivus will fill the gap but not in a rocket like fashion. Last summer I shorted JBIL the day before earnings (2000 shares at 68 pre-split). The next day JBIL gapped up about 12 points it then ran up as high as 108 and split at about 100. I covered my shorts when it pulled back to 47 post split for a 55k loss. A relative of mine who is big on TA told me "don't worry it will eventually fill the gap". I am glad I did not listen to him because after I got out it ran up as high as 72 and I would have lost all my money and then some. Although he was right (JBIL did back fill the gap and even today it traded below 60 presplit) about gap filling I was more right in the timing (ie the decision to cover for a huge loss was better than I initially thought). 3)Although I am a disgruntled long I still believe that Vivus will recover and prosper. I bought into vivus heavily after the December gap down for several reasons. I will list them if you don't mind. a)I knew that contrary to the short interest propaganda MUSE is an effective drug b)although MUSE is not perfect I think it has and will have it's place in the ED market. c)Looking at the financials, PE, etc...I believed that below $15.00/share was a good value for this company. d)I did consider the short interest and the short agenda as a plus to the stocks future value. At this point in time, I am not concerned with where the share price moves in the short run. If it goes back to the 9's I will not get scared and bail thinking that the world is coming to an end. I am concerned with where the share price will be next fall. Certainly it's frustrating when your stock is stagnating while other securities are flying high and mighty but this is what investing in the market is all about. I learned from past experiences that it is better to hold your out of the money position (doesn't apply to shorting) over time than to take loses and run into another position that may also place you in the same scenario. If Vivus/MUSE does poorly 6 to 9 months from now then I will sell and take my loses. In the mean time I will monitor the ED market with a wait and see approach. I also might add that I felt that Viagra and the lawsuit stigma are only temporary forces which help explain why the share price is as low as it is. I think Viagra will do very well for part of the ED population and MUSE will do well for another part of the ED population. I do not know of any disorder/disease that has only one drug available as a cure. I also do not know of any disorder/disease that has a single drug which works effectively 100% of the time. Regards, VLAD

To: LoLoLoLita who wrote (6602)	4/7/1998 6:17:00 PM
From: AlienTech	Respond to of 23519

>>Jack, Cruising around SI, I've found that there is a very strong inverse correlation between (1) frequency of posts on a stock, and (2) how much money has been made, and is yet to me made, by the posters. It happened with APM. AlienTech was there. Thousands of posts a month. With many lured into the stock because of the high short interest. << I am not as naive as when I first started with APM and if you read my posts you woudl have noticed that yes I was long the stock but had major reservations and was very cautious about it. That does not mean taking a 50% loss was easy and time to move on. I do think VVUS is different in a few ways, Drugs unlike tech stuff dont get cheaper as time goes by, If they can get better then all the better. Also I think VVUS has a place in this world with ZONA (heh) and the others. I dont belive the PFE hype at all, I have taken some drugs and know their effects. I also dont expect VVUS to hit 40 or 50 etc, I was in VVUS in the 30+, in fact I was one of the few people to also warn others to be careful at those levels. VVUS @ 10 does not make any sence, Even as a take over candidate VVUS will fetech around 20-25. I do belive in an year we will see at least 15-20. That is a safe return. It might also do a lipo or ceph but thats also a chance to take. There is not going to be no short squeeze, If there was none when it went form 20 to 40 there wont be one when it goes from 10 to 20. BUT AT THESE PRICES THERE IS MONEY TO BE MADE IN VVUS! Or would you prefer everyone buy hyped up PFE with a P/E of 80. Thats what makes a market.