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


To: RumKola who wrote (6659)4/8/1998 6:42:00 PM
From: Colby  Read Replies (3) | Respond to of 23519
 
To all:
It seems the street is anticipating VVUS to come in below that of the estimates. We have run down about two points in the last two weeks. Anybody care to guess what the different scenarios might do to the stock price, i.e. if they beat or miss estimates.

Anything better than a -.05 cent loss should be good for at least
a 1/32 of a point (gg). Once we get passed earnings and the CC, things should start to get better (where have I heard that before?)

Things to look foward to.
1. FDA approval
....a. increased margins due to lower costs
2. More countries approve MUSE
3. PFE disappoints
.....a. Possible misuse of PFE, lawsuits follow
.....b. Lower efficacy than advertised
4. ED market expands, VVUS gets a big piece of pie
5. Phase III of new drug succesful (long term)

Things to worry about
Basically everything mentioned in the "look foward to" list if it goes the wrong way.
1. FDA denies approval
2. No other country want to touch MUSE because
3. PFE is all that and a bag of chips
4. ED market expands and PFE gets all of it
5. VVUS can't get another drug in the works.

Time will tell,
Colby