SI
SI
discoversearch

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: LoLoLoLita who wrote (6776)4/10/1998 3:33:00 AM
From: VLAD  Read Replies (1) | Respond to of 23519
 
David,

<<When i went over the balance sheet, it sure looked like there was a good possibility that they will have to take on debt in Q2 to pay for their increased spending>>

Please support this statement with some numerical analysis rather than just saying "sure looked like"

As I understand Q2 will have the following savings:

1)No further dollars spent on consumer advertising.
2)Labor cost significantly lower at new plant because unlike contracted help at old plant, these will be vivus employees.
3)Production costs decreased at new plant because of more efficient set up than in old plant.

As I understand Q2 will have the following extra costs not seen in '97
1)Greater expense for sales force as in Q1 but if it helps significantly increase product sales then it will only help earnings.
2)Any additional equipment that might be bought for new plant.
3)Lower margins on product sent to England.

Am I missing anything?



To: LoLoLoLita who wrote (6776)4/10/1998 11:19:00 AM
From: blankmind  Respond to of 23519
 
- If Vivus were over $40 now; you'd say management were geniuses to buy back at $14. Instead, they're idiots - right? B/c stock at $10.

- Personally, I'm letting this one play out. I'm not convinced, and I've seen no evidence, that Viagra works anywhere near as well as MUSE.

- Plus, I'm curious of what will happen when the shorts cover.