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

To: Zebra 365 who wrote (6942)	4/15/1998 2:56:00 PM
From: Mkilloran	Respond to of 23519

Simple Math....There are ~47 mill men with ED worldwide ref Vivus home page. The New plant can produce ~6 mill units per qtr when as it ramps up production. That's 24 million units a year, if Vivus can get ~2% of the world population (~1 mill ) to use Muse twice a month then their sales will be maxed out until the plant in Ireland is in production. If 9 mill units are sold in the US at ~$15 a unit ($135 mill) and 15 mill units are to Astar and Jansen at ~$7 a unit for overseas markets ($105 mill) then combined Vivus can generate sales of $240 million. This should be able to generate ~$1.75 eps at a pe multiple between 20-25 this stock will trade between $35-$44.... Now factor future growth with the Ireland plant, addition products to treat incontence, blader infections, urinary tract infections, etc, etc. Now what if they can get 10% of the 47 mill ED population??? Any thoughts?????? What's the capacity of the plant in Ireland??? Will a third plant be needed??? The market is focused on PFE Viagara....it's great to have a niche of a growing field....just look at the companies that are in second place behind (Coke, Microsoft, etc,etc)....