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: E'Lane who wrote (7022)4/14/1998 7:52:00 PM
From: Mkilloran  Read Replies (1) | Respond to of 23519
 
Chip... The shorts have ruled here for a while ...lots of reasons why. Vivus limited supply, single product company, waiting on new plant approval, expenses for direct consumer ad's , major "FUD" factor around PFE's Viagra .....The price has been beaten down to an unreasonable low....
At these prices the potential reward is worth the risk...MCA approval for UK in DEC, MCA new plant approval in 1st qtr, FDA approval of new plant (packageing only) just approved, FDA approval to produce in new plant expected 2nd qtr. Argentina, Brazil, S. Korea, Switzerland just approved. Vivas management stock buyback of 2 million shares just completed, additional Vivus staff hired in key positions. New plant will be less expensive, more capacity, employees vrs contract staff (less expensive). International sales of $1.9 mill in the last 4 1/2 weeks in the UK...captured 27% of the current ED market in the UK in only 4 1/2 weeks of sales. United Europe, Canada,
Mexico, China, etc,etc,etc.

PFE's Viagra will expand the ED market...Vivus will have a good share
of an expanding world wide market.

New and improved Muse II in Phase III trials..expected to be approved late 98 ...and selling in early 99. New plant in Ireland ontarget...

I don't see any indication that Vivus management is slowing down with their execution plan...they have tripped and stumbled and the stock has suffered...IMO is way oversold.

New drugs to address NON-ED market in various stages of clinical trials.

....................................................................
When will the shorts closeout their positions and go look for better short candidates ??????? Shorts have made a big bundle here...
a turnaround is in site and the longs will be looking back in the Fall of 98 ...and only whish they bought more below 10.



To: E'Lane who wrote (7022)4/14/1998 8:01:00 PM
From: RT  Read Replies (1) | Respond to of 23519
 
<<BTW--were you proclaiming VLAD and myself as threadmasters? Cool..gotta get working on my acceptance speech. Oh yeah, and what do I have to do to be numero uno..you know, how do I oust the other guy? >>

E'Lane,

Overdose him with Muse at the party. He'll be a willing victim , I mean subject.. <<gg>>

RT