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


To: Y2k_fan who wrote (7116)4/15/1998 10:42:00 PM
From: Mark A. Stang  Read Replies (1) | Respond to of 23519
 
Y2K--Not a wet blanket, just an emotional investor:

Y2K, I clicked on your profile and refreshed my memory about your previous posts. You're all over the place. On March 27 you posted the worst is over, now you think it's still to come.

We had a negative surprise, small in cents (thank you ABC for refusing that ad!) large in % terms compared to estimate. Future estimates have accordingly been downgraded. Things almost look as bad for VVUS as they did for seven-bagger Best Buy at 10 about 15 months ago, and for American Power (talk about a one product company) at 8 a few years ago, zoomed to 30+ within a couple of months.

I missed a nice gain last October because I was an emotional VVUS SH. Was sure we had another ZITL here. Now I'm just watching the fundamentals and biding my time. Frustrated? Sure. Panicked? Nope, no reason to be.

Met a Muse user last December at another VVUS shareholder's house. Guy loved the product. Yet, reportedly will try Viagra, just to see if it works. Saw a Muse applicator for the first time last Saturday. Not nearly as intimidating as one might expect. If I needed it (glad I don't need Muse or Viagra), I would not hesitate to use Muse.

Just glad Viagra got its approval and we'll have a much better idea of where the ED market and VVUS are headed by 3-Q. Until then, chill or get out.