Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: DAVID who wrote (8308)	5/21/1998 9:32:00 PM
From: Dan'l Leviton	Respond to of 23519

DAVID, Thank you for the writeup. You can't tell much from the attitudes of the directors. I did a similar report on WPI (then WATS) last year. I'm not looking for a sudden pop, but it is clear this is a business with a plan and a positive cash flow, not to mention growth and a cheap price. Thanks again for the report. Dan'l

To: DAVID who wrote (8308)	5/21/1998 9:40:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

DAVID, Thank you for the review. I think the most important part of this meeting was your question on the potential buy out. If the answer was NO then I would expect a NO. A NO COMMENT to me translates to something like: We are currently negotiating a potential buy out but will not comment until the bottom line is signed. My hunch is that Astra or Johnson and Johnson will be buying out Vivus in the $20 to $25 range some time before the end of this summer. Astra is a cash cow and has mentioned an interest in aquisitions. Both J&J and Astra would have a lot to gain by owning this company. The shorts better wake up and smell the coffee before they end up losing $10 to $15 per share on their positions. Short interest to be published on the 27th.

To: DAVID who wrote (8308)	5/21/1998 11:07:00 PM
From: E'Lane	Respond to of 23519

David You truly went over and beyond what we could have expected of you. Thank you for your insights, your attention to detail and mostly your time. You represented this board well, and we appreciate your update. It seems you came away from the meeting underwhelmed. That's a darn shame. Sorry to hear it. Regards, E'Lane

To: DAVID who wrote (8308)	5/21/1998 11:31:00 PM
From: Mkilloran	Read Replies (1) \| Respond to of 23519

DAVID.........MEXICO??????????????????????????????????///// Can you confirm...you seem to have included an EXTRA country in the approved list...................... Is Mexico a done deal??? or in the works??? Please fill in the details.

To: DAVID who wrote (8308)	5/22/1998 12:58:00 AM
From: AlienTech	Read Replies (1) \| Respond to of 23519

>>pipeline -- MUSE to Alibra to 3rd generation drug to oral agent to gene therapy<< This is what I wanted to hear more off.. >>Incontinence is a big new market<< And this.. YEAR 2000! Now this means VVUS is dead money for 2 years. If MUSE dies ie.. I sure hope they have more to say or the shorts will kill this stock.

To: DAVID who wrote (8308)	5/22/1998 6:31:00 AM
From: Frostman	Read Replies (2) \| Respond to of 23519

David, good reporting! You can bet the VIVUS folks will see it. I'd like to see one of the folks on this thread on their board.(g) Did they mention anything about milestone payments? Together with the sales outside the U.S., these monies can pump up EPS actuals real quick. Like others, I thought the Mexico approval annct. was a surprise. Isn't that where Viagra can't get across the border? I have to assume that their PR firm hire is still Oglivy Mather who hasn't been by-lined on a press release for quite a while. BTW, Vivus has issued 10 official press releases this year to date, 2 per month mas o menos. I wonder what they have the PR firm doing? I like the "no comment" response to the buy-out question. Lordy. Again, great work, real glad you were there and I hope your report gets posted to other threads. Frostman