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


To: al who wrote (8829)6/1/1998 2:21:00 PM
From: Tim Gardner  Read Replies (1) | Respond to of 23519
 
Excellent article -- It just confirms what we longs have been saying all along. For those in the know (Doctors,Urologists,etc.) it is obvious that Muse is just as effective and better than Viagra for patients suffering from ED. With all the hype surrounding impotence right now, the fact that Muse will be first in just about every foreign country will be very beneficial to the company. I think the analyst estimates are way too low. Focusing just on IMS data will be a critical mistake for any Institution interested in going long on Vivus. IMS data means nothing when international sales will be exploding. I expect Vivus to lose money this quarter, but come next quarter I expect an extreme earnings surprise. When the company says it is shipping all it can produce, that is not a statement to be taken lightly. The CEO stated that international sales were much greater than expected and we can only expect it to get better once all the lines are up and running in the new plant. Once the investing public sees that this company is for real and isn't going away, the shorts will be screwed. Not only will they be rushing to cover, but a whole new string of investor's will be jumping on board accelerating the rally. My gut tells me that two quarters from now, after earnings are reported we are going to see VVUS shoot into the 30's if not higher.
Leland is being quiet for a reason, and I think it's because he has something up his sleeve.