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

To: Tim Gardner who wrote (9338)	6/8/1998 9:59:00 AM
From: James Baker	Read Replies (1) \| Respond to of 23519

Questioning was pathetic: those jerks could not get past urethral suppository and falling RX's. I wish they had brought up to "disappointing" study so that data could have been destroyed on live TV and lead into the Diabetes meetings coming up there VVUS is promising us further good news on MUSE efficacy. Ovverall CEO seems more tentative that I would have liked to see. Stock price is NOT getting anything out of the broadcast so far. Jim

To: Tim Gardner who wrote (9338)	6/8/1998 10:05:00 AM
From: ChinuSFO	Respond to of 23519

I witnessed the interview with the Macrochem CEO as well as the Vivus CEO. They were in sharp contrast. The Macrochem CEO spoke about his product most of the time whereas the Vivus CEO spoke about Viagra. Probably because the immediate benefactor of slippage in Viagra would be MUSE and not the Macrochem product. The Vivus CEO was on the offensive from the start and would not let the CNBC folks get the upper hand. He finally drew out direct questions from the anchor. He used up the time to answer indirect questions by furthering his thoughts on the Viagra honeymoon and stressing Vivus' worldwide alliances and funding potential. From discussions on this board it seems that some amongst us were expecting him to announce a stock buyback. This defensive posture would not be conducive to Vivus' long range stock price. The CEO instead should attempt a move forward and all things with regard to Vivus are pointing in the right direction, including the approach of the management team. Meantime, we need to be aware of the class action suits and the damage it does to Vivus while boosting up the competition.

To: Tim Gardner who wrote (9338)	6/8/1998 10:44:00 AM
From: Andreas Samson	Read Replies (2) \| Respond to of 23519

I disagree. Leland failed to define the market for MUSE. He needed to draw distinctions between the various forms of erectile dysfunction and the role MUSE plays among patients with severe problems, as opposed to Viagra. He could not refute the core charge that Viagra has gobbled 2/3rds of its customer base (at least for now). When bluntly asked if VVUS had enough money to weather the storm he replied, 'sure, we have $44 million in the bank.' ....well, that's down from $84 million on March 31. With SG&A at $11M per quarter, $2M in R&D, and $1M in capital expenditures....that gives VVUS about a year to live if there is no reversal in market share

To: Tim Gardner who wrote (9338)	6/8/1998 5:14:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

Tim, The little fish no longer will effect the price of Vivus. Those that are out are out. The price will now be based on institutional buying coupled by day traders and short covering. Those seriously looking to buy have waited for 2 things to happen: 1)the script numbers stop declining and go up (which has now happened) and 2)the stock price quits going down. Based on these parameters, I expect buyers to come in some time tomorrow. If the price goes down in the morning they will wait until the afternoon to buy. If the price does not go down, they will start buying in the morning. IMO the worse ended last Thursday and better days are ahead.