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


To: Andreas Samson who wrote (9342)6/8/1998 11:12:00 AM
From: al  Respond to of 23519
 
Andreas:
Thank you for that post. The cash-burn based on $44MM was my main concern.

Now we NEED to see a beginning of a recovery in scrip numbers. this pm will tell a lot.
Al



To: Andreas Samson who wrote (9342)6/8/1998 11:18:00 AM
From: g.w. barnard  Respond to of 23519
 
a,
"I disagree. Leland failed to define the market for MUSE."

although he didn't answer some of the questions i would liked answered.
new pill form
fda approval
efficacy of muse
refuting aua reports
efficiency of new plant

i thought he did a good job of defining market (5.5 mil men taking nitrates & diabetic market)clearly an area where muse can be more effective than viagra. using this pooling of potential customers and keeping constant operating costs and international sales, revenue calculations (as described in previous posts) i come up with 1999 earnings of .87 buck and with international 4 times last qtr international sales included i get .99 cents. keep in mind this is very conservative. the stock price is way oversold in my opinion.

gw