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: Mkilloran who wrote (9350)	6/8/1998 1:40:00 PM
From: EyeDrMike	Read Replies (3) \| Respond to of 23519

On a scale of one to ten, i give the appearance a 2. And i blame VVUS management. Leland, and i discussed this with some people on friday, should never had appeared on CNBC. They are openly hostile to anyone competing with Viagra, they already are on record as anti-VVUS, and there was very little upside to the appearance. Also, Leland does not do well in these situations. VVUS management wouold have been much better off just issuing press releases to get their points across. There would have been no cross examination this way. Just look how nicely the stock moved after the last press release. On the positive side: Leland said MUSE is approved in 9 countries now, i thought he meant internationally. In the following list, i only count 7 countries other then the US, which means there must be 2 new approvals to be announced? United States, Argentina, Brazil, South Korea, Switzerland, Sweden, Mexico, and South Africa. He also stated that they expect 25 new approvals this year. Well, the most recent information i've seen said they expected only 18 to 20 this year, and that number included some of the above countries. What should Leland have done? Leland should have come into the interview with Just 2 or 3 points and hammered the F**K out of them on CNBC over and over again. Something like, International demand is stronger then even we expected and we are expecting 25 new approvals this year.............. He also should have had prepared answers to the negative questions expected of CNBC. lastly, i would have liked him to say something about the media reports regarding deaths with Viagra and the NIH trials having mice born blind. This isn't the end of VVUS. As the smoke clears, international market is sized up, and scripts begin to reverse, share price will recover later half of 1998. Mike

To: Mkilloran who wrote (9350)	6/8/1998 1:46:00 PM
From: VLAD	Respond to of 23519

mk, I also wanted to point out that since he was spending most of his time defending the interviewer's negative questions, Wilson never really had a chance to talk about Alibra or for example that there are many other cultures that will more readily accept an urethral route of administration since Americans are the #1 pill popping society in the world. Perception is our biggest problem. Investor's simply think that it is as simple of a choice between oral or suppository but they fail to understand all the underlying factors, especially that in the final analysis many doctors won't even offer Viagra as a choice.