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


To: John W. Andrews who wrote (9417)6/9/1998 5:32:00 PM
From: Mkilloran  Read Replies (2) | Respond to of 23519
 
John...and all....est from I/B/E/S concensus 2nd qtr -0.10
3rd qtr + 0.15 and 4th qtr 0.32 ....total for year 1998 +0.30

1999.....$1.31

Zacks est for 3rd qtr -0.10 Year end 1998 +0.18
Year end 1999 $1.30

Now the big question what script numbers were used in the est???
How many foreign countries were expected approved and by when???
And when did they est the new plant would be approved????

If the scripts recover to greater levels and Vivus gets more foreign sales quicker then we exceed estimates.

Japan is still an outstanding trump card....who get's distribution rights and when???? For how much??? Milestone fee or royalty agreement as Vivus has for China.......

By the end of the 3rd qtr well all have a clearer picture.......



To: John W. Andrews who wrote (9417)6/9/1998 6:32:00 PM
From: blankmind  Respond to of 23519
 
- Actually, with a loss of $.15, you're looking at 31.7 million shares or an erosion to capital of about $4.8 million.

- For the sake of argument, let's say that vivus would burn thru $5 mill in cash.

- If Vivus now has $44 mill, they are not even close to being in trouble.

- Note: Shorts would love vivus to go to zero & be delisted in 2 months. But it's not going to happen.