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

To: Sal Milani who wrote (9497)	6/10/1998 10:20:00 PM
From: Mkilloran	Respond to of 23519

Sal...now factor in that IMS reported script counts are only about 60% of true sales.....so actual script total IMS reported and others would be ~23,000 a week 6 to a pack = 138, 000 units a week * 13 weeks in a qtr get you ~1.8 million units a qtr in the USA Project that out for 25 additional countries this year and more in 1999 The new plant can produce ~6 million units a qtr at max capacity Now you see why they are building another plant in 1999 in Ireland...... PS .....VVUS will be able to produce at $3.00 less than current cost in the new plant....$2.75 per unit....selling to Astra and Jansen for about $7.00 a unit...... USA product being sold thru VIVUS at a larger profit TAKE THE LONG TERM VIEW...PROJECTED EPS FOR 1999 are currently estimated at $1.33 ....YR 2000 could be ~$3.00 Once this is realized by the investment community we'll return to a p/e multiple of 20-25