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

To: Colby who wrote (9720)	6/16/1998 1:42:00 PM
From: VLAD	Respond to of 23519

Colby, Good summary. Many of us thought we found the floor at 10 but now know where the cellar is at 6. I see these 3 points as most valid at present 1)Get a new big player in the US--cut off any fat ie their new sales force. Leave the original sales force for urologists only. 2)Get that factory approved and producing product as fast and cheaply as possible. 3)Focus on research and manufacturing MUSE--let the big players do the marketing, sales and promotion. IF Vivus follows these 3 moves successfully, we should see a recovery to 20+ by years end. If they do not do these things the stock will loom in single digits and probably be a take-over candidate by much deeper pockets with the savy to capitalize on MUSE, ALIBRA and any other products that need to be carried through the R&D levels. I expect that the only thing we can do now is watch weekly script data and hope for a June approval. On July 9th we should have a clearer picture of where this whole thing is headed. I think that Vivus is watching the cash carfully on a weekly basis. They look pretty bad after blowing a lot of cash at 15 when they could have more than doubled their buy back at 6.