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

To: DR.TECH who wrote (9937)	6/22/1998 10:26:00 PM
From: AlienTech	Respond to of 23519

>>Charley O at PW talks again on VVUS this AM. << Ah was wondering why PainWebber was buying VVUS all day.. That must be it.. But with a larget shipment than Q1 they are still expecting a larger loss?? I told you guys they had to cut down on the lawn manure!!! Some hard info bobodot Jun 22 1998 9:02PM EDT VVUS at PACO: Staff: 250 3 bldgs Production: April 1.2 mil units May 1.6 mil June 2.0 mik July (orders) 2.3 mil Prodution is mainly for European theater/ production for US currently minimal/ FDA inspected the plant 2 months ago, gavbe verbal approcal/ letter to follow any time now/ Alprostadil ordered 12kg from Spolana for 1999/ do not know how much from Chinoin, but >10kg for 1999 assured.

To: DR.TECH who wrote (9937)	6/23/1998 12:24:00 AM
From: bigg e	Read Replies (1) \| Respond to of 23519

DR.T...Same heard here about the direct marketing force. VVUS needs a well respected outside marketing company. J&J would suit just fine. I believe the street would gladly accept the concept as thus far the direct sales have been largely ineffective, hence a drain of capital into increased SGA. I believe international sales have been steady and increasing, enough it would seem to offset the initial decrease of the domestic scripts. Yet analysts continue to revise downward. Why? A few possibilities, 1) Large capital expenditure on ineffective advertising campaign, 2) Increased SGA due to expanded direct marketing personnel, 3) Delayed FDA plant approval (where product margins are greatly increased) along with commitment to overseas product at reduced margins. Every issue here should be addressed in the near future and if the domestic scripts continue an upward trend we actually may see an earning's surprise down the road.