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


To: al who wrote (10310)7/1/1998 1:38:00 PM
From: VLAD  Read Replies (2) | Respond to of 23519
 
Come July 9th, it won't be the Q2 loss that will push vivus lower.

On the contrary, it will be the overseas market order numbers that will be announced that should push us back to 10. Based on international demand for Q3, Vivus will blow away Q3 earnings even if they don't sell a single unit in the US market--but that won't happen as we will now see a steady increase in the new script numbers.

Q2 numbers will be based on how many units actually were shipped out by yesterday. A lot of stock was shipped to England in the begining of Q2 and I believe a lot more was sent to Europe at the end of June.

The big question is: How much did the rental reps cost and how much was spent on the new factory in Q2?

Just a reminder for those still having doubts on the ultimate success of MUSE. MUSE ranks among the most successful top 35 drugs ever launched in the US. This rank was achieved with no advertising and sales reps only calling on the urologist. Astra and Janssen will advertise and market MUSE in their respective countries effectively. They will make sure that product shortages do not occur as in the US.

Vivus WILL rise from the ashes. Don't judge what has happened in the US as to what will happen abroad--different cultures and different players marketing and selling MUSE--thank God Vivus is only manufacturing the product for these markets--lets hope they don't screw up that part.



To: al who wrote (10310)7/1/1998 8:30:00 PM
From: Edderd  Respond to of 23519
 
al
A very good post except that the majority of the market is mild (?moderate) ED not severe. That's why the results with V in the trials were so good but reality is setting in.
Ed