SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: VLAD who wrote (10372)7/2/1998 8:26:00 AM
From: BigKNY3  Respond to of 23519
 
VLAD <<Currently the upside potential of VVUS over the next 6 months far out weighs the upside potential of PFE over the next 6 months. I see a real possibility in a 400% gain in VVUS but only about a 15 to 20% gain in PFE at current levels. >>

VLAD, I make my investing decisions based on future value. I will invest only in companies where I think their value based on fundamentals will significantly increase in the future or great companies that are 10% off their highs.

I suggest thinking about how the following when evaluating the value of Pharma companies:

- Management- What is their past record? Do they have the competence and marketing skills to lead in the future

-Product line- What is the performance of the current products? What are the future products? What will be the impact if something happens to the major products?

-Market- What is the current and future competition? What resources do they have in comparison to my company? What will be the potential impact on the company's sales and revenues?

-Specification: What are the specification trends of the major products? How will a specification loss be reversed? Is there a new product available to make up for the loss?

Finally, ask the question: would you want to own 100% of this company with its current management, products, and future? If the answer is no, look elsewhere. There are many companies with great futures out there to select from.

Good investing!

BigKNY3