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

To: RealMuLan who wrote (10993)	7/9/1998 5:44:00 PM
From: VLAD	Read Replies (2) \| Respond to of 23519

FWIW and IMO, Pros and Cons on current situation: Cons 1)Very ugly Q2 loss which I already expected. 2)Ugly because Viagra is still eating our lunch. Pros 1)We are currently around 1994 IPO prices. How much lower we go again depends on 2 factors: 1)Will longs panic sell on Friday? 2)Will shorts attempt to create a panic by throwing more money on the short side?--this part we can count on. 2)We now have no more salesforce costs to deal with which should keep expenses significantly lower. Future costs are now prepaid til years end. 3)As hammered many times before we have barely scratched the international markets. A lot of money will be made here. 4)The agreement with a new domestic partner can and will have a drastic impact on domestic sales--150 rent a reps vs well over a thousand Pfizer reps was never an even match. 5)We now have an efficient thus cost saving manufacturing facility which has taken profits out of past quarters and added to Q2 expenses. 6)We have promise in future products including Alibra and the gene therapy discussed in the cc. 7)Vivus now publically and openly admits that a buy out is a consideration--if it occurs I have no idea what the buy out price will be but IMO it should be significantly more than todays close (my estimate is between 2 and 3 times above our close). If anyone wants to add to the cons or pros feel free.