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 (11095)7/10/1998 7:40:00 AM
From: Mark A. Stang  Read Replies (1) | Respond to of 23519
 
VVUS R&D

Vlad:

While VVUS' long-term success (5-10 years out) obviously depends upon new product innovation, its short-term (1998) survival depends solely upon MUSE.

I am considering going long again, but I don't see how VVUS will be able to continue R&D based upon its current cash position and cash flow, so the gene therapy and incontinence products seem pretty worthless in terms of adding any value to the company now.

If Leland had been able to get that Superbowl commercial aired VVUS would have only $400K cash right now.

I don't know if we have any CPA's or CPA equivalents on the thread, but I'd like to see a thoughtful analysis of VVUS cash flow scenarios for 3-Q. I'd be more optimistic if the $16M inventory included finished product, rather than raw materials. Would also like confirmation that an ins. co. is covering VVUS litigation expenses in the class action(s).

Good luck to VVUS longs, whose courageous ranks I might join again soon.