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

To: Jman who wrote (11100)	7/10/1998 2:43:00 AM
From: VLAD	Read Replies (2) \| Respond to of 23519

Jman, I think that the institutions holding Vivus have little if any reason to sell at this time. I also think that some new players will soon step in. Questions an institutional investor must ask: 1)What is fair value for Vivus as a going concern? a)What are the potential earnings of MUSE sales at this point? i)Domestic ii)International b)Potential for Alibra? c)What is the R&D worth on projects involving: i)genetic threapy ii)incontinence iii)premature ejaculation 2)What factors may cause a substantial gain in share price? a)Domestic partner deal b)Possible buy out c)Viagra relabel contraindicating use in CVD patients If I consider all of these factors I think that 7.00/share is a joke. I am sure the shorts would disagree. If you read Charlie O's report it tends to point out the obvious. My gut feeling is that Charlie thought that the shorts were carrying things much too far when they so masterfully crafted the last drop from 10 to 5 3/4. Apparently he did help Vivus by putting things in perspective BEFORE the earnings announcement which will make investors think hard before selling out to the shorts after a disappointing quarter.