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

To: John W. Andrews who wrote (11178)	7/10/1998 7:22:00 PM
From: VLAD	Read Replies (2) \| Respond to of 23519

John, If any other house accumulates then BEST will either have to cover which should push the price back over 7 or else they can risk a large loss if the stock makes another run. It will be nice to see some big player get squeezed a little next week.

To: John W. Andrews who wrote (11178)	7/10/1998 7:53:00 PM
From: Zebra 365	Read Replies (2) \| Respond to of 23519

I'm sorry, but I agree that Lee Wilson is the worst appearing CEO this company could have. I have cringed at every conference call since September. I suggest we offer Zonagen, Lee Wilson and 25 bimbetts (most with their own teeth supplied by E'Lane) in a straight up swap for Joe Podalski. I'm prejudiced, being a Texan, but why is Zonagen, a company with nothing but a promise for ED treatment, and no sales, selling for $25 a share while Vivus with over $150 million in sales of an actual working solution for ED, languishes at 6 1/2 bucks a share in a battle between shorts and longs? The answer is that the CEO of ZONA is a guy you could put money on to be a winner. Y'all don't know the history of Titanic Thompson or "Bet-a-million" Gates and other famous Texans. You do know Ross Perot. A former IBM salesman who made a fortune off processing Medicaid claims in this area. Any doctor who took as much money out of Texas Medicaid as Ross Perot has would be in jail, not running for president. I digress. VERY INTERESTING market action today. I don't have Level II or the time to track it but things seemed to be pretty strong for VVUS on the long side. What surprises me is that PFE cannot seem to let VVUS do anything without a response. PFE results were expected "about July 15th", checked my calendar, seems to be a bit early. I think the "short to zero" crowd, including Bradpalm1 (who has no interest in VVUS stock, short or long) may have to readjust their calendar again next quarter. A 15% loss on the price after such a horrible report means that the Street knew, and Lee Wilson is learning his stuff. Don't think that doesn't mean something for the long suffering longs on this company. By the year 2000 we might make him into an honorary Texan. Zebra