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

To: alan laValley who wrote (11248)	7/11/1998 6:17:00 PM
From: John W. Andrews	Respond to of 23519

Alan....yea I agree. Also I am sure the the analyst Charlie O at Paine Webber knows more than his release states. I know for sure that Vivus has been approached by more than 1 company to do this... I would say they are probably just waiting for the ink to dry.... Pizzaman

To: alan laValley who wrote (11248)	7/11/1998 6:23:00 PM
From: VLAD	Read Replies (2) \| Respond to of 23519

alan, The real question is exactly what will be the announcement. What say we have a survey on what we believe will occur: 1)Buyout 2)Domestic Partner As you say, Wilson better sing us a sweet song by months end. VLAD PS My vote is buy-out.

To: alan laValley who wrote (11248)	7/12/1998 10:20:00 AM
From: betty moyers	Read Replies (2) \| Respond to of 23519

My vote would be for a buyout Second choice a marketing partner These observations on timing etc : 1. L. Wilson said they would have the Alza salesreps until the end of the year on a limited basis "to allow the time to decide on which partnering agreement to go with" (I'm not so sure I want to pin my hopes on a quick announcement. Remember the FDA approval which the company said would be by the end of June. Some people hyped it to be coming much sooner. When it arrived on June 25th RIGHT ON SCHEDULE some asked why it was delayed.) 2. As to a company only being interested in >= $250 MM in sales. Vivus is certainly capable of that level with right sales approach. They were at $ 138 MM a year ago with a lousy sales approach. 3. I do wonder how Vivus is going to target PCP's now. I thought their FDA approval required Uroligist perscription? Enlightenment please 4. If the gene therapy shot develops into something really promising, then (in my belief) we could see real interest in a buyout or simply in a rising stock based on this potential 5. How can anyone proclaim that a marketing partner is not likely when Vivus already Has TWO ?!!!! Certainly J&J and Astra would be making proposals for the US market.