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

To: AlienTech who wrote (11514)	7/15/1998 1:38:00 PM
From: betty moyers	Read Replies (4) \| Respond to of 23519

Q3 98 Est revised based on input = 0.41 Adjustments have been made based on board members input. The numbers are very doable provided international sales grow rapidly as expected. Increase in US sales may easily exceed the projected growth of 2.5 % from the bottom reached in late June which gives an even better picture. I think I've pushed this as far as I can. Now we'll just see what happens. COSTS : COG 19.6 MM (1) R&D 5.4 (2) S&G 11.2 (3) _____ TOTAL 36.2 REVS : US 11.5 (4) INTL 35.5 (5) MM 2.0 (6) _____ TOTAL 47.0 EPS (BT) = 0.41 (7) NOTES : (1) COG uses 1.8 MM units @ $ 4.75 / unit at PACO plant 4.0 MM units @ $ 2.75 / unit at new plant (2) R&D support left at level of Q2 98 (3) S&G at level of Q2 97 That is 6.4 MM lower than Q2 (or Q1 98 + they one time expensed the addl reps (with a few other items) for Q2 98 at 6.5 MM. Well 6.4 + 6.5 MM = 12.9 MM. I agree with input I received that it will be higher than 5.6 MM (4) Using script numbers for week of 7/03 (no adj for holiday wk), projecting a 2.5% growth rate (half that of that week), 4 units/script for new (it is sometimes 2 sometimes 6), 6 units/script for refills, and a 60 % counting efficiency. (5) Assumes all other product is sold overseas at $ 7 per unit. Can not prove the $ 7 (ACCT REC is already in REVS) but it is the accepted price received. This will mean another 5 X growth rate in Q3 as in Q2 98 (6) Milestone payment of $ 2 MM expected (7) Using 31 MM shares outstanding