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

To: DaiS who wrote (11757)	7/20/1998 2:32:00 PM
From: Mark A. Stang	Read Replies (1) \| Respond to of 23519

Looking for a re-entry point, but nervous. I'm not as concerned about U. S. scripts right now as I am about Europe. If, as some have posted, Viagra has been approved for virtually over-the-counter sales in U.K., what will that do VVUS foreign revenue growth this quarter? What kind of a premium would Astra or JNJ pay to acquire VVUS? Is there anything they really want other than the patent? (They wouldn't necessarily want Lakewood or Ireland plants if they can do it cheaper in one of their presumably larger facilities.) And if all they want is the patent, why wouldn't they wait it out until enthusiasm for Viagra has died down world-wide and until they can pick up a cash-depleted VVUS at a fire sale? Sure, they've invested milestone payments in VVUS, but is that going to stop them from brinkmanship in negotiations to acquire VVUS for the lowest price possible? Can somebody put it all together and make the case for VVUS in '98?