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

To: jeff lipschutz who wrote (12274)	7/29/1998 10:33:00 PM
From: Zebra 365	Respond to of 23519

<<$10 is $320mm who'd pay more?>> I think someone who can market the product would pay that. It is a lot tougher to get into the PCP office these days and see the Doc. Someone who has an established marketing force with access to the primary care docs can move this product. They have to set up a home-titration dose pak at an introductory low rate and focus on the lower risk that MUSE presents. Then this stock will be worth the mid-teens or better. Haven't seen it yet but it could happen. They have to market that low risk to women, not men. The women in the target age group know they face a lonely existence if they lose their spouse. They will be more risk-averse than the men. Still patient Zebra

To: jeff lipschutz who wrote (12274)	7/30/1998 3:47:00 PM
From: VLAD	Read Replies (3) \| Respond to of 23519

jeff, You know little of what you write. At $10.00/share Vivus would be selling for less than it costs to get a drug FDA approved and on the market. Add the cost of the new production facility, the patented delivery system and ALIBRA and any other R&D in progress not to mention the good will or earnings potential and $17.00/share is a bargain for any large pharma with an effective marketing team. The management ruined this company and not the product. Vivus is a good deal right now in a red hot ED market. The question is how low is Vivus willing to sell out for. I think anything under 15 is a joke and anything over 18 is reasonable.