Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark A. Stang who wrote (12413)	7/31/1998 10:47:00 PM
From: John W. Andrews	Respond to of 23519

Mark parish the thought.. they dont have a cash flow problem anymore...the company is a shell......and selling all the product they can make right now... don't jinx us.. DR. Andrews

To: Mark A. Stang who wrote (12413)	8/1/1998 12:11:00 AM
From: VLAD	Respond to of 23519

Mark, I had the exact same thought. Maybe Vivus will come out with an announcement that if need be they have a financial backer to alleviate any concerns regarding future cash needs and thus allow Wilson to have a more powerful negotiating position among potential buyers. It looks to me now like Vivus has cut out all the fat and is now focusing on producing MUSE as cheaply as possible as its main goal. Money will continue to be spent on finishing Alibra studies, the Viagra failure study and some other R&D aspects. No more costs regarding advertising campaigns, sales people, factory start-ups and stock buy backs. Just produce MUSE as cheaply as possible and try to keep up with the foreign orders for product and show some Q3 profit. I think this will happen and if not bought out, they will slowly crawl out of the hole they dug for themselves. Unfortunately, most people want immediate results and may not be patient enough to wait another 2 1/2 months.

To: Mark A. Stang who wrote (12413)	8/1/1998 9:24:00 AM
From: betty moyers	Read Replies (1) \| Respond to of 23519

Mark, It is common to bring an investment banker in if you are shopping around to sell the company. It is a wise thing to do in order to get full value. If they made an announcement that they have employed an investment banker to explore all options of increasing shareholder value, it would be a boost to the stock. Alternatively to selling the company,They could be looking at a revolving credit line for cash flow purposes. Since they have a clean balance sheet and are producing product with sales, this would be no problem. I do not believe under the current circumstances, i.e. deflated stock price that they would consider a secondary offering. There is simply no reason for it. As stated above cash flow needs could easily and far more cheaply (in this environment) be done on a loan basis.