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Biotech / Medical : Vivus: into single digits -- Ignore unavailable to you. Want to Upgrade?

To: Bradpalm1 who wrote (827)	8/16/1998 6:53:00 PM
From: VLAD	Read Replies (1) \| Respond to of 1016

<<management stinks and will never pull it together>> I agree with the first part but disagree with the second. Management has done more than its fair share of errors concerning marketing, spending of vital capital on buying shares 3 times above current market price and the way it handled the Viagra threat. Now ask yourself this: What does Vivus management need to do next to turn this company around? My answer is 1)sign a domestic partner and 2)produce MUSE as cheaply as possible. Vivus is already doing 2) IMO successfully. Brad, you already stated that you think 1) will not occur. This IMO is the crux of our disagreement. Vivus has stated that it tends to sign up a domestic partner by the end of this year. I believe it will happen and I believe it will happen by the Q3 conference call. If you have any solid information (MIKE also) that supports your premise that Vivus will fail to sign a domestic partner then please share it with me. So in a nut shell it seems to me that the bottom line is whether we see a domestic partner by years end. There is only about 4 1/2 months left to find out the truth.

To: Bradpalm1 who wrote (827)	8/17/1998 12:50:00 PM
From: Anaxagoras	Read Replies (1) \| Respond to of 1016

Bradpalm1: As promised.... ;-) 10-Q for 2nd quarter ended June 30, 1998, as filed Aug. 14, 1998: <<The Company does not believe that it will return to profitability in 1998 due to a number of factors including costs associated with the restructuring, domestic and international competition from Pfizer and manufacturing difficulties. >> Wouldn't want to post this over on the happy-go-lucky rah-rah thread, naturally, especially on a day when they've been thrown the Canada bone. ;-) Anaxagoras