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


To: RT who wrote (13501)8/17/1998 2:56:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
RT,

This is typical of very poor PR strategy. A lot of this news could have been split up and released every couple of days. Vivus just is no match for the short's psychology ploys. In fact they do a pretty good job playing into the short interest's hands.



To: RT who wrote (13501)8/17/1998 3:04:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
RT,

Here are the numbers:

For week ending August 3rd:

New 2059
Refill 2309
Total 4368

So we are down a tad from last weeks total of 4,500. My assessment is that we have basically seen flat total script numbers in the 4,000 to 4,500 range for the past couple of months. We need to see an established uptrend which IMO would be a new script count of over 3,000 which remains above 3,000 for at least several weeks and does not drop back into the 2,000s. Just goes to show you the importance of a strong domestic partner ASAP.



To: RT who wrote (13501)8/17/1998 4:22:00 PM
From: VLAD  Read Replies (2) | Respond to of 23519
 
RT,

IMO this news stuff doesn't really matter much. The Russel 2000 stocks are all beat to hell and only individual companies in this index that show good growth will get more institutional support.

IMO the Street will not allow Vivus stock to go up much until something of great substance is produced ie they are telling Vivus "show me the deal" and "show me the money". The only thing that will help the stock price rise is substance ie announce a deal with a partner and Q3 earnings must be better than estimates.

The only other piece of news that could help is to report the findings of the R&D studies to the general public. The article pointed out to DaiS is very soon to be released in the Journal of Physiology. The media just loves to feed the general public news such as this eg ICOS or Entremed. All Vivus would have to do is contact a few well read publications about this story over a weekend and then also get it on the airwaves. Since Vivus has piss poor PR and IR that can't find its way out of a wet paper bag, don't hold your breath that they would ever have the brain cells to figure something like this out.

Investors want to hear about what is new and promising in the companies they invest in. Vivus doesn't know about that either.