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

To: Dale Meunier who wrote (13544)	8/18/1998 2:15:00 AM
From: VLAD	Respond to of 23519

Dale, I copied the entire filing and read over it 3 times. Most of it sounds exactly like the past filings ie the company paints every possible scenario of potential avenues of failure in order to cover their asses if anything ever does go wrong. In fact, after the filing of the suit it seems like the filings sound more and more cautious each quarter. Like yourself, I noticed those last 2 sentences and immediately asked myself exactly what they may or may not mean. In fact I mentioned this earlier on the short thread. I am not terribly worried as I feel that the stock is already priced for total failure. Since you are holding time sensitive options I suggest that you attempt contacting Vivus IR to find out the exact meaning and potential implications of those sentences. IMO they are either warnings of more blunders to come or they may be poorly worded further cautious statements. I would like to know exactly what the definition of "recently" is as I am sure that much of the information is based on past conditions. Does recently mean a week ago or a month ago?? Have these "various manufacturing difficulties" been resolved? What exactly are these "difficulties'? Is the "material adverse affect" already factored into the latest Q3 earnings projections? Is the company actually pulling a head fake in order paint doom and gloom so that Q3 will actually be a surprise? I am not holding my breath but share holders should try to find out the answers to these questions ASAP.

To: Dale Meunier who wrote (13544)	8/18/1998 2:48:00 AM
From: VLAD	Read Replies (2) \| Respond to of 23519

Dale, Perhaps we are being overly cautious or even paranoid. Another way of interpreting these 2 sentences may be as follows: "The company has recently experienced manufacturing difficulties that have resulted in production and shipment delays and higher costs" Possibly this is referring to the problems experienced back when the Company was moving equipment from the old to the new plant. Or this could be something which occurred in Q2 and effected earnings in Q2. This may also explain why countries such as Sweden and Switzerland just launched MUSE a week ago when they had approval months ago. "In turn, revenues from the sale of MUSE will be delayed, which will have a material adverse effect on the Company's business, financial condition and results of operations." This may be referring to what has already happened in Q2. If it is referring to Q3 perhaps the affect has already been factored in the earnings estimates and this is why Zacks dropped estimates a week ago from .09 to .04?