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

To: VLAD who wrote (16988)	12/16/1998 7:04:00 AM
From: Trooper	Read Replies (2) \| Respond to of 23519

I'm not currently a share holder, but the more I look into this company, the more I like. I happened to find this posting on the Yahoo discussion board. Can anyone comment? Looks like it could be HUGE! GENE THERAPY BY VVUS!! by: sportakus 23155 of 23171Gene therapy which vvus currently is working exclusively in the ED market will be THE BIG STORY ACROSS USA shortly... The gene therapy story which had been covered on CBS with Dan Rather last night is just being digested by the public... Today newspaper from San Jose Mercury, to Philadelphia Inquirere had a big article about about gene therapy... Public is being informed across USA...any company touches this subject by only a press release will atract tens of thousands of new investors who will be pouring money into this promising future therapy... Primary informations out of vivus in regards to gene therapy is extremely promising...Look for vvus to cliam its leadership by announcing its involvement in gene therapy in regards to ED... Happy Investing!

To: VLAD who wrote (16988)	12/16/1998 4:59:00 PM
From: RCMac	Read Replies (2) \| Respond to of 23519

>>I don't see why it can't gain 10 points in 2 months if everything starts to fall into place.<< A value-stock analysis comes to the same view. First Call current consensus estimate (consensus of two analysts) is for earnings of $0.51 in 1999, numbers that seem likely to rise from here, even without a domestic marketing agreement, and surely with such an agreement. At 51 cents a share, VVUS has a PE of about 6, cheap by any measure - it's priced as though its on the verge of bankruptcy, which it isn't. Assuming (a) a domestic marketing agreement that seems to make a dollar a share plausible, and (b) a PE of 15 (compared to the S&P 500 current multiple of, what, 25 or 26?), it's real easy to imagine a price of $15/share. As to the appropriate PE ratio, my take is that VVUS will probably never get near a market multiple, let alone the premium multiple accorded to growing pharmaceutical companies, largely because investors will always be seeing the hype about the other ED "treatments" under development, will be unable to assess their reality (like most biotech or medical stocks), and will therefore overestimate the threat. This is a chastened version of an earlier thought: Message 5080150 in which six months ago I concluded hopefully: >>So what's not to like about VVUS at $6?<< -- RCM