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

To: RCMac who wrote (17008)	12/16/1998 5:30:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

RCM, Couldn't put it better myself. I feel that the price of Vivus stock will appreciate and maintain any gains when solid earnings are proven. It has taken a solid 9 months for the Viagra hype to die down. We can assume it will probably take about 3 to 6 months for Viagra hype to die off in new international countries launched. Less time since these other countries have already been hearing about Viagra since last April and internet and black market availability has been present since. In the mean time MUSE will begin its gradual process of filling its appropriate niche. Eventually the reality of earnings will be appreciated.

To: RCMac who wrote (17008)	12/17/1998 2:16:00 AM
From: Andreas Samson	Respond to of 23519

Why VVUS is 'priced as though it is on the verge of bankruptcy': A reading selection from the 10-Q... >> Underlying demand for MUSE (alprostadil) domestically, as measured by retail prescriptions, has declined approximately 75% since the commercial launch of sildenafil...The Company anticipates that the commercial launch of sildenafil in Europe and other international countries will decrease the international demand for MUSE...As a result, the Company's international marketing partners, Janssen and Astra, have significantly reduced orders for MUSE (alprostadil) which will have a material adverse effect on the Company's business, financial condition and results of operations....Furthermore, there can be no assurances that Janssen and Astra will not further reduce their orders. ...The Company expects higher costs per unit in future periods resulting from lower demand and production at significantly reduced levels....The Company has generated a cumulative net loss of $110.8 million for the period from its inception through September 30, 1998.....Current liabilities at September 30, 1998 exceed current assets resulting in negative working capital $7.0 million....The Company anticipates that its existing capital resources combined with anticipated future revenues may not be sufficient to support the Company's operations through the commercial introduction of MUSE (alprostadil) in all international markets or for the introduction of any additional future products...There can be no assurance that the Company will partner with a major pharmaceutical company to market, distribute and sell MUSE (alprostadil), or that such a partnership would be on reasonable terms. Further, there can be no assurance that such a partner will be able to successfully market, distribute and sell MUSE (alprostadil). Should the Company establish such a relationship, the Company's U.S. marketing efforts will depend substantially on the partner's efforts....Certain side effects have been found to occur with the use of MUSE (alprostadil). Mild to moderate transient penile/perineal pain was experienced by 21 percent to 42 percent of patients (depending on dosage) treated with MUSE (alprostadil) in the Company's Phase II/III Dose Ranging study....During 1997, the first year of commercial use of MUSE (alprostadil), the incidence of adverse side effects was consistent with that experienced in clinical trials.