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


To: Mkilloran who wrote (17716)1/12/1999 7:57:00 PM
From: DaiS  Read Replies (1) | Respond to of 23519
 
Not much but FWIW,

I am fairly happy now that the recent posts of Riskman are reliable, having now spoken with and exchanged E-mails with people at Astra, and Vivus UK. (Go to yahoo, search riskman2000 and read his last ten posts or so to revise)
He got more than I did, but I feel he has some good contacts and maybe more skilled than I at this sort of thing. I have also spoken with the pharmacy managers at two of the biggest chemists stores in my region.

1. The NHS pays Astra
125 microgram - 1 £9.14; 6 £54.84
250 microgram - 1 £9.95; 6 £59.70
500 microgram - 1 £9.95; 6 £59.70
1000 microgram - 1 £10.18; 6 £61.08

Thus Riskman's £10 per unit Astra revenue is spot on. Pharmacies charge much more than the above for private prescriptions because of their mark-up, and for dispensing and for refrigeration.

2. The £500,000 Astra revenue per month for UK is about right. So we do have 2000 or so six packs per week in the UK, about double that in US per capita - and without actis.
3. Many private prescriptions for Viagra are being filled.
4. Muse was hit quite hard in UK when Viagra introduced but there has been a recovery. Just how big the hit or solid the recovery I don't know - I cannot quantify myself nor confirm Riskman's figures.
5. Demand for 1000ug is greatest. There is almost no demand for 125 or 250ug - well we knew this.

I can also confirm that ACTIS is not yet available or registered in any other country than US and that Vivus are actively pursuing registration of ACTIS as a medical device and will be obtaining the CE mark to enable the distribution of ACTIS in Europe in the near future.



To: Mkilloran who wrote (17716)1/12/1999 10:19:00 PM
From: Frostman  Respond to of 23519
 
Martin, 100% of all my VVUS shares are in a cash account. Period. I did this a while back to keep them from being loaned for short sales.
Are you saying that they can still be shorted under those circumstances and suggesting that I/we take physical delivery of our shares?

What am I missing here?

Frostman