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


To: Frostman who wrote (17826)1/16/1999 11:29:00 AM
From: Mkilloran  Respond to of 23519
 
Frostman...anyone have the earnings est that DRW is expecting???

We have 3 analyst est for this qtr ...low of -0.10 high of +0.02
adv of -0.04.

biz.yahoo.com

The key thing is looking at the 1st qtr 99
we have 3 analyst est that are much higher low of +0.03 high of +0.22
adv of +0.13



To: Frostman who wrote (17826)1/16/1999 12:38:00 PM
From: EyeDrMike  Read Replies (1) | Respond to of 23519
 
<< I would like to see this report just for information sake.>>

Frosty,

Because i love ya so much, here's the report. Of course, you'll have to pay the 10 bucks for them to send it to you:

multexinvestor.com



To: Frostman who wrote (17826)1/16/1999 11:54:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
Frostman,

If you clicked on that link that Mike provided and joined (free membership) then you can read the report dated January 10, 1999 which was published by Multex-Stock Review from Ace Consensus estimates.

Note the part that reads:

"Presently a return to profitability is foreseen in 1999, with earnings of $1.06 per share thought PROBABLE."

Let's see now 2 29/32 / 1.06 = 2.74 = forward 12 month PE

So we have a biotech stock which actually has a product and product income and a 1999 forward estimate of over $1.00/share trading under $3.00/share. Just crazy!



To: Frostman who wrote (17826)1/17/1999 12:09:00 AM
From: VLAD  Read Replies (1) | Respond to of 23519
 
Frost,

VLAD from SI also sent an e-mail to Darren Chervitz which read:

What exactly makes you feel qualified to call Vivus' research "obsolete"?

Obviously you don't know what you are talking about.  Vivus is currently at
the forefront in the latest research on erectile dysfunction with its
research in gene therapy which is being led by Dr G. Christ at Albert
Einstein University.

Vivus' current product MUSE has had its sales hurt by the release of Viagra
but this in no way has rendered the product "obsolete".

How about mentioning the safety profile of MUSE as compared to Viagra?  Over
one million men have used MUSE with only one death linked to its use.
Viagra on the other hand has over 130 deaths reported after being used by 6
million men.  The number of deaths linked to Viagra is over 21 times higher
than MUSE as it relates to ratios of deaths vs numbers of men using the
product.

If anything, Viagra is going to render itself obsolete based on its safety
problems.

The hypsters of the press have deemed Viagra the "wonder drug".  Wonder drug
my ass!

Read this article if you want to educate yourself about the Viagra/MUSE
equation:

usnews.com

I look forward to a correction of your misinformed statement regarding
Vivus' research.  Thank you.

Sincerely,

And VLAD also got a reply from Darren Chervitz which read:

Appreciate your comments. While the sentence before the Vivus example could
have led you to believe that I was calling the MUSE technology obsolete,
that was not the case. I was just looking for a good example of one biotech
product that was enjoying great success before another one came along and
took away much of its sales -- and was given that example by another doctor.

Anyway, I did do some research prior to writing the story -- thoroughly
researching Vivus web site, which includes numerous therapies for impotency
except the Viagra pill, and looking at an analyst report that showed that
sales of MUSE in the U.S. have finally stopped declining, tho intl sales
have also begun slowing after nice growth.

Anyway, I appreciate your letter.
Darren