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


To: VLAD who wrote (18066)1/23/1999 8:26:00 AM
From: betty moyers  Read Replies (1) | Respond to of 23519
 
VLAD, Certainly it is not unusual at all for a stock to beat concensus est (in this case a +0.04 vs - 0.02) without any prior warning to the earnings announcement. Happens all the time. That's why ZACK's lists the top 100 EPS surprise stocks every month.

4 trading days now and we will have a clearer picture of whether we are on the road back immediately or we have to wait longer



To: VLAD who wrote (18066)1/23/1999 9:44:00 AM
From: Frostman  Respond to of 23519
 
Short interest figures for Vivus through mid-January will be available before the CC. I feel the number will be down again, perhaps 10% to 12%. That leaves somewhere in the range of 6.5 million short shares moving towards the CC date. I believe 98Q4 will show a profit, but regardless of the status of the partnership agreement, Leland Wilson must deliver a CC presentation that will be uniformly received as credible.

With a profit, and the CC goes well, short interest will actually have a reason to unwind their current strategy. This next week will be interesting. Especially Friday, I'm betting on it.

Frostman

Date Shares short Avg. vol
12/98 7,413,805 663,108
11/98 7,931,739 563,343
10/98 8,917,322 505,421
09/98 9,632,150 646,479
08/98 11,027,118 710,889
07/98 11,888,174 1,571,254




To: VLAD who wrote (18066)1/23/1999 11:29:00 AM
From: Rocon  Read Replies (2) | Respond to of 23519
 
VLAD:

If you're right about beating the consensus estimate, we should have a very positive week.........let's hope that we all hear nothing but good news before and after the cc.

Ron