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

To: Mkilloran who wrote (18075)	1/23/1999 5:41:00 PM
From: VLAD	Respond to of 23519

martin, Although LIPO and CEPH are not ED stocks, they more closely fit the pattern of Vivus in terms of number of shares, business models and analyst coverage. The "other" ED plays are not good to compare because they either have no analyst coverage (SNTKY and MCHM) or they have a significant fewer number of shares outstanding(ZONA). I have followed these two other biotech companies because they were always listed on a "comparitable" company list on analyst reports I have read. If anyone else has any other comparitable stocks (ie about 30M shares outstanding, at least a couple of analysts following, and under the Biotech and Drug Industry), please feel free to share the information as I would enjoy adding to my list. I have not searched through the 350 or so biotech stocks listed but I do believe that CEPH and LIPO are going to be the closest matches in general similarities to VVUS.

To: Mkilloran who wrote (18075)	1/23/1999 6:14:00 PM
From: VLAD	Respond to of 23519

martin, I also think that Vivus needs to share more information on gene therapy with the investment community. To this day, Vivus has released ZERO press releases concerning information relating to gene therapy. I am told that Vivus isn't doing this because after the last lawsuit they don't want to be accused of hyping. I diagree with this stand Vivus has taken. They need to inform, not hype, potential investors that they have some very proinsing and proven research regarding gene therapy. They need to have Dr Christ release some statements/details on the progress of his work. How can anyone appreciate the value of this potential cutting edge form of ED therapy if nobody knows about it? Informing is not hyping. Vivus also needs to be more informative regarding Alibra phase III clinical trials. Here we have a product that will prove to be superior to MUSE but again little if anything has been reported. What about intraurethral therapies for incontinence? What about intraurethral therapies for premature ejaculation? Vivus has made mention of these things but has provided no serious information to allow investors to know if these type of products have any serious potential to eventually become seriously marketable products. Between MUSE, Alibra, gene therapy, and potential developments in incontinence and premature ejaculation, not to mention a small biotech that has its own manufacturing capabilities and 2 strong international partnerships, the stock is a joke to be allowed to trade at a market cap of $85M.