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


To: Andreas Samson who wrote (18248)1/28/1999 5:07:00 PM
From: 777 Captain  Read Replies (2) | Respond to of 23519
 
You would think that they could use some of the cash they are holding to help support the stock price. Just think, 1,000,000 shares for $3,000,000 - a real bargain??



To: Andreas Samson who wrote (18248)1/28/1999 5:20:00 PM
From: Mark A. Stang  Read Replies (1) | Respond to of 23519
 
Vlad--

Count another 12,000 shares here to fire Leland.

Mark



To: Andreas Samson who wrote (18248)1/28/1999 5:54:00 PM
From: VLAD  Read Replies (2) | Respond to of 23519
 
<<Vivus going under $2.00-->>
<<Sorry Vlad>>

Andreas,

I have to disagree with you as always. I believe that Vivus will now go up and actually soon be a double. Why? Because IMO the stock is currently priced for bankruptcy.

You all knew that no partner was going to be announced as I clearly warned all of you.

You knew that international sales would be lower based on Astra waiting to let Viagra get relaesed first in Europe.

You all knew that we would readily beat Q4 estimates of a 4 cent loss.

You all know as from the past 4 quarters that Vivus always paints a pessimistic picture so they don't get sued again for pumping the stock.

You all know that Wilson has offers on the table but is was waiting for Astra-Zeneca merger to complete so that Vivus could negotiate a partnership with the company they will feel most comfortable with for an eventual take-over.

I see a lot of positive news coming out from Vivus over the next few months including a domestic partner and more on R&D developments.

With the huge short interest in Vivus along with only mostly die hard longs holding long, Vivus has nowhere to go except up.

Look for a break out of this 2.5 to 3.5 trading pattern.

VLAD

PS Those who wish to pursue voting in our own board and ousting Wilson please post your thoughts or opinions. Based on the input I will decide whether we move forward or not. Should we give him another month to get the partner signed or shall we move forward towards his removal NOW??



To: Andreas Samson who wrote (18248)1/28/1999 10:05:00 PM
From: VLAD  Respond to of 23519
 
Andreas,

If you replay the cc, nowhere did they say that there were "no international shipments going out into Q1/Q2".

The CFO said that international shipment of product was down by $8.3M in Q4 "due to delay of international approvals and launches"

He goes on to say that "we do not anticipate SIGNIFICANT shipments of MUSE to the partners until second half of 1999."

Wilson goes on to say the exact same thing ie "does not anticipate SIGNIFICANT shipments in Q1 and Q2".

But Vivus still needs to supply Astra in other non European countries such as Brazil, Argentena, Mexico and Australia and Janssen in Canada, South Africa, Korea, Hong Kong, Phillipines etc...

What kind of international shipments will be required to continue supplying these countries I do not know but it might be a good question for someone to ask Vivus.

Remember Leland said in December's press release that he was making "significant" progress in his partnering negotiation. It appears to me like Vivus likes to use the word "significant" in a very loose and vague manner.

How much in international shipment sales will be considered "significant" compared to Q3's number of over $14M?