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


To: betty moyers who wrote (18351)1/29/1999 1:53:00 PM
From: Mkilloran  Respond to of 23519
 
betty...I believe you will see domestic earnings of about $5.6 mill in the 1st qtr. without any increase in scripts sales.

Vivus has depleted the domestic backlog and the ims weekly script numbers do not capture all sales. What were dealing with here is how much Vivus will ship in the 1st qtr.

As you noted 3rd qtr income was 3.4 mill 4th qtr was 4.8 mill these two numbers relate to shipped product of aprox 2800 scripts a week in the 3rd qtr and 3900 scripts a week in the 4th qtr.

Now if inventories are low and vivus ships about 4500 scripts a week in the 1st qtr 99 they would book 5.6 mill

VA sales and direct sales to group health providers are not captured in the IMS weekly sales script counts...so we could see more than 4500 scripts a week shiped.

Now if we see script counts going higher all for the better.