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


To: Frostman who wrote (18430)1/31/1999 5:26:00 AM
From: VLAD  Read Replies (4) | Respond to of 23519
 
I started a new thread for the share holder movement but I only see it listed under the Stock Talk Biotechnology section. Anyone know how to get it listed along on the charts page?



To: Frostman who wrote (18430)1/31/1999 1:58:00 PM
From: Mkilloran  Respond to of 23519
 
frostman.........news from Japan

#reply-7580197

Muse will have a slice of this market someday



To: Frostman who wrote (18430)1/31/1999 4:08:00 PM
From: betty moyers  Read Replies (2) | Respond to of 23519
 
Comparison of Q3 and Q4 1998 shows that a lot of progress was made

ALL FIGURES IN MM

Q4 Q3

US Revs 4.86 3.49
INTL Revs 6.27 14.58

COG 6.13 28.30 (16.0 IN RAW MATERIAL WRITEDOWN)
R&D 2.27 4.67
S&A 1.96 3.88

CASH 2.99 4.69
NEG SEC 20.96 13.52
_____ _____

TOTAL 23.95 18.21

INT INCOME 0.27 0.19

ACCT REC 5.20 7.96
INVENTORY 5.21 7.79

ACCT PAYABLE 3.278 13.04
ACC & O LIAB 21.29 28.90
LT LIAB 7.86 0.00
----- -----

TOTAL LIAB 32.43 41.94

SH EQUITY 21.68 20.31

1) US sales increased showing that pipelines are unclogged, scripts have at least leveled if not turned up. Future sales will be fully reflected in revenue.

2) INTL sales are fuzzy question. What does not significant additional mean? If it means Q4 to Q1 flat then we are fine as US sales are worth more and will be up some and we should have a milestone.

3) With sales meeting in Feb... by Q2 european sales should be well underway given the track record shown in previous countries launched.

4) Cash and Neg securities increased as did interest income which shows investment of cash in bonds or treasuries.

5) Acct Rec DOWN Inventory DOWN Acct Payable DOWN
Total Liab DOWN and some conversion of short term debt to lower costing long term dept

WHILE CASH + SECURITIES are UP that is UP

Much better cleaner healthier balance sheet

6) $ 8 MM on the way in for CFO to use wisely to really make the balance sheet look good

The improvement is amazing from Q3 to Q4