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


To: VLAD who wrote (18709)2/12/1999 1:03:00 PM
From: VLAD  Read Replies (2) | Respond to of 23519
 
Astra will be holding its year end meeting on February 16. We probably should hear something in regards to MUSE. I am expecting to hear an announcement about MUSE licensing in some of the milestone countries next week:

astra.com

I believe that Astra/Zeneca will eventually be the marketing partner in the United States if for no other reason that they are the ones that have first hand appreciation of how well MUSE can do in the face of Viagra. If they were able to get MUSE sales back up to preViagra levels in England, no reason that they couldn't do the same in the United States.



To: VLAD who wrote (18709)2/12/1999 1:46:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
martin,

The only factor holding us down to these insane levels is Wilson's inability to effectively negotiate a domestic partner.

IF he can ever execute, then with a domestic partner and the launching of lucrative international markets such as Europe should give us forward looking earnings prospects of over $1.00/share. I have not checked the average PE lately for the biotech sector(someone recently mentioned 57) but assigning an extremely conservative forward looking PE of 20 would give us a fair market value of $20.00/share.

As far as I'm concerned, there is not much more to discuss about where we are heading until Wilson signs the partner. I think he will do it but I will never forgive this clown for all the pain and suffering he and Vivus management put us through.