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

To: betty moyers who wrote (18835)	2/17/1999 7:32:00 AM
From: betty moyers	Read Replies (1) \| Respond to of 23519

So what does it mean when the long term trendline (DOWN) and the medium term trendline (DOWN) and the short term trendline (DOWN) have all converged at the current price of the stock? And the short term line has crossed over the medium and the long term trendline? Nothing probably. Nothing means anything with this stock. I could have kept any other stock I had (some were as depressed as VVUS) and would be up significantly now. I mean doubles and triples from the bottom. When does Astra report? Thought it was yesterday, not that I really expect for them to say much if anything about MUSE.

To: betty moyers who wrote (18835)	2/17/1999 7:32:00 AM
From: VLAD	Respond to of 23519

betty, I don't believe that the Astra-Zeneca merger will be 100% finalized until some time in Q2 1999. This means as late as the end of June 1999. Note in the press release: astra.com that they say that the European Commission's Phase I review has been extended to March 1. Obviously there are several phases before the merger is 100% finalized. You can consider it a done deal already but the proper red tape needs to first be processed. You can bet that Astra and Zeneca are proceeding as if it is a done deal but still there is a lot of internal changes under way in both companies that are making things hectic for both companies. When the dust settles we should have a clearer view of where things are progressing with MUSE.

To: betty moyers who wrote (18835)	2/17/1999 6:27:00 PM
From: DaiS	Read Replies (3) \| Respond to of 23519

Betty, I had not seen before the total 1998 Astra revenue for muse. So we have for Astra revenue in US dollars: Q1+Q2 = 3.785M (communication to DaiS from Astra) Q1+Q2+Q3 = 7.696 M (communication to DaiS from Astra) Q1+Q2+Q3+Q4 = 10.850 M (from Astra web site) Gives: Q3 revenue = 3.911 M Q4 revenue = 3.154 M Decline in specification Q3 to Q4 = 19.4% It came from several sources that for UK alone quarterly revenue was at the level 2.5M dollars. Now for revenue 2.5/3.154 is 79%, and for population UK/(UK+Swe+Swi) is 78%. Muse launched UK, February and Sweden and Switzerland, May(?). Viagra launched in EU in September. I think it is fair to assume that muse has faced full viagra competition during Q4 in the above countries. We have also been told that in UK viagra hit hard initially but then muse recovered to original levels. Thus the 19.4% would represent a larger decline caused by the initial viagra hit. DaiS