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

To: Mkilloran who wrote (19095)	2/25/1999 4:06:00 PM
From: VLAD	Respond to of 23519

martin, I think the part that will actually get things cooking is how well muse sells in countries such as Germany and France side by side with Viagra with good marketing/doctor detailing by Astra/Zeneca sales reps. I think that if England is a fair sample of the results then muse sales should be excellent and I will be very happy if muse can maintain 15 to 20% of the ED scripts in those countries. If Astra was able to maintain 34% of the market 3 months post Viagra then I believe that an even stronger Astra/Zeneca sales force may do better. Regardless, anything above 10% of the ED market on a global basis should give Vivus good earnings down the road. 15 to 20% should give Vivus excellent earnings. There is no way to justify a sub $10.00/share stock price if these numbers prove to unfold! Don't forget that the Astra/Zeneca merger means that the best sales people stay and those at the bottom get the pink slip.

To: Mkilloran who wrote (19095)	2/25/1999 4:15:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

martin, I'm satisfied with today's trading. We closed up 13.5% and held above the 2 1/2 level on a bad market day. I believe we will go up even more tomorrow if we have an ok general market day. We all know that little pieces of good news/progress in international markets should give us a gradual move to the upside. We also know that the announcement of a domestic partner can give us a triple bagger or more on the announcement. Vivus' fate is now in the hands of other large pharmaceutical's ability to sell and market muse. I have confidence that Astra/Zeneca and Janssen will do a fine job. Whoever Vivus signs to market muse domestically should set the tone that this tiny biotech company is back to running on all cylinders with a positive future outlook. IMO those who held over the past 12 to 18 months will eventually be compensated for their disappointments of the past. Those who get in fresh now will make a lot of money!