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

To: Andreas Samson who wrote (19198)	3/2/1999 11:44:00 PM
From: Mark A. Stang	Read Replies (2) \| Respond to of 23519

Vlad--don't rise to Andy's bait. Cute, Andy. First you post an arbitrary and unsupported conclusion--that if VVUS doesn't have a domestic partner by May 1, it never will. Then you try to bootstrap the conclusion with a hypothetical premise which, on its face, cannot be true--that the A/Z merger is effective TODAY. You're just playing games and blowing smoke. Nice try.

To: Andreas Samson who wrote (19198)	3/3/1999 12:02:00 AM
From: VLAD	Read Replies (1) \| Respond to of 23519

Andreas, Given that scenario, I would say that if by then A/Z and Vivus were not able to hammer out a reasonable deal then the likelihood of it happening later on would be slim. Face it, the Vivus is worth a lot more in the hands of a larger company than in the hands of Vivus. Step one: A/Z sign a domestic partnership in the US and sign for Japan. Step two: Closely monitor sales in countries fully launched/marketed. Step three: Based on sales of MUSE and projected Alibra sales and further intellectual property a buy out offer is made (cash or stock trade) in the future. A small cap biotech company like Vivus with 32M shares outstanding and with potential global sales of $400 to $500M on MUSE alone is IMO worth AT LEAST $15 to $20/share! At a market cap of one time gross sales of $400M to $500M we get $12.50 to $15.75/share.