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

To: KHS who wrote (19708)	3/13/1999 2:14:00 PM
From: wvalx	Read Replies (1) \| Respond to of 23519

I'm full of questions today.... Not much talk about the most immediate affect of the Female SD potential product. Domestic partnership negotiations: a.) Reduces Vivus' need to cut a deal on big pharma's terms solely. I agree the partner will want to get a decent deal, but I also think it's not good for any party involved to allow Vivus to twist in the wind. I know this product is far off, if ever coming out, but I think psychologically boosts Vivus. b.) A chip to include in the negotiations. I'm no expert on new drugs, so is it too early for some big pharma to get involved (e.g. sign up for a marketing rights?) I'm sure all of the big pharmas are salivating if they think it is a viable product. What about financial involvement from possible suitors? Would a $100 million upfront payment be out of the question for a package of MUSE, Alibra, and Female SD cream? That's roughly the market cap of Vivus right now, so how about an equity stake or buying the company outright? I think it's VERY difficult to put a price on Vivus right now with the unknown potential of the POSSIBLE product. If Viagra clears $700 million in sales the first year, is $1 billion out of the question for a blockbuster female treatment? Finally, did Vivus expect the patent to come in around now and this was the reason for the delay in the marketing partnership. If Vivus creeps up to $5 range and the partnership is announced, it will be a whole lot more beneficial to shareholders (probably a double the day it is announced) than if the stock is languishing around $2.50. Anybody thoughts on the above? One more thing, I asked this before, does anyone know when a name is associated with a product? Submission to FDA for Phase I trials? I think once a name is given, it will be the start of something tangible to allow the speculators to jump on board the Vivus train. choo-choo!