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

To: VLAD who wrote (19832)	3/18/1999 1:33:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

I guess the market is severely retarded regarding Vivus. As news comes out about stuff we have already known about for a long time the stock moves up. To us this is all old news but I guess to the ignorant masses it becomes headline news and makes Vivus an attractive stock to buy at these levels. I promise everyone here that once Vivus again breaks 5 and stays at or above 5 for a week then the institutions will start stepping in and accumulating shares in quantity. This will be the catalyst for a move from 5 to 10 on no real news. Then at 10ish we start to hear about all the upgrades and new coverage initiated by new players and the stock moves up to challenge the 52 week high of 15 1/2 from last April. After that either a pull back or a move to fill that darn gap. That darn gap from 15 to 21 still bothering my technician friend. He says if Vivus is not going out of business and is a legitimate player in the ED/SD field then it has just got to fill that gap sooner or later. Maybe I'm just an overzealous optimist but my "gut" tells me that the gap filling is going to happen some time this year--maybe sooner than most of us think!

To: VLAD who wrote (19832)	3/18/1999 1:57:00 PM
From: Mkilloran	Respond to of 23519

Vlad...as you have seen in the other ED companies the stock rises in advance of the product sales Zona, MCHM, IOCS, etc Vivus has been overlooked and assumed to be dead .... The reality that it is still alive has been held by the Vivus longs on this board for a long time andis just being realized by Wall Street. The milestone payments have caused a jump in VVUS stock price, and we will see more as Spain, Italy and China milestone payments are realized. The approval of Alibra Phase III trials and application to the FDA after the trials will trigger another jump in stock value. DR Christ presentations to the AUA meeting in May will be another positive event for Vivus... We are watching the turnaround of Vivus as a company and as a stock.. Expect to see Vivus move to the $6-$8 trading range soon.. Expect to see Vivus trade in the double digits in the second qtr with the sales launch of Muse in Europe. The future is bright for Vivus..

To: VLAD who wrote (19832)	3/18/1999 2:28:00 PM
From: VLAD	Read Replies (2) \| Respond to of 23519

As far as the European Union countries go we now have the following: Countries licensed and launched/population in thousands: 1)United Kingdom/58,970 2)Sweden/8,887 Countries recently licensed but not yet launched/population in thousands: 3)Germany/82,079 4)Finland/5,149 5)Denmark/5,334 6)Ireland/3,619 7)Luxembourg/425 8)Netherland/15,731 9)France/58,805 10)Austria/8,134 11)Portugal/9,928 So out of the 15 EU countries there are only 4 left to grant individual licensing for MUSE: 12)Spain/39,134 13)Italy/56,783 14)Greece/10,662 15)Belgium/10,175 Of these 4 remaining countries to get licensing, we have 2 milestone countries. I am hoping to hear licensing of MUSE in Spain in this quarter. We won't have to worry about profitability being dependent on milestone payments after this quarter. MUSE should be launched in full swing in most of the EU countries in early Q2 which is one quarter sooner than Vivus claimed in the conference call. We also have MUSE licensed and launched in Switzerland/7,260 and now licensed in Norway/4,420 both of which are not in the EU. We have almost 30 non-EU countries to seek licensing/launching in and so far only one has launched. EU population: 373,815,000 Rest of Europe: 453,858,000 Total Europe: 827,673,000 Population so far MUSE available in(England, Sweden, Switzerland): 75,117,000. That means we only have product exposure in 9% of the European market. 91% to go in just the European market. The focus in the second half of 1999 will be with Janssen and Asia. China hopefully will approve in Q3 to give us another $2M milestone and expose MUSE to a $1BILLION plus Chinese market. Japan is even a bigger market than all of Europe with a population of only 126M. This is because Japan is more affluent than the whole of Europe. Japan will probably be able to get over $40/dose in the market(if they were to only charge $20/dose the Japanese consumers would think of it as "cheap junk" that doesn't work). The institutions need to start to wake up and smell the coffee on Vivus especially now that the female SD market is beginning to be noticed and discovered and Vivus will be at the front of this train! Vivus made its mistakes as a naive and rapidly growing biotech company. Vivus knows better now to ever get into the sales/marketing of any of its products. This is a lesson well learned. Vivus will only have to focus on R&D, patent approval/protection and production. Never again will this company be involved in sales/marketing. Of course Vivus is doing some minor targeting in the domestic market while they wait to wrap up a domestic partnering deal.