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


To: AlienTech who wrote (20246)4/2/1999 1:50:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
AT,

Oh he forgot to mention that they run a HEDGE FUND which means that they short stocks. Oh he forgot to mention that they were always touting Pfizer which they had a large long position in.




To: AlienTech who wrote (20246)4/2/1999 3:49:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
bigK could give a sh#t about the safety issues involved here. So long as Pfizer stock price appreciates he will continue to tout the Pfizer party line. Then he gets off by coming here and posting negative stuff about Vivus followed by his "I told you so" attitude or using big words like "SPECIFICITY". If his head swells any larger it might explode.

Fat lady ain't singing yet.

VLAD

PS Let's tale a look at investment returns for those interested in the ED field deciding to make investments in the beginning of the year:

Vivus 1999 price performance: 2.59 to 4.00 -- up 54.4%

Pfizer 1999 price performance: 125.00 to 139.56 -- up 11.6%

At April 1st closing price of $139.56 and current forward looking estimates for the YEAR 2000 of $3.00/share Pfizer is carrying a forward looking PE 2 years out of 46.5. Based on 1999 year end estimates of $2.48/share, Pfizer has a 1999 FY forward PE of over 56. By any historic large pharma standard, currently Pfizer IMO is terribly over valuated and priced for perfection.



To: AlienTech who wrote (20246)4/3/1999 12:20:00 PM
From: BigKNY3  Respond to of 23519
 
Alien Tech <<Amazing deduction there big k! >>

AT: My point here is the fate of a stock has very little to do with one financial writer criticizing two analysts' opinions. Ultimately, a stock's value will reflect investors' forecasts of short-term and long-term earnings and an evaluation of management to generate these earnings.

For Pharma companies, this is directly related to current prescription trends and the prospects of a future successful pipeline of products.

BigKNY3