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

To: Todd N who wrote (20286)	4/5/1999 10:20:00 PM
From: KHS	Respond to of 23519

Todd and others: Reading annual report for Berkshire Hathaway. W. Buffet allows his operating company CEOs to run the company and not fall prey to time consuming chores like meeting with the analyst community. Not to worry about short term quarterly earnings, upsides,downsides and the other crap from Wall Street. Maybe, just maybe, L. Wilson has insulated himself from the pressures of the street and the shareholders. I said before this is his stock not ours. If he thinks this way, maybe that is good for us. He is following his course. Bottom line to your question Todd; I think may have been given offers for buyout but they were too low. As far as a marketing partner, maybe the terms need to be detailed and he is waiting for the right situation to develop.

To: Todd N who wrote (20286)	4/5/1999 11:33:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

Todd, I'm not going to spend a lot of time telling you about Vivus. IMO the "best" source of information is this thread. IMO it is far better than any information Vivus IR will ever give you. I also am surprised that if you have dealt with this stock in the past you didn't do any DD following the 120% gain after the female SD patent announcement last March. Contrary to the lies and disinformation spread by the shorts Vivus is no longer a "one product" company. Vivus' focus has changed from only male ED to medications involved in the field of urology. Certainly it is too soon to know what future products in the preclinical R&D stages have solid promise but IMO if Vivus plays its cards right they can have a female SD product (alprostadil) on the market in one year. This is not to mention that the marketing and sales of MUSE on a global basis is nowhere near maturity. In fact, they probably have not even tapped 10% of the global potential. Check out the information on Alibra which is Vivus' upgrade of MUSE. It is a one dose product containing only 125ucgms of alprostidal and a vasodilator called prazosin. Alibra is currently in the middle of phase III clinical trials and Vivus claims it will file an NDA in Q4 1999. Alibra is proven to be more effective than MUSE with fewer side effects (pain). If Alibra is used with Actis it probably will prove to have 70%+ efficacy in cases of complete organic ED (something Viagra will never achieve). No refrigeration and NO titration(one dose fits all). Applicator is smaller. I am also told that Vivus is acquiring the technology for a completely different product which you may hear about during the next conference call (in about 2 weeks). Vivus is also involved in preclinical research on products to treat premature ejaculation, incontinence, and prostate cancer. Whether any of this R&D will lead to a marketable product remains to see. Gene therapy for erectile dysfunction is another R&D project which Vivus appears to have made progress on with Dr. Christ at the Albert Einstein University. Well, enough said. If you really believe that Vivus has no future then I advise that you stay away. Otherwise do your own DD and decide for yourself. VLAD PS Vivus still carries a 20%+ short interest.