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


To: KHS who wrote (20598)4/15/1999 11:30:00 PM
From: Mkilloran  Read Replies (1) | Respond to of 23519
 
KHS...domestic sales have been flat , milestone payments are known $4 million...the only way they get to $0.12 cents is with international sales ....things are looking up for a good run and higher prices into the 2nd qtr...with better sales in the future...current and future earnings will drive VVUS much higher

Let the fun begin



To: KHS who wrote (20598)4/16/1999 12:13:00 AM
From: VLAD  Read Replies (2) | Respond to of 23519
 
KHS,

My guess on Q1 product sales goes something like this:

1)Domestic sales about $3.5M
2)International sales about 1/2 of Q4 1998--my guess is about $3.5M
3)Milestone payments of $4M accounts for 12.5 cents profits.

In other words the CFO has done an EXCELLENT job controlling expenses because without the milestones, Vivus managed to break even. No marketing arm in the US market and a delayed European launch means a lot of room for some serious earnings improvements looking forward.

With AstraZeneca's European launch of MUSE next month along with a probable domestic partner in the near future, Vivus can see some SERIOUS earnings looking forward. IMHO based on forward looking earnings potential Vivus is CHEAP even at $10.00/share.