SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: xclently who wrote (30751)4/16/1999 1:56:00 PM
From: Mkilloran  Respond to of 122087
 
xclently .....The one time payments from Astra to VVUS of $4 million were for license in Germany and France..another $4 million will be paid in the 2nd qtr for Italy and Spain...another $2 million in the 3rd qtr from Janssen to VVUS for China...

What you will see is real sales and earnings as Astra and Janssen continue to sell overseas.

The expected EPS for the 1st qtr including milestones was only one cent VVUS delivered 12 cents...because Astra and Janssen were able to sell in the current overseas limited market enough to replenish the pipeline at the same level as the previous qtr.

Look for improved sales overseas as more markets are launched.

Look for a USA sales partner as well in the 2nd qtr and a partner with milestone payments for Japan..

Vivus has a niche market for ED ..Viagra is the big dog...
Astra and Janssen have been successful in selling to Viagra failures, high risk heart patients that can not use Viagra and patients that are on nitro that can not use Viagra.

10% of a $4 billion market can be a nice profitable business for a small bio-tech firm.

Vivus is a turnaround stock...look for it to trade again in the teens by end of 2nd qtr....IMO