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

To: RT who wrote (21003)	4/21/1999 4:55:00 PM
From: Joe Reich	Read Replies (1) \| Respond to of 23519

I took copious notes during the brief CC. Clearly they are going to manage expenses against income, so they break even for the year. While this isn't so bad if it goes to R&D, they clearly indicated increased spending on sales and marketing. This is why we still don't have a marketing partner. These assholes are gonna try and do it themselves again. If we do not learn from our mistakes, we are bound to repeat them. Joe PS: Sorry, VLAD, I may not stick it out long enough to get you the Ferrari.

To: RT who wrote (21003)	4/21/1999 4:56:00 PM
From: wvalx	Read Replies (1) \| Respond to of 23519

What were you guys looking for? I thought is was a pretty upbeat CC myself.

To: RT who wrote (21003)	4/21/1999 7:09:00 PM
From: Curtis Frazier	Read Replies (2) \| Respond to of 23519

Their goal for the year is to break even WITH the milestone payments. This ain't good ya'll. They already have some prepayments also. That means that money is already accounted for. What was the thing that Leland was suppose to pull out of his sleeve today? They said, "They don't expect significant international revenues during the second and third quarters." Oh well.... I knew I should have bought those puts!!! I have to say this was about the most boring cc I ever sat through. But then again, it's only my second. They say there are upbeat, but they don't really sound like it.