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


To: Brent who wrote (21029)4/21/1999 5:49:00 PM
From: wvalx  Read Replies (2) | Respond to of 23519
 
Brent,<No, I would like a company with sales expertise to do it.>
AZ is the largest pharma in the world. I agree with you that I wish they would start selling today, but hey these are Europeans! <ggg>
I have the absolute, fullest confidence in them.

<<Talking about it is all the are doing. I would have expected whoever it is that is responsible for sales and marketing of a product to be ready to sell it as soon as possible. Not to wait for several months after.>>

What kind of deal would they have gotten in October of last year. We wouldn't even seen $3.5 M in revs. I totally believe the AZ merger has delayed this.

<<I'll grant you that, if he gets the price above $20. Its funny how a CEO's IQ and ability fluctuates with the stock price?>>

Mark Twain said something to the effect of: "When I was 17 my old man was a complete idiot, four years later at 21 I was completely amazed at how much he learned.

I think Vivus' darkest days are behind it. This was the best (and shortest) CC I have heard (my 1 year anniversary is April 24th).
We'll slowly move up from here (with some wild swings throw in).

Focus on new drug pipeline!



To: Brent who wrote (21029)4/21/1999 5:57:00 PM
From: VLAD  Read Replies (1) | Respond to of 23519
 
Brent,

I think you should sell your stock tomorrow.

Call me the eternal optimist but I perceive Vivus as a small cap biotech company whose ultimate success will be dependent on the R&D front. And I like what I'm hearing.

Do you remember the short's "one trick pony" trick?

That all looks to me to be rapidly changing. Look at the R&D front now:

1)Alibra finishing up phase III now.
2)A new premature ejaculation product going into phase II later this year. This proves to the Street that the premature ejaculation talk was not just talk/fluff and there is a REAL product with HUGE potential that Vivus is working on.
3)Dr. Christ's gene therapy work continues to progress and IMO will eventually lead to an injectable product to treat organic vascular ED. He is also doing research on gene therapy as it relates to cancer(I need to find out more).
4)Femme Cream product. I'm a little disappointed that they didn't have more to say on the femme cream. As you know the potential is HUGE.

I think that covers everything important on the R&D front. I believe all 4 of these points will result in a marketable product.

The shorts can no longer attempt to instill the fear that Vivus is going Chapter 11. What a crock! Vivus is sitting on $36M cash and current product sales of MUSE will cover expenses.

If Vivus announces a domestic partner deal in 2 weeks we can easily be looking at a $20/share stock.

Remember....THIS IS NOT AN INTERNUT STOCK!!!!

VLAD

PS I still think Leland needs to take a hike!