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

To: Curtis Frazier who wrote (21074)	4/21/1999 7:28:00 PM
From: VLAD	Read Replies (1) \| Respond to of 23519

Curtis, The conference call was short and to the point and proved 2 important things: 1)Vivus is a very viable company 2)Based on the Alibra, the premature ejaculation product, the female SD cream and gene therapy things do indeed look good on the R&D front. I think some here who sound disappointed were expecting Leland to announce a domestic partnership with Astra/Zeneca. I believe it will happen sooner than many think.

To: Curtis Frazier who wrote (21074)	4/21/1999 7:30:00 PM
From: wvalx	Read Replies (3) \| Respond to of 23519

Curtis, <<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.>> I'm sure if they wanted to, they could make .50 for the rest of the year. Again, they said they are going to increase R+D and marketing expenses. THIS IS GOOD! NOT BAD! (Check Wall street's reaction to short term sacrifices to long term gains: AMZN, EGRP, etc., etc.) Again, everybody repeat after me: more drugs good! more drugs good! <<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.>> To me they sounded like they were creaming in their pants (unless of course they were taking their PE drug)! <ggg>