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

To: VLAD who wrote (21729)	5/8/1999 9:29:00 AM
From: alan laValley	Read Replies (1) \| Respond to of 23519

VLAD: Perhaps going it alone is an entirely different situation today. Wilson has with the advice of the new CFO reduced the expenses drastically and more importantly public awareness of ED has increased dramatically ( although muse is still not a well know product). There appears also enough "cash" to sustain both the R&D & normal business expenses. These events along with reduced pressure to "get it done now" have created a more comfortable situation for VIVUS. Should the stock continue to rise reaching say $8-12 range then I would favor holding off a domestic partner. As the "pipeline" fills with new an exciting products and with each quarter being profitable more credibility will be achieved. This stock as we know is a long term hold 2-4 years. If Wilson can (thats a big if,I know) develop the pipeline to the market, than this stock could easily reach new highs.

To: VLAD who wrote (21729)	5/8/1999 11:54:00 AM
From: RT	Read Replies (2) \| Respond to of 23519

VLAD, I'm getting tired of hearing all these excuses for this sorry ass company. What makes you think Vivus will ever broker a better deal by waiting? The domestic script numbers continue to flat line despite all of Viagara's safety concern. Don't you recall Muse was in trouble before Viagara's launch, hence the lawsuit. Vivus's fate will be determined not by the success of Muse but by the success of Alibra. I firmly believe Muse will hurt Alibra sales because of association. I doubt someone who has tried Muse and found it unacceptable will be inclined to try Alibra.. I'll bet that the domestic deal will never happen until Alibra is launched. The reason is simple. Why would any drug company wish to spend millions re-launching a product that is marginally successful when it will be obsolete in 6 months. RT