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


To: RT who wrote (21736)5/8/1999 1:33:00 PM
From: VLAD  Respond to of 23519
 
RT,

I don't believe that any one here disagrees with the points you make concerning Alibra and there is no doubt in my mind that there will be no deal for MUSE that doesn't include Alibra.

On the other hand think about this:

Vivus has no deal with A/Z or Janssen regarding Alibra. If they don't give Vivus some decent deals/milestones to market Alibra internationally then they will be screwed if Vivus brokers new deals with other large pharmaceuticals for Alibra in those territories. They way I see it we can expect some HEFTY milestone payments from both A/Z and Janssen to market Alibra. I expect $10M from each for their respective territories. How does adding $20M or more to Vivus' cash position make you feel?



To: RT who wrote (21736)5/8/1999 10:35:00 PM
From: Frostman  Read Replies (1) | Respond to of 23519
 
RT, Wouldn't it take 3-6 months for even an experienced partner to develop a marketing plan, staff, and create collateral material for Muse, Alibra, or any other "new" med?

Maybeeeee, lack of a domestic partner presently is due to weak offers, holding out for a better offer, or sheer lunacy on the part of Leland. Dunno.

Frostman