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

To: Little Gorilla who wrote (21762)	5/9/1999 10:00:00 PM
From: Mkilloran	Read Replies (1) \| Respond to of 23519

LG,,,,to your point "a major prarm co wouldn't partner with a small bio tech firm unless the potential was over $400 mill per year" as per BIGKNY3 rules. SGP has partnered with ZONA and if you play out the projections by Smith Barney ....looks like they didn't have BIGKNY3 on their board to save them... MUSE IMO has far greater potential than Smith Barney has projected..Also they neglected to project anything for Alibra which should be on the market in year 2000. Astra/Zeneca and J&J Janssen already have partnered with Vivus for world wide distribution of Muse. The only two countries that are still open are the USA and Japan. The management of Vivus has changed .......the new CFO has established himself and has far more respect for what he has accomplished in just a short time vrs the past CFO. The future of Vivus is in the R&D works in progress. MUSE and soon to be ALIBRA are just the near term products that will provide the cash flow to feed the R&D pipeline. BIGKNY3 and VLAD battles are just the sideshow to the main event . VIVUS has carver a niche for itself in the ED marketplace and will continue to show a profit as it expands the R&D pipeline. The pipeline has much more potential. Astra/Zeneca and Janssen are looking at the pipeline as well as the current product. Look for expansion of these partnership agreements to include Alibra in the near term.

To: Little Gorilla who wrote (21762)	5/9/1999 10:49:00 PM
From: BigKNY3	Respond to of 23519

Little Gorilla : <<Drug 1997 1998 1999 2000 2001 2002 phentolamine (VASOMAX) $ -- $ -- $ 30 $ 60 $ 95 $ 130 Funny, I though SGP had signed on to market Vasomax. Explain please.>> Little Gorilla: Good point. When Schering signed their co-marketing agreement,they probably felt that they could achieve sales greater than $500 million a year in the large ED market....and they may still. I am sure that SGP disagrees with the Salomen Smith Barney projections..... as most VVUSers do concerning their MUSE forecasts. BigKNY3