SI
SI
discoversearch

 Biotech / Medical | VVUS: VIVUS INC. (NASDAQ)


Previous 10 | Next 10 
To: Frostman who wrote (23111)1/15/2002 11:54:06 PM
From: Curt Whitaker
   of 23502
 
Patience Frosty...

CEUT doesn't want to become a hypster... they're likely waiting for a PR on PE Phase II trials beginning. That will give them the "justification" to raise the target price.

They should do something - lower their recommendation to BUY based on valuation, or raise the target. My guess is the latter and they're waiting for customers & institutions to get in before they do.

Curt

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Curt Whitaker who wrote (23112)1/16/2002 8:40:38 PM
From: Frostman
   of 23502
 
Curt, Good to hear from you.

As to CEUT, I believe they played a significant part in fueling the Vivus "valuation adjustment". When Trader's Edge stated that $10 is the high-end of their trading range prediction, I felt CEUT might be motivated to roll out their next move ahead of schedule.

Rational thinking for a man who momentarily ran out of patience. I'm OK now.

You've been in Vivus as long as anybody I know.. What do you think is powering this run?

Frostman

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Frostman who started this subject1/17/2002 1:40:58 PM
From: wgh613
   of 23502
 
VVUS,
VIVUS Announces FDA Permits Conduct of Clinical Trial With TA-1790 for the Oral Treatment of Erectile Dysfunction
BUSINESS WIRE - January 17, 2002 13:33
MOUNTAIN VIEW, Calif., Jan 17, 2002 (BW HealthWire) -- VIVUS, Inc. (Nasdaq:VVUS) today announced that as a result of filing a successful Investigational New Drug Application (IND) in December of 2001 the U.S. Food and Drug Administration will permit the Company to initiate a clinical study designed to evaluate the safety and efficacy of TA-1790 for the treatment of erectile dysfunction (ED). TA-1790, licensed from Tanabe Seiyaku in 2001, is a fast acting, highly selective, potent, oral phosphodiesterase type 5 (PDE5) inhibitor. The study will be a multi-center, double-blind, placebo-controlled evaluation of TA-1790 using RigiScan(TM) assessments of erectile response.

"This is a significant first step in the clinical development of TA-1790," stated Dr. John Dietrich, Vice President of Research and Development at VIVUS. "The trial that we will conduct is designed to assess the acute safety and efficacy of orally administered TA-1790 in subjects with erectile dysfunction."

PDE5 inhibitors, such as Pfizer Inc.'s (NYSE:PFE) Viagra(R), have been shown to be effective oral treatments for ED. Preclinical studies suggest that TA-1790 has unique characteristics that could allow it to compete in the ED marketplace.

VIVUS, Inc. is a pharmaceutical company engaged in the development of innovative therapies for the treatment of quality-of-life disorders in men and women, with a focus on sexual dysfunction. Current development programs target Female Sexual Dysfunction (FSD), Erectile Dysfunction (ED) and Premature Ejaculation (PE). The Company developed and markets in the U.S. MUSE(R) (alprostadil) and ACTIS(R), two innovations in the treatment of erectile dysfunction, and has partnered with Abbott Laboratories (NYSE:ABT) for the international marketing and distribution of its male transurethral ED products. In Canada, VIVUS has partnered exclusively with Paladin Labs (TSE:PLB) to market and distribute MUSE

Share Recommend | Keep | Reply | Mark as Last Read


To: Frostman who wrote (23113)1/17/2002 2:05:46 PM
From: Curt Whitaker
   of 23502
 
Frosty,

Yes, it has been a while (in this stock). I think you mentioned on RB that you started as a short-term trader in this stock - so did I. Go figure. :-) It would be nice to see TA come back and enjoy some of this fun. Who was the playboy model that used to post?

Run: I think the Alista results, combined with a CEUT-led investment road show is powering this. Looks like solid, and sustained, institutional buying. I really like today's release - timing couldn't have been better and is exactly how MSFT does their PR. Save a couple PR's in the wings for down stock days - great way to support the stock. I hope it was deliberate.

PE Phase II trials should be starting SOON. Perhaps they already have and the PR is in the wings. Many positives that could push us much higher - PE Phase II, Alibra (stretch), Partnerships, Patents, new drugs?, and one that I want to see now - more analyst coverage.

A little longer, and we'll qualify for 5-year long-term capital gains. :-)

Curt

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Frostman who started this subject1/17/2002 2:48:03 PM
From: Jack Hartmann
   of 23502
 
Vivus (VVUS) 6.74 -0.36 (-5.1%): Announces that the FDA will permit the Company to initiate a clinical study designed to evaluate the safety and efficacy of TA-1790 for the treatment of erectile dysfunction.
from briefing.com

jack

Share Recommend | Keep | Reply | Mark as Last Read

To: Curt Whitaker who wrote (23115)1/17/2002 11:46:01 PM
From: Curt Whitaker
   of 23502
 
Now I remember... it was E'lane that said she posed on Playboy. Wonder if she still follows our humble VVUS these days.

Curt

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


To: Frostman who started this subject1/18/2002 9:35:31 AM
From: wgh613
   of 23502
 
VVUS gets price target upped to 14 from 7,

09:16 ET Vivus (VVUS) 7.00: CE Unterberg Towbin is raising its 12-month price target to $14 from $7. Says with FDA approval yesterday of the IND for TA-1790, co now can begin clinical studies of the orally administered treatment for erectile dysfunction. As a result, co is on track to have two of its lead compounds in pivotal studies by yr-end. Firm believes that advances in development of the compounds should substantially increase the prospective value of its portfolio to possible marketing partners, and that co's current mkt-cap pales in comparison to potential value of its portfolio

Manny T.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)

To: wgh613 who wrote (23118)1/18/2002 10:58:41 AM
From: Amots
   of 23502
 
Manny.
I hope you got back in.
From the report:

"As Vivus advances the development of two compounds into initial pivotal studies, the
prospective value of its portfolio to possible marketing partners should increase substantially.
Despite the rise in Vivus’ share price over the last month, we believe that its market cap
continues to pale in comparison to the potential value of its portfolio. Accordingly, we are
raising our 12-month target price to $14 from $7. With a calendar full of potential catalysts
throughout 2002, Vivus remains this analyst’s top pick for the year.
unterberg.com 

Share Recommend | Keep | Reply | Mark as Last Read

To: wgh613 who wrote (23118)1/18/2002 11:02:14 AM
From: wgh613
   of 23502
 
Yes,I got back in at a big premium although I am now ahead.

I was looking at Unteberg on the Bid yesterday and didn't put 2+2 together.
They could have raisedf their price yesterday,but NO.<g>

Manny T.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


To: wgh613 who wrote (23120)1/18/2002 11:53:06 AM
From: Amots
   of 23502
 
The customer always come first -g-

Share Recommend | Keep | Reply | Mark as Last Read
Previous 10 | Next 10 

Copyright © 1995-2014 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.