Spencer Osborne
Growth, value, special situations, momentum

Orexigen - A Clear Path To The Market

When the anti-obesity drug space is discussed, the names Arena (NASDAQ:ARNA) and Vivus (NASDAQ:VVUS) are often the first mentioned. Orexigen (NASDAQ:OREX) is often mentioned as an afterthought. The reasoning behind this is relatively simple. Vivus and Arena were the first two anti-obesity drugs to gain FDA approval in over a decade, and both have their products on the market. Arena has the recently launched Belviq, and Vivus launched Qsymia last Fall. In contrast, Orexigen's Contrave is still in the FDA approval process and in hopes of getting to the market sometime next year.

If Orexigen is the third player to the game what makes it attractive? That answer is pretty complex and...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details