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  • Complete Genomics May Be Worth The Gamble [View article]
    In regards to the burn rate, there are a couple of sources. I took the more conservative numbers. I do follow your GNOM updates on twitter.... Thanks
    Jun 22, 2012. 12:17 PM | Likes Like |Link to Comment
  • Vivus: A Window For Buying Or Is Approval Already Priced In? [View article]
    The most likely users of weight loss drugs are women between the ages of 18 and 40 - A.K.A reproductive years. Qnexa is not for them. Doctors will almost always start with Lorquess. If it doesn't work they'll move onto other options. Also keep in mind that for about a third of trial participants, Lorquess was as effective as Qnexa but much more safe. So no reason to start with Qnexa. Vivus is overvalued and Arena is undervalued. Btw, you should always exclude stendra from the Vivus value becuase it not likely to gain any real market share. One more thing - your article needs real numbers otherwise its not very valuable.
    Jun 20, 2012. 01:45 PM | 1 Like Like |Link to Comment
  • Why Ampio Pharmaceuticals Is A Strong Buy [View article]
    That is complete BS... put your money where your mouth is. Then you gain some credibility. In investment debates, money talks loudest.
    Jun 17, 2012. 09:39 PM | Likes Like |Link to Comment
  • Is Arena Still A Speculative Stock? [View article]
    When was the last time a drug was valued at $5 or $8 billion? There is no way a big pharma would aquire Arena for that much especially given that there will be two competitors on the market shortly after it launches and other and potentially better drugs in the pipeline - google a company called Zafgen. Another reason big pharmas avoid obesity drugs is they have a terrible history. Read about Xenical, Meredia, and Phen phen. They were all pulled from the market. Furthermore, you can't use potential off label use in your valuation. Even when a drug is perscribed for off label purposes, it is still not a good idea to include it in your valuations becuase you can't predict what FDA will do. I am also long Arena but not delusional about its value. I hope it pops to around $9 a share post approval, which would value the company at around $2 billion, which is still over-valued.
    Jun 1, 2012. 03:33 PM | Likes Like |Link to Comment
  • Selling An FDA Approval: Recent Results [View article]
    You are absolutely right.
    May 9, 2012. 04:07 PM | Likes Like |Link to Comment
  • Arena's Lorcaserin: When Placebos Work Too Well [View article]
    Good article... One thing I would add is that for women in child bearing age and those overwieght but not obese Lorcaserine is a better initial option... No known risk of birth defect like Qnexa. Moreover about a third of study patients lost 10 or more percent of body weight. Finally in regards to tumors, they were only observed in rats and not in humans. Actually one more thing - for comorbidity factors such as diabetes and increased blood pressure, Lorcaserine performed better than the placebo.
    May 1, 2012. 01:20 PM | 2 Likes Like |Link to Comment
  • Assessing Adam Feuerstein's Views On Arena Pharmaceutical's Weight Loss Drug [View article]
    Adam Fuerstein is known for hyperbole to the point of almost losing credibility. I think his dream is to become a CNBC bloviator. But that notwithstanding, he is right on Arena. The FDA looks to approve safe and effective drugs, and on both fronts, Locasertine is far less than impressive. Btw, your 220 pound analogy doesn't work. The rat experiments were for 3 months and virtually all doseage levels causes tumors. Does that mean its safe on low doses for 3 or more years on humans? That is the concern.

    Advice: clean up you articles before publishing. It had a lot of typos and grammatical errors.
    Apr 24, 2012. 02:26 PM | 3 Likes Like |Link to Comment
  • 10 Oversold Stocks Seeing Bullish Sentiment On Twitter [View article]
    I think your use of twitter to gauge srntiment is the tip of the ice berg. I think twitter can fundementally change trading in a profound and lasting way. Twitter is inTrade but in real time. Great article... look forward to your next.
    Mar 19, 2012. 03:37 PM | Likes Like |Link to Comment
  • Friday's Close Has Amarin Investors Smelling News [View article]
    I can't believe seekingalpha published this. Its standards are becoming quentionable.
    Mar 19, 2012. 03:14 PM | Likes Like |Link to Comment
  • Tuesday's Bio Pharma Watch List [View article]
    Dude - you don't know what you are talking about. I don't know of anyone who does not believe AMR101 will get approval. The concern is with the patent and NCE. Do your homework -buddy.
    Feb 28, 2012. 01:49 PM | Likes Like |Link to Comment
  • Amarin: Amr101 Market Potential Far Greater Than High Triglycerides [View article]
    Feb 11, 2012. 06:40 PM | Likes Like |Link to Comment
  • Amarin: Amr101 Market Potential Far Greater Than High Triglycerides [View article]
    I just re-read the anchor trial results, and you are right!!! I don't how missed something so Big.

    Awesome article!!
    Feb 10, 2012. 06:54 PM | Likes Like |Link to Comment
  • Amarin: Amr101 Market Potential Far Greater Than High Triglycerides [View article]
    Interesting... If you have a link to the lazard note, please share..... Thanks!!
    Feb 10, 2012. 05:50 PM | Likes Like |Link to Comment
  • Less Is More: Why I Prefer Low Yield Stocks [View article]
    Your baseline is the 2008 financial crisis??? An event that happens once every five decades -maybe??? Try Vivendi and verizon and see how those stocked faired, especially right after the crisis. By the way, the author gives no consideration of the investor's profile. If you are an old lady, take the high yield stock. If you are a single young man 30 years from retiring, go for growth stocks. And all things being equal take high dividends. I can spend my money better than you can spend it for me.
    Feb 10, 2012. 03:19 PM | Likes Like |Link to Comment
  • Illumina, Roche And Fairness [View article]
    Interesting info. You definitely got me intrigued. One comment: you had minor grammatical errors throughout.
    Otherwise, good article.
    Feb 10, 2012. 11:22 AM | Likes Like |Link to Comment