Comments on Ruthanne Williams Roussel's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/ruthanne-williams-roussel/articles http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-815888 815888 Mon, 21 Dec 2009 12:05:11 -0500
Time will tell whether or not I had any point. NKE says that it has a unique ability to identify, develop and work with athletes in creating brands around them, which brands in turn create shareholder value. This is supposed to be more than just NKE makes a shoe (or golf club, hat etc.) and then every six months or so the athlete shows up at the campus and endorses it. In the case of Tiger, it meant starting up a whole new sports division, Nike Golf, centered around him. He's also got a building named after him on the Nike campus (in fairness, so do 20 or so other sports figures), the Tiger Woods Center -- it's got banquet halls and the like.

Now of course Nike is more than Tiger. There's also a Mia Hamm building and Air Jordan shoes and Bill Bowerman Drive (that's a U of Oregon track coach). But one has to ask. If NKE is really better, and they would say head and shoulders better, than everyone else at making money for and from athletes -- if Tiger (and Michael Jordan and Mia Hamm and all the rest) were really more to Nike than Joe DiMaggio was to Procter&Gamble (PG) -- then whose fault is this mess and how many more messes are out there waiting to happen?]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-815640 815640 Thanks Tom, but I guess I was not clear. What the people I talked > to are wondering (you may not agree with me that they are any kind > of bellwether, but that's another question) is: > > Didn't anyone at Nike know that Tiger was behaving in a way that > was likely to blow up into this mess? He seems to have been at it > for quite some time. > If so, then who knew and when and what did they try to do about it, > and what does that say for their other athletes? > If not, then how much weight should we put in the idea that what > sets NKE apart is its ability to make celebrities out of athletes > and monetize them?]]> Mon, 21 Dec 2009 10:18:08 -0500
Does it really matter that Nike knew of his extramarital affairs? Tiger wins! Michelle Wie does not! Money is better spent on Tiger proudly showing Nike at the winner's podium vs. Wie many embarrassing moments ie. carried out on a stretcher, cheating on a scorecard or rushing out of a tournament to avoid missing another cut.

The company is solid and with the hurt wives club; what are they going to do? Tell their husbands not to buy Nike Golf Clubs because he cheated??? You and your golf buddies have nothing to worry about as the Tiger brand he built that made us money and your friends jobs will survive and continue to grow. Instead of all being grateful, you seem overly harsh on his personal life and the rising stock prices in recent days seem supportive of my opinions.


On Dec 19 01:28 PM Ruthanne Williams Roussel wrote:

> Thanks Tom, but I guess I was not clear. What the people I talked
> to are wondering (you may not agree with me that they are any kind
> of bellwether, but that's another question) is:
>
> Didn't anyone at Nike know that Tiger was behaving in a way that
> was likely to blow up into this mess? He seems to have been at it
> for quite some time.
> If so, then who knew and when and what did they try to do about it,
> and what does that say for their other athletes?
> If not, then how much weight should we put in the idea that what
> sets NKE apart is its ability to make celebrities out of athletes
> and monetize them?]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-814452 814452 slam stocks, it is nice to have a thoughtful comment so soon, especially > after market close on Friday. I agree that Tiger's private life should > be private (I said the same about Bill Clinton, but for some reason > no one listens to me). The question that I keep hearing, though, > is who around him knew, and when, and why didn't they do anything? > > > We are not talking a lost weekend here, or one Mardi Gras, or one > individual so special that he just lost his mind temporarily. It > seems he was consistently putting his livelihood, and that of everyone > who depended on his earning power, at risk, for some years. Maybe > for Tiger, it doesn't matter. He can still say, "Forget this BS, > I'm going to found a golf academy and charity in Kazakhstan to prepare > for the 2016 Olympics," or whatever. I bet the spouses of a lot of > the people around him think it matters a lot.]]> Sun, 20 Dec 2009 10:45:06 -0500

On Dec 18 09:07 PM Ruthanne Williams Roussel wrote:

> slam stocks, it is nice to have a thoughtful comment so soon, especially
> after market close on Friday. I agree that Tiger's private life should
> be private (I said the same about Bill Clinton, but for some reason
> no one listens to me). The question that I keep hearing, though,
> is who around him knew, and when, and why didn't they do anything?
>
>
> We are not talking a lost weekend here, or one Mardi Gras, or one
> individual so special that he just lost his mind temporarily. It
> seems he was consistently putting his livelihood, and that of everyone
> who depended on his earning power, at risk, for some years. Maybe
> for Tiger, it doesn't matter. He can still say, "Forget this BS,
> I'm going to found a golf academy and charity in Kazakhstan to prepare
> for the 2016 Olympics," or whatever. I bet the spouses of a lot of
> the people around him think it matters a lot.]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-814071 814071 Sun, 20 Dec 2009 03:40:28 -0500
Will men really still want to wear whatever Tiger endorses ? Will their wives have anything to say about what the men wear ? (Bet yes on that one-- not sure I would be bringing home anything endorsed by Tiger right now)

An affair with one woman would have been viewed as just a personal marital issue, and most would feel it is between Tiger and his wife. Fourteen women and counting, with payoffs reportedly being made to some, and likely more press conferences and sordid details as each new affair is publicly announced....that seems like it is going to impact sales of Tiger gear.



]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-813684 813684 Sat, 19 Dec 2009 14:49:02 -0500 3 days in the media and they are going a month with tiger.

I,never watch golf if tiger isn't playing. I,enjoy observing him when
there is alot of pressure on sunday. I, was really disappointed when
all this came out.]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-813670 813670 Sat, 19 Dec 2009 14:16:30 -0500
There would be a difference between Woods endorsing golf equipment vs. for example aftershave or housewares. Joe DiMaggio was Mr. Coffee, Phil Rizzuto made The Money Store famous. They were both well-liked and respected athlete/celebrities and the value of their endorsements was wrapped up in their personalities.

Many people value endorsements for athletic gear because they hope to gain some small advantage by using the best equipment. Golf being more an upper crust passtime, associated with success in life generally, social standing and prestige, etc., probably Tinger's value will be diminished accordingly, even for golf equipment.

But I don't think that is going to rub off on Nike. Tiger Woods was not "Mr. Nike" in the sense that Joe DiMaggio was "Mr. Coffee."




]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-813622 813622 Sat, 19 Dec 2009 13:28:33 -0500
Didn't anyone at Nike know that Tiger was behaving in a way that was likely to blow up into this mess? He seems to have been at it for quite some time.
If so, then who knew and when and what did they try to do about it, and what does that say for their other athletes?
If not, then how much weight should we put in the idea that what sets NKE apart is its ability to make celebrities out of athletes and monetize them?]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-813573 813573 Sat, 19 Dec 2009 13:04:56 -0500 http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-813466 813466 Sat, 19 Dec 2009 11:31:21 -0500
The above wouldn't change my estimate of what the shares are worth.

From Nike's point of view it is strictly a marketing decision, whether Tiger Woods can sell golf gear going forward. ]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-813439 813439 Sat, 19 Dec 2009 10:59:48 -0500
Not chump change, it would be interesting to know how much of that is for Tiger Woods. Also, whether they have any wiggle room to get out of them in the event of misconduct.

]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-813327 813327 Sat, 19 Dec 2009 09:23:42 -0500 http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-813048 813048 Fri, 18 Dec 2009 21:07:10 -0500
We are not talking a lost weekend here, or one Mardi Gras, or one individual so special that he just lost his mind temporarily. It seems he was consistently putting his livelihood, and that of everyone who depended on his earning power, at risk, for some years. Maybe for Tiger, it doesn't matter. He can still say, "Forget this BS, I'm going to found a golf academy and charity in Kazakhstan to prepare for the 2016 Olympics," or whatever. I bet the spouses of a lot of the people around him think it matters a lot.]]> http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-812732 812732 Fri, 18 Dec 2009 16:22:31 -0500 http://seekingalpha.com/article/178917-nike-not-just-nike-golf-may-have-tiger-exposure?source=feed#comment-812719 812719 Fri, 18 Dec 2009 16:07:53 -0500
Irrespective of my rants. This is still a private matter and for Nike Golf is his ability to play golf and this is undeniable. For other companies to drop him is more for his character than his ability. I strongly hope Nike keeps him as the image to win. A perfect fit for an imperfect person outside golf. I dislike Tiger the person, but highly respect his ability to achieve and personal feelings should not cloud the ability to sell Nike and we investors should be thankful he remains.]]> http://seekingalpha.com/article/175428-insider-buying-bodes-well-for-orexigen?source=feed#comment-783931 783931 Tue, 01 Dec 2009 04:03:47 -0500 http://seekingalpha.com/article/175428-insider-buying-bodes-well-for-orexigen?source=feed#comment-783126 783126 Hi 1996, I certainly agree that Contrave (and later, perhaps, Empatic) has the potential to be used for chronic illness (weight maintenance) and not just temporarily for weight loss. Emphasis here has to be on potential, though, as we don't have examples of say 20-year use of these drugs for this purpose. Topline results for the four Contrave Phase 3 trials were published over the course of this year, but I believe the company really needs a partner to get a similar 4,500 or so patient multicenter Phase 3 program going for Empatic. OREX's two main competitors in late-stage obesity trials, ARNA and VVUS -- which I'd better point out I am also long in -- have done trials of this size on their drugs and it's what the FDA has said in its guidelines it wants to see. A trial of that size and robustness can cost around $90 to $100 million and usually takes at least a year. Once the Contrave New Drug Application (NDA) is submitted, planned for sometime in the first half of 2010, then the FDA is supposed to respond to them within 10 months. This 10-month deadline is called the "PDUFA," pronounced "puh-DOO-fuh," date. Unfortunately, for several years the FDA has been falling behind on as many as 40% of its PDUFA dates (reasons for this are beyond the scope of this comment), so you may not get a response as quickly as you hope. Also, while I personally think the response is likely to be an approval, the FDA works in mysterious ways, and they have been known to send drugs back for more tests.]]> Mon, 30 Nov 2009 15:23:52 -0500 static.seekingalpha.co...">

Hi 1996, I certainly agree that Contrave (and later, perhaps, Empatic) has the potential to be used for chronic illness (weight maintenance) and not just temporarily for weight loss. Emphasis here has to be on potential, though, as we don't have examples of say 20-year use of these drugs for this purpose.

Topline results for the four Contrave Phase 3 trials were published over the course of this year, but I believe the company really needs a partner to get a similar 4,500 or so patient multicenter Phase 3 program going for Empatic. OREX's two main competitors in late-stage obesity trials, ARNA and VVUS -- which I'd better point out I am also long in -- have done trials of this size on their drugs and it's what the FDA has said in its guidelines it wants to see. A trial of that size and robustness can cost around $90 to $100 million and usually takes at least a year.

Once the Contrave New Drug Application (NDA) is submitted, planned for sometime in the first half of 2010, then the FDA is supposed to respond to them within 10 months. This 10-month deadline is called the "PDUFA," pronounced "puh-DOO-fuh," date. Unfortunately, for several years the FDA has been falling behind on as many as 40% of its PDUFA dates (reasons for this are beyond the scope of this comment), so you may not get a response as quickly as you hope. Also, while I personally think the response is likely to be an approval, the FDA works in mysterious ways, and they have been known to send drugs back for more tests.]]> http://seekingalpha.com/article/175428-insider-buying-bodes-well-for-orexigen?source=feed#comment-779619 779619 Fri, 27 Nov 2009 10:58:15 -0500 When will they publish? If positive results with 2 known drugs roughly how long to FDA approval? Any info appreciated. Thanks.
Disclosure: no position in OREX yet.
]]> http://seekingalpha.com/article/175428-insider-buying-bodes-well-for-orexigen?source=feed#comment-778737 778737 Thu, 26 Nov 2009 16:39:01 -0500 http://seekingalpha.com/article/175428-insider-buying-bodes-well-for-orexigen?source=feed#comment-778719 778719 Thu, 26 Nov 2009 16:00:39 -0500 http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-770642 770642 Hi PhillyDan, thanks for your comments, which are always welcome. > There are two Phase II studies on the pramlintide/metreleptin combination. > The first is the one with 177 subjects, and was a Phase IIa proof > of concept study published here http://www.pnas.org/ in 2008 (search > the archives on "pramlintide"). The second study is the Phase IIb > study with results announced July 2009, which enrolled 600+ patients. > I don't think this changes your point though. > > I guess one reason I am less concerned about side effects of Qnexa > and Contrave than you are (I know we have talked about this before) > is that these are tolerability concerns rather than safety concerns. > How uncomfortable are these effects, how long do they last, and are > people willing to put up with them for a potential weight loss benefit? > We already know that they weren't barriers to approval for the monotherapy > component drugs for other indications.]]> Sat, 21 Nov 2009 14:34:07 -0500 Maybe not the right place for this. Here is an analysis that I did yesterday of the results from Bloom and Blossom vs. Equip and Conquer. In my analysis I focused on the number of people as opposed to percentages since both the Bloom and Blossom studies had more people in their studies. I think the information I uncovered is compelling in that the efficacy between Lorcaserin and Qnexa is not as far apart as some would have you believe.
I state it in this post that I used Completer data rather than ITT-LOCF data.

Detailed analysis of Bloom and Blossom 20-Nov-09 08:58 pm
vs. Equip and Conquer. I just posted this on the Vivus board to educate them on how to do read results and do analysis. I used completer data not ITT-LOCF for the analysis. Very interesting results when you peel back the onion. This was in response to someone who mixed dropout rates for all reasons with dropout rates for adverse side effects:

Here is an education in how to read the data from results.

Discontinued rates are different than drop out rates for adverse side effects. For your information, the Equip study started with 1230 people and at the finish only 680 completed for a dropout rate for all reasons of 45%.

The Conquer study started with 2448 people and 1542 people completed for a dropout rate for all reasons of 38%. But the drop out rate for side effects for the highest dosage was 18%. The mid-level dosage drop out rate for side effects is 12%. The Blossom study had over 4000 people in the study. Bloom had approximately 3100 people in that study.

Go up to the Vivus and Arena websites and read the press releases on the results and then do the math. Basically the completion percentage rates were similar. The FDA will look at drop out rates for side effects and Lorcaserin's drop out rates for side effects are lower than Qnexa. 7% for Blossom vs. 12% and 18% for the Conquer study.

Bloom had 1767 people complete the study vs. Equip's 680.
Blossom had 2419 vs. Conquer's 1542.

Bloom had 66% or 1166 people that lost greater then 5%, 583 people lost greater than 10% and 442 lost greater then 15%.
As you can see 583 people is more than 439 people and 442 people is more than 301 (see Equip below).

Blossom had 63.2% or 1529 people that lost greater than 5%, 868 people lost greater than 10% and 604 lost 16.3%.
As you can also see, 868 people is very close to 978. The same for 604 vs. 634. (See Conquer below).

Equip had 439 people greater than 7% or 65% of completers, and 301 lost greater than or equal to 14.7% or 44% of completers.
Conquer had 978 greater than or equal to 10% and 634 greater than or equal to 13.2% of the completers.

As you can see, that a significant number of people (2,695 for Bloom/Blossom combined lost greater than 5% of body weight), that is much greater than the number of people who completed the Equip/Conquer studies (1417 combined who lost greater than 5% of body weight) lost a significant amount of weight in both Bloom and Blossom. Certainly Qnexa showed better efficacy numbers but averaged over a smaller number of people. In addition, the phaseIII studies were totally designed differently than each other. Lorcaserin for safety and Qnexa for efficacy.

The bottom line is that the Lorcaserin's efficacy numbers are very good when you do the detailed analysis. Way good enough for FDA approval on top of it's excellent safety profile. The facts are that Qnexa's safety profile is in question. You might not like hearing that but that is the facts.

All numbers are for completer data or per protocol not ITT-LOCF that the FDA will use but do the analysis and the same results will be shown.

I know the issue of placebo adjusted weight loss comes into play but I question why the weight loss of the placebo patients in the Qnexa studies was not much higher? Particularly when the Qnexa studies had a stricter diet. Something to think about and the reason why the FDA has "either/or" guidelines.

Disclosure: Long Arna, had a position in Vivus but sold after phase III results for Qnexa were announced.




On Nov 03 09:44 AM Ruthanne Williams Roussel wrote:

> Hi PhillyDan, thanks for your comments, which are always welcome.
> There are two Phase II studies on the pramlintide/metreleptin combination.
> The first is the one with 177 subjects, and was a Phase IIa proof
> of concept study published here www.pnas.org/ in 2008 (search
> the archives on "pramlintide"). The second study is the Phase IIb
> study with results announced July 2009, which enrolled 600+ patients.
> I don't think this changes your point though.
>
> I guess one reason I am less concerned about side effects of Qnexa
> and Contrave than you are (I know we have talked about this before)
> is that these are tolerability concerns rather than safety concerns.
> How uncomfortable are these effects, how long do they last, and are
> people willing to put up with them for a potential weight loss benefit?
> We already know that they weren't barriers to approval for the monotherapy
> component drugs for other indications.]]> http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-770615 770615 Hi PhillyDan, thanks for your comments, which are always welcome. > There are two Phase II studies on the pramlintide/metreleptin combination. > The first is the one with 177 subjects, and was a Phase IIa proof > of concept study published here http://www.pnas.org/ in 2008 (search > the archives on "pramlintide"). The second study is the Phase IIb > study with results announced July 2009, which enrolled 600+ patients. > I don't think this changes your point though. > > I guess one reason I am less concerned about side effects of Qnexa > and Contrave than you are (I know we have talked about this before) > is that these are tolerability concerns rather than safety concerns. > How uncomfortable are these effects, how long do they last, and are > people willing to put up with them for a potential weight loss benefit? > We already know that they weren't barriers to approval for the monotherapy > component drugs for other indications.]]> Sat, 21 Nov 2009 14:13:13 -0500
I am less concerned about the Contrave side effects except for a very few cases of patients in the study developing kidney stones.
Qnexa in my opinion is a different story in that they have so many side effects and to your point, most of them are tolerability issues. What concerns me is the Tingling and Dry Mouth side effects which are both greater than 5% over placebo should not be brushed away so lightly by the FDA. I also have researched the exclusion list for both Phentermine and Topamax and the list is a long one. My other concern that has never been fully satisfied by Vivus is how with the combination of these two drugs that the side effects are less than with each drug separately. It does not make sense to me nor do their explanations hold water.

I understand they have a proprietary drug delivery system added to the combination and that may account for some reduction in the side effects but not to the extent shown. Topamax alone has some serious side effects. I certainly understand that people taking Topamax have serious conditions and the benefit to risk ratio may be worth it for those patients, but for weight loss, I don't believe you take that risk for the benefit of weight loss.

On another note, I would like to see Arena publish the survey results of the MD's they surveyed at the Obesity Conference.




On Nov 03 09:44 AM Ruthanne Williams Roussel wrote:

> Hi PhillyDan, thanks for your comments, which are always welcome.
> There are two Phase II studies on the pramlintide/metreleptin combination.
> The first is the one with 177 subjects, and was a Phase IIa proof
> of concept study published here www.pnas.org/ in 2008 (search
> the archives on "pramlintide"). The second study is the Phase IIb
> study with results announced July 2009, which enrolled 600+ patients.
> I don't think this changes your point though.
>
> I guess one reason I am less concerned about side effects of Qnexa
> and Contrave than you are (I know we have talked about this before)
> is that these are tolerability concerns rather than safety concerns.
> How uncomfortable are these effects, how long do they last, and are
> people willing to put up with them for a potential weight loss benefit?
> We already know that they weren't barriers to approval for the monotherapy
> component drugs for other indications.]]> http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-746556 746556 Thu, 05 Nov 2009 12:55:43 -0500 http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-745531 745531 Wed, 04 Nov 2009 22:08:04 -0500
For many people, food is their medication of choice when they feel bad. In our society (and most societies) food is part of all major celebrations and gatherings. So we associate food with good feelings. And parents use food to calm and reward their children. So it isn't surprising that when bad emotional times hit, people reach for the fatty, sweet, and salty munchies. Unfortunately, it only serves as a temporary palliative, and doesn't relieve the underlying emotional need.

There are many effective ways of dealing with that underlying emotional need. In my opinion the best of them are outside of conventional and mainstream psychiatric intervention. One of the best I have found is called EFT. Simple, fast, easy, and effective. If you are in the category that finds yourself eating to relieve/forget emotional pain, you might want to head on over to emofree.com or do a web search for EFT. I recommend you download the free eft manual, and also the free palace of possibilities manual. After that you can read some of the archived newsletters on the site to get a feel for how actual people have used it for a wide variety of issues.

It's free, what have you got to lose? Except a few pounds. And some emotional baggage. ;-)]]> http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-745525 745525 Wed, 04 Nov 2009 21:55:02 -0500
The tests are already out there. Go to lef.org/

Great site, services and products.

note: I am in no way affiliated with lef.org nor am I a medical professional. I am a happy lef customer however.]]> http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-743727 743727 Wed, 04 Nov 2009 00:05:21 -0500 http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-743643 743643 Tue, 03 Nov 2009 22:15:39 -0500
Heck, a simple thyroid functions test (basic blood and urine work) could uncover imbalances easily treated naturally. That would knock out a huge percentage in woman's obesity alone. It's time to get the pharma culture addiction out of America. There's a better, safer, cheaper way!]]> http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-743226 743226 Tue, 03 Nov 2009 18:27:56 -0500
Of course just about everyone knows that if you eat less and exercise more, you will lose weight. However, lots of non-moronic people who know all this still are overweight. That is why there is a market for potential obesity drugs, on top of the existing $50+ billion market for non-prescription weight loss (that's Jenny Craig, Weight Watchers WTW, Nutrisystem NTRI, supplements, and so on). Some people may get excited about this as a big moral issue and go around calling names, but the point of this site is to look at markets and investment opportunities.

]]> http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-742766 742766 Tue, 03 Nov 2009 14:30:31 -0500 http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-742188 742188 Tue, 03 Nov 2009 09:44:43 -0500 www.pnas.org/ in 2008 (search the archives on "pramlintide"). The second study is the Phase IIb study with results announced July 2009, which enrolled 600+ patients. I don't think this changes your point though.

I guess one reason I am less concerned about side effects of Qnexa and Contrave than you are (I know we have talked about this before) is that these are tolerability concerns rather than safety concerns. How uncomfortable are these effects, how long do they last, and are people willing to put up with them for a potential weight loss benefit? We already know that they weren't barriers to approval for the monotherapy component drugs for other indications.]]> http://seekingalpha.com/article/170651-don-t-expect-amylin-to-eat-the-obesity-market-s-lunch?source=feed#comment-741722 741722 Tue, 03 Nov 2009 01:28:22 -0500
I would speculate that in the next few months, we will see partnership action with one or all three of the companies.
Two out of the three in my opinion, based on the Amylin deal stand to get even more lucrative deals based on the fact that all the development has been done and a year from now, one, two or three will have or be close to FDA approval.]]>