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  • What Investors Should Do About Imminent Obesity Drug Approvals In Europe
    Tue, Jan. 27 NVO 6 Comments

    Summary

    • Approval of Saxenda and Mysimba, approved in the US, is imminent in Europe.
    • Investors should shift obesity drug revenue growth estimates toward Orexigen and Novo Nordisk and away from Arena and VIVUS.
    • Investors should consider whether treatment choices for obesity and type 2 diabetes will become coupled, thus impacting drug choice and therefore revenues of multiple classes of drugs.
  • News Flash: The Endocrine Society Recommends Weight Loss Medications
    Wed, Jan. 21 ARNA, AZN, BMY 4 Comments

    Summary

    • Weight loss medications are recommended, similar to the FDA indications regarding BMI.
    • Contrave, by Orexigen, and Belviq by Arena, could fare well.
    • Recommendations for drugs in other diseasse are included in the guideline because of associations with weight gain or loss.
  • Will A Modular Handgun System Replace The Venerable Beretta M9?
    Thu, Jan. 15 SWHC 8 Comments

    Summary

    • The Army wants a new modular handgun to replace the venerable Beretta M9.
    • Of the publicly traded companies. SWHC will compete, it is not clear whether RGR will compete.
    • It's not time to buy shares, but this story could be important to the bottom line of these relatively small companies.
  • Bel-Phen Pilot Study News, Hold On To Your Shares
    Nov. 11, 2014 ARNA 18 Comments

    Summary

    • At 12 weeks, Belviq and Phentermine did not did not exacerbate any serotonergic adverse effects.
    • Belviq and Phentermine may be more effective for weight loss than Belviq alone.
    • Cardivascular risk remains unknown for Belviq and Belviq in combination with Phentermine.
  • Premature Combination Use Of Belviq And Phentermine Is A Risk
    Sep. 28, 2014 ARNA 69 Comments

    Summary

    • Bel-Phen has not been adequately tested yet.
    • Cardiovascular safety for Bel-Phen needs to be tested in trials with informed consent.
    • An appropriate pilot study is underway.
  • Ruger Innovation Continues, But You Can't Beat The Cycle
    Sep. 25, 2014 RGR 10 Comments

    Summary

    • Ruger product innovation continues.
    • Ruger and gun industry sales are off.
    • Economic cycles usually trump innovation.
  • It Takes Less Than 15 Minutes To Buy VVUS Shares!
    Sep. 19, 2014 VVUS 14 Comments

    Summary

    • VVUS shares are near a 52 week low.
    • Stendra has the fastest onset of action in the PDE 5 inhibitor class.
    • VVUS ' partner, AUXL, just received a takeover bid.
  • Why You Should Sell Vertex
    Jan. 21, 2013 VRTX 16 Comments
  • Arena: A Share Price Model
    Jan. 15, 2013 ARNA 19 Comments
  • Arena Pharmaceuticals, May Be The Last Chance To Get In Under $10
    Jan. 14, 2013 ARNA 27 Comments
  • Ammunition Shortage: Buy Olin, Alliant, Or Neither?
    Jan. 9, 2013 OA, CAB, RGR 30 Comments
  • Ruger Remains Oversold
    Dec. 29, 2012 RGR 9 Comments
  • Drug Approvals Are Priced In, Wait For The Buying Opportunity
    Dec. 24, 2012 NPSP, ALXA 9 Comments
  • Alexza: Maybe A Little Speculation Is Warranted
    Dec. 20, 2012 ALXA 14 Comments
  • Ruger Is Oversold
    Dec. 19, 2012 RGR 19 Comments
  • Amarin - Catch And Release
    Dec. 10, 2012 AMRN 12 Comments
  • Isis Heads South
    Oct. 17, 2012 ISIS Comment!
  • Aegerion, Should You Play It Safe And Ring The Bell?
    Oct. 16, 2012 AEGR 5 Comments
  • Aegerion Vs. Isis: Which One Is The Buy?
    Oct. 15, 2012 ISIS, AEGR 18 Comments
  • NPS Pharmaceuticals: Buy If There Is A Dip
    Oct. 14, 2012 NPSP 4 Comments
  • With Share Offering Registration And Trial Enrollment Complete, Time To Buy MannKind
    Oct. 12, 2012 MNKD 16 Comments
  • Merck's Entry Into The Parkinson's Disease Drug Race
    Oct. 11, 2012 MRK 2 Comments
  • Vorapaxar For Patients With Previous MI And Merck's Bottom Line
    Oct. 5, 2012 MRK Comment!
  • Merck's Next-Gen Sleep Disorder Drug - A Blockbuster?
    Aug. 27, 2012 MRK Comment!
  • Prescribing Information: Belviq Vs. Qsymia
    Jul. 30, 2012 VVUS 60 Comments
  • Sangamo Biosciences: Could It Have A Cure For HIV?
    Jul. 27, 2012 SGMO 2 Comments
  • Green Mountain, Is A Merger Brewing?
    Jul. 26, 2012 GMCR 29 Comments
  • If AMR101 Is Approved, Sell Amarin
    Jul. 24, 2012 AMRN 46 Comments
  • On Efficacy, Vivus Vs. Arena
    Jul. 24, 2012 VVUS 99 Comments
  • Vivus Vs. Citron, Buy Vivus
    Jul. 20, 2012 VVUS 106 Comments
  • Qsymia Approved On The Heels Of Lorcaserin; Buy, Sell, Or Wait And See?
    Jul. 18, 2012 VVUS 35 Comments
  • Will Starbucks Benefit From The Health Benefits Of Coffee?
    Jul. 16, 2012 MCD, CBOU, GMCR 4 Comments