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  • Orexigen: It'll All Blow Over, Buy On Dips [View article]
    Hadn't heard of class actions to recover short selling losses, but there is a lot of info out there on short selling around class action lawsuits, see http://bit.ly/1CWFIgA .

    My opinion on most class action suits is it result ins pennies on the dollar after legal fees.
    Mar 9, 2015. 04:35 PM | 1 Like Like |Link to Comment
  • Orexigen's Cardiovascular Safety Data Is A Breakthrough [View article]
    Exercise was in both arms.

    Both arms of the Light trial had "Behavioral: Weight Management Program A comprehensive weight management program will be administered in addition to the subject's study medication assignment. The program includes internet counseling by an accredited health and fitness professional and a nutrition and exercise program with goal setting and educational and tracking tools."
    Other Name: WeightMate (Tm)" form Clinicaltrials.gov

    Its reasonable to speculate that contrave decreases cardiovascular risk, notably, in patients with high BMI and cardiovascular risk (enrollment criterion for the Light Trial).

    Mechanism? Maybe , as you say, weight loss. Or is it something else. Contrave changes lipid markers in a favorable direction see http://seekingalpha.co... for a link to the briefing document.
    Mar 6, 2015. 11:51 AM | Likes Like |Link to Comment
  • Orexigen's Cardiovascular Safety Data Is A Breakthrough [View article]
    Artisides Capital,

    Stats aside, the trial needs to continue, look at the graph, don't you want to know whether longer term benefit changes, simply put, the lines may converge, diverge further, ... ?

    Be nice to test whether there is cardiovascular benefit in patients with high BMI, but not the cardiovascular risk criteria of the light trial.
    Mar 4, 2015. 03:33 PM | Likes Like |Link to Comment
  • Orexigen's Cardiovascular Safety Data Is A Breakthrough [View article]
    CER4040,

    Both arms of the Light trial had "Behavioral: Weight Management Program
    A comprehensive weight management program will be administered in addition to the subject's study medication assignment. The program includes internet counseling by an accredited health and fitness professional and a nutrition and exercise program with goal setting and educational and tracking tools.
    Other Name: WeightMate (Tm)" form Clinicaltrials.gov

    Its reasonable to speculate that contrave decreases cardiovascular risk, notably, in patients with high BMI and cardiovascular risk (enrollment criterion for the Light Trial).

    Mechanism? Maybe , as you say, weight loss. Or is it something else. Contrave changes lipid markers in a favorable direction see http://seekingalpha.co... for a link to the briefing document.
    Mar 4, 2015. 03:17 PM | 1 Like Like |Link to Comment
  • What Investors Should Do About Imminent Obesity Drug Approvals In Europe [View article]
    Good find, thx. I think Mysimba will be approved, so the info you found tempers my buy enthusiasm only a little I suppose, admittedly, this whole space even after the approvals is speculative. It seems like one of these drugs should be a blockbuster eventually, but then again, obesity drugs usually are not. Some of the articles back in 2011 mentioned the poor sales of some of the drugs taken off the market.

    1. There is more data on cardiovascular safety for Mysimba than belviq or Qsymia currently.

    http://on.wsj.com/1uGfxlO

    "Orexigen execs say they are unfazed. “It’s very clear that regulatory authorities are focused on long term cardiovascular outcome events,” Preston Klassen, an Orexigen senior vice president and head of development, told us last month when asked about the objections raised by Prescrire. “But this was a far larger data package that has ever been reviewed for safety and efficacy for an obesity drug.”"

    2, BUT, Belviq or Qsymia are not approved in the EU.

    Not sure about the putative bupropion / stimulant hypothesis and from the article apparently buproprion alone lowers risk.

    "In a follow-up statement, he maintained that “there is extensive patient experience with bupropion in Europe across a number of clinical indications, including depression and smoking cessation. With respect to the latter indication, a comprehensive meta-analysis of clinical trials of smoking cessation therapies concluded that bupropion lowers the risk of major cardiovascular events among these patients.”"

    3.
    Jan 29, 2015. 03:32 PM | 1 Like Like |Link to Comment
  • A New Price Estimate Now That Afrezza Is Launching [View article]
    OK, not sure I buy your admittedly well-reasoned argument, but if insulin would take market share from GLP-1 agonists, hasn't it already mostly happened with injectable insulins? Why is inhalable, vs injectable, going to change a decision choice largely guided by the physicians?
    Jan 26, 2015. 04:43 PM | Likes Like |Link to Comment
  • A New Price Estimate Now That Afrezza Is Launching [View article]
    Gaining market share from faster acting insulins, yes. Did not follow the logic for switching from GLP-1 agonists to inhalable insulin or any insulin for that matter. Different drug classes and MOA, different appearance in sequence of treatment progression, different adverse effects, etc., especially since a GLP-1 agonist is approved for obesity and insulin is associated with weight gain. The common denominator in the article seemed to be price"and injected vs inhalable, so switch? Not seeing that as a reason for switch, seems speculative at best?
    Jan 26, 2015. 12:35 PM | Likes Like |Link to Comment
  • News Flash: The Endocrine Society Recommends Weight Loss Medications [View article]
    Thanks for the response, it is always good to get first hand information.
    Jan 21, 2015. 05:28 PM | 2 Likes Like |Link to Comment
  • Will A Modular Handgun System Replace The Venerable Beretta M9? [View article]
    Interesting, the draft solicitation is very brief on specs as you point out, there are many issues to be addressed. And there will be other layers of complexity that have nothing to do with the design of the gun, ammo choice / nato, where it is made, pricing of maintenance parts, which politicians find a way to benefit, I mean represent their constituents :) , ...
    Jan 16, 2015. 09:41 AM | Likes Like |Link to Comment
  • Will A Modular Handgun System Replace The Venerable Beretta M9? [View article]
    Acquisition?, interesting, been the opposite so far, Thompson center, etc.
    Jan 16, 2015. 09:22 AM | Likes Like |Link to Comment
  • ARNA Management And Investors Underestimating The Potential Of Belviq And Phentermine Combination [View article]
    Aaron, good catch.
    Thx
    Nov 16, 2014. 02:01 PM | Likes Like |Link to Comment
  • ARNA Management And Investors Underestimating The Potential Of Belviq And Phentermine Combination [View article]


    printedit

    "Those who cannot remember the past are condemned to repeat it"
    George Santayana (1905) Reason in Common Sense, p. 284, volume 1 of The Life of Reason
    Nov 13, 2014. 06:49 PM | 1 Like Like |Link to Comment
  • ARNA Management And Investors Underestimating The Potential Of Belviq And Phentermine Combination [View article]
    sharinky, Just saying your insight that drugs to delay diabetes or knee replacement or whatever may be better than treating it later with drugs or surgery is interesting, I think Qsymia also decreased type 2 onset ( http://bit.ly/1pYRbms ), have not looked into Contrave. Many, myself included discuss the unknown cardiovascular risk or lack of risk that is being delineated now in trials, but we forget about the risk of not treating obesity. The FDA did take this into consideration, allowing Belviq and Qsymia on the market before adequate cardiovascular risk trials, BUT the drugs are only indicated for the higher risk obese patients (BMI over 30 and a risk factor).
    Nov 13, 2014. 06:35 PM | Likes Like |Link to Comment
  • ARNA Management And Investors Underestimating The Potential Of Belviq And Phentermine Combination [View article]
    Lance,


    "One long-term investment strategy would be to invest in all of the pharmaceutical companies who have obesity drugs in their pipelines. This will probably produce a number of losers but possibly a spectacular winner."

    and your losers will decrease the tax burden on your winner by your top tax rate.
    Nov 13, 2014. 11:23 AM | Likes Like |Link to Comment
  • ARNA Management And Investors Underestimating The Potential Of Belviq And Phentermine Combination [View article]
    A poster is on the internet on the Belviq phentermine pilot study.

    http://bit.ly/1GSMkwf
    Nov 13, 2014. 11:18 AM | Likes Like |Link to Comment
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