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  • 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
  • ARNA Management And Investors Underestimating The Potential Of Belviq And Phentermine Combination [View article]
    sharinky, Interesting points. Metformin is associated with weight loss and delaying type 2 diabetes in prediabetic patients. 2 for 1?
    Nov 13, 2014. 11:14 AM | Likes Like |Link to Comment
  • Bel-Phen Pilot Study News, Hold On To Your Shares [View article]
    Jonas500_,

    for clarity for other readers, ETRM (stock symbol) is developing vagal nerve stimulation requiring a laparoscopic procedure for obesity treatment.
    Nov 12, 2014. 03:58 PM | Likes Like |Link to Comment
  • Bel-Phen Pilot Study News, Hold On To Your Shares [View article]


    sbilhei,

    Have to look into Contrave, interesting point on substituting generics.

    Quick response on Qsymia, the doses of phentermine and topiramate are lower in Qsymia than the generic version pills, so it would be difficult to split the pills to achieve the proper dosing and the safety would be compromised if you just used generic two pill approach with higher doses.

    Interesting on black box warning. Suicidal ideation increase in patients suffering depression resulted in blackbox warnings on most antidepressant drugs. Psychiatrists are looking for ideation when starting therapy with antidepressants, but there is a difference in the incidence of ideation and suicide. There is evidence that the blackbox warnings decreased prescriptions for at least adolescent patients with depression, and controversial whether that is good or resulted in under treatment of depression. Not really ready to predict (guess) how it will affect prescriptions for patients being treated for obesity, although depression and obesity are often comorbid.

    Interesting point, anyone know if the actual Contrave clinical studies picked up an increase in suicidal ideation? This is a different patient population.

    From the Contrave label;
    "WARNING: SUICIDAL THOUGHTS AND BEHAVIORS; AND
    NEUROPSYCHIATRIC REACTIONS
    See full prescribing information for complete boxed warning
     Increased risk of suicidal thinking and behavior in
    children, adolescents, and young adults taking
    antidepressants for major depressive disorder and other
    psychiatric disorders. (5.1)
     Monitor for worsening and emergence of suicidal
    thoughts and behaviors. (5.1)
     Serious neuropsychiatric events have been reported in
    patients taking bupropion for smoking cessation. (5.2)
     CONTRAVE has not been studied in pediatric patients.
    (5.1)"
    Nov 11, 2014. 04:05 PM | 1 Like Like |Link to Comment
  • Bel-Phen Pilot Study News, Hold On To Your Shares [View article]

    Spencer,

    Interesting on the AF reports. A lot of drugs are associated with AF.

    http://bit.ly/1sy8Xvf

    Would the current trial pick up a difference in incidence of AF between placebo and Belviq?

    Do you think that is worrisome with regard to Arena valuation?
    Nov 11, 2014. 03:08 PM | Likes Like |Link to Comment
  • Bel-Phen Pilot Study News, Hold On To Your Shares [View article]
    SP500ChartCom

    Interesting point on drop out rates.

    Isn't efficacy the reverse order; Contrave - Qsymia - Belviq ?

    What es that foretell?
    Nov 11, 2014. 02:57 PM | Likes Like |Link to Comment
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