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Spencer Osborne

 
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  • Arena Is The Subject Of A Buyout Rumor - Think First
    Tue, May. 20 ESALY, ARNA 143 Comments

    Summary

    • Rumor floated in pre-market.
    • Eisai and Arena have standstill agreement.
    • Stock opens in normal ranges.
  • Investors Should Cheer Novo Nordisk Study Results
    Mon, May. 19 ARNA, VVUS, NVO 40 Comments

    Summary

    • Trial results meet clinically meaningful thresholds.
    • Novo Nordisk may seek approval for weight loss drug.
    • Drug can benefit people with or without diabetes.
  • Arena Script Sales Still Climbing
    Fri, May. 16 VVUS, ARNA 75 Comments

    Summary

    • Television Ads Helping Traction.
    • IMS Health Is The Standard Used By Arena and Eisai.
    • Q2 Sales over 50% higher than Q1.
  • Trials Are Expected In Japan And China, But Arena's Belviq International Sales Will Have To Wait
    Wed, May. 14 ESALY, OREX, VVUS 72 Comments

    Summary

    • Eisai to submit in China this summer.
    • Eisai to submit in Japan this summer.
    • Switzerland rejects Belviq application.
  • Arena Misses On Earnings
    Mon, May. 12 ARNA 58 Comments

    Summary

    • Company reports $0.12 loss vs. expectations of $0.10.
    • Belviq revenue approaches $3 million.
    • Stock is down after hours.
  • Retrophin Keeping Promise By Moving RE-024 Forward
    Mon, May. 12 RTRX Comment!

    Summary

    • Therapy that treats PKAN tvailable under 'compassionate use' regulations.
    • Therapy was not granted expedited status from FDA last month.
    • Company fulfills near-term promise.
  • Vivus Discloses Competitive Threat
    Sat, May. 10 ACT, ARNA, OREX 67 Comments

    Summary

    • Actavis, a $33 Billion Giant, files to make generic Qsymia.
    • Prescription Anti-Obesity Sector as a whole could be impacted.
    • Stendra Importance To Vivus Now Higher.
  • Arena - Script Sales, New Reps, Broader Insurance Coverage
    Fri, May. 9 ESALY, ARNA 79 Comments

    Summary

    • Script sales up 6% week over week.
    • Arena confirms sales reps to be at 600 by July 1, 2014.
    • Arena announces that insurance coverage is at 60% of covered lives.
  • Vivus Impresses Street - Can It Last?
    Tue, May. 6 ARNA, OREX, VVUS 18 Comments

    Summary

    • Quarterly numbers beat the street.
    • Qsymia sales are down quarter over quarter while revenues are up.
    • Stendra is beginning to produce revenue.
  • Will Arena Seize An Opportunity?
    Tue, May. 6 OREX, VVUS, ARNA 44 Comments

    Summary

    • Company can claim a leadership role in new anti-obesity drug sector with its current sales traction.
    • Vivus left the door open for Arena to have equity traction.
    • Belviq Sales are 33% better in Q1 than Q4.
    • Current Belviq sales are 50% ahead of Q1.
  • Vivus Earnings On Tap
    Mon, May. 5 ARNA, OREX, VVUS 10 Comments

    Summary

    • Vivus to announce Q1 earnings after the close.
    • Qsymia sales have been flat in Q1.
    • Stendra sales may be surprise catalyst.
  • Arena's Belviq Sales See Nice Rise
    Fri, May. 2 VVUS, ARNA 91 Comments

    Summary

    • Sales are up by more than 15% week over week.
    • New scripts are up almost 20%, showing awareness traction.
    • Television ad campaign will continue to drive new sales.
  • Liberty Media Scores Cash On Sale Of Sirius XM Shares
    Tue, Apr. 29 SIRI, LMCA 10 Comments

    Summary

    • Liberty Media gets $340 million in cash.
    • Liberty maintains majority ownership in Sirius XM.
    • Liberty Media still has about $1 billion of cash outlay in Sirius XM stock.
  • Arena - Script Sales Start Recovery As Television Ads Hit Air
    Fri, Apr. 25 OREX, ARNA 84 Comments

    Summary

    • Outdated discount cards are still an issue, but lessening.
    • Television ads should be positive for sales in the weeks ahead.
    • Sector performance and valuations need catalysts.
  • Orexigen's Possible One-Two Punch
    Fri, Apr. 25 ARNA, ESALY, VVUS 53 Comments

    Summary

    • Possible Q2 Approval of Contrave in U.S.
    • Possible Q3 Approval of Contrave in Europe.
    • Lower Market Cap than Competitor Arena makes Valuation Upside Attractive.
  • Arena - Television Ads Raise Awareness
    Fri, Apr. 25 ARNA 22 Comments

    Summary

    • Arena's television ad campaign is now in its second week.
    • Awareness on the web is at an all time high.
    • It will take time for awareness to translate into sales.
  • Arena Pharmaceuticals' Belviq Sales Dip - Why?
    Mon, Apr. 21 ESALY, VVUS, ARNA 27 Comments

    Summary

    • Sales dip by over 10% as Discount Cards Expire.
    • Television ads should reverse Trends next Week.
    • Near Term Volatility Presents Opportunity For Savvy Traders.
  • What Arena's Belviq Television Ad Campaign Means For The Stock
    Mon, Apr. 14 ESALY, OREX, VVUS 60 Comments

    Summary

    • Ads Will Increase Awareness.
    • Near Term Impact On Equity Probable.
    • Longer Term Play Has Key Components.
  • Is Orexigen Attractive Near 52-Week Lows?
    Fri, Apr. 11 OREX 8 Comments

    Summary

    • FDA news is two months away.
    • Orexigen is just above 52-week lows.
    • Risk vs. reward is tempting.
  • Arena - Belviq Sales Up Modestly Heading Into Television Ads
    Fri, Apr. 11 ESALY, VVUS, ARNA 28 Comments

    Summary

    • Sales have been modestly increasing for a few weeks.
    • Television ads could be a near term boost.
    • Analysts expectations are more realistic.
  • Arena Script Sales Close Out Quarter On Positive Note
    Fri, Apr. 4 ARNA 89 Comments

    Summary

    • Sales Pace above $100 Million, in line with $150 Million.
    • Television ads To Start In The Near Term.
    • Additional Approvals Will Be Positive Catalysts.
  • Can Stendra Cure Vivus
    Tue, Apr. 1 VVUS 30 Comments

    Summary

    • First New Erectile Dysfunction Drug in a Decade.
    • Sales Already Impressing.
    • Vivus Needs A Winner After Sluggish Qsymia Sales.
  • Arena - Scripts, Ads, Sales Reps
    Fri, Mar. 28 ESALY, VVUS, ARNA 142 Comments

    Summary

    • Arena Scripts Flat Week Over Week.
    • Television Ads To Start Soon - Impact Will Take Time.
    • Added Sales Reps Will Increase Ability To Detail Health Care Professionals.
  • Arena Down With Overall Market - Sales Data No Help
    Mon, Mar. 17 ESALY, VVUS, ARNA 91 Comments

    Summary

    • Arena Down With Overall Market.
    • Near Term Sales Data Flat.
    • Long Term Sales Look Toward $100 Million At Minimum.
  • Liberty Pulls Sirius XM Offer - Creates Tracking Stocks
    Fri, Mar. 14 SIRI, LMCA 17 Comments

    Summary

    • Liberty Withdraws Offer For Sirius XM.
    • Liberty To Create Two Tracking Stocks.
    • Liberty Timing Impressive.
  • Liberty Media Undervalued
    Wed, Mar. 12 BKS, CHTR, LYV 51 Comments

    Summary

    • Liberty Media trades at a discount relative to its components.
    • Liberty Media and Sirius XM offer still open.
    • Liberty strategy could shift to buybacks.
  • Arena Sees Growth Continue With Belviq
    Editors' Pick • Fri, Mar. 7 ARNA 110 Comments

    Summary

    • Belviq sales data up 6% week over week.
    • Estimated sales at over 150,000 since launch.
    • Sales moving up, but pace slower than expectation.
  • Liberty Media Speaks About Charter And Sirius XM
    Sat, Mar. 1 CHTR, SIRI, TWC 190 Comments
  • Arena Prescription Sales Up: Stops Stock Slide
    Fri, Feb. 28 VVUS, ARNA 75 Comments
  • Arena's Belviq Sales To Hit $150 Million In 2014?
    Fri, Feb. 28 ARNA 68 Comments
  • Arena Falls On Quarterly Results
    Thu, Feb. 27 VVUS, ARNA 68 Comments
  • Arena Earnings On Tap
    Thu, Feb. 27 OREX, VVUS, ARNA 40 Comments