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Spencer Osborne

 
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  • One-Time Stock Sale Boosts Arena To Profit
    Mon, Aug. 4 ARNA 44 Comments

    Summary

    • Sale of Taigen stock delivered $33 million and a profitable quarter.
    • Belviq prescriptions up nicely, but average revenue per bottle is lower.
    • Free trials offer front-end potential. Can the company convert free trials to paying patients?
  • Possible Delay In Orexigen Approval Process In Europe
    Thu, Jul. 31 OREX 8 Comments

    Summary

    • Competitors Belviq and Qsymia have not had success in Europe.
    • Orexigen proposes 30 day extension on Europe application.
    • Orexigen still positive on prospects in Europe.
  • Arena Conference Call Sets Stage For Near Term Equity Movement
    Mon, Jul. 28 ARNA 77 Comments

    Summary

    • Anticipate a miss on EPS and Revenue.
    • Street needs concrete path for confidence.
    • Arena will focus on positives.
  • Arena Sees Belviq Sales Climb Despite Seasonality
    Fri, Jul. 25 ARNA 66 Comments

    Summary

    • Belviq sales buck seasonality trend with reps and advertising.
    • Quarterly call should keep investors cautious.
    • Inflection point to higher sales should begin to show in the next several weeks.
  • Arena Stock Rises With Expected Jump In Belviq Sales
    Fri, Jul. 18 ARNA 93 Comments

    Summary

    • Near-term reaction to sales data as expected.
    • Belviq sales flat over 6 reporting periods.
    • Belviq sales need to show a clear inflection upward for the street to show appreciation.
    • Seasonality is real. The key is how Belviq minimizes its impacts.
  • Arena Gives Pipeline Exposure - Is The Company Partner Shopping?
    Wed, Jul. 16 ARNA 43 Comments

    Summary

    • The pain med market is big.
    • The drug candidate is in Phase 1 studies.
    • Sales of anti-obesity pill Belviq can drive pipeline development.
  • Arena Stock Holds On Expected Dip In Sales - Bottom May Be In
    Fri, Jul. 11 ARNA 47 Comments

    Summary

    • Sales Dip was less than Memorial Day dip.
    • Marketing Push can help combat seasonality.
    • Investors need to think about the full year situation.
  • Arena Prescription Sales OK - CEO Sales Are Not
    Mon, Jul. 7 ARNA 73 Comments

    Summary

    • CEO sells over 200,000 shares and discloses on eve of holiday weekend.
    • Belviq sales fare best in the sector.
    • Seasonality is becoming an issue.
    • Advertising increases 93%.
  • Arena Needs To Hold Eisai Accountable For Re-Launch Of Belviq
    Tue, Jul. 1 ARNA 95 Comments

    Summary

    • Television ads need to hit prime time.
    • 200 new sales reps join the 400 already in place with re-launch.
    • Arena need to hold Eisai accountable.
  • Arena's Belviq Sales Flat Again
    Fri, Jun. 27 ARNA 63 Comments

    Summary

    • Seasonality seems to be real.
    • A lot hinges on the Eisai re-launch.
    • Equity could see downward pressure in the near term.
    • The July 4th holiday will impact sales numbers two weeks from now.
  • Belviq Sales Flat - Is Seasonality Coming Into Play?
    Fri, Jun. 20 ARNA 134 Comments

    Summary

    • Week-over-week sales are down slightly.
    • Quarter-over-quarter sales remain strong.
    • Inflection point needed for stock to appreciate.
  • The Anti-Obesity Space Is Not As Simple As Some Think
    Fri, Jun. 20 ARNA, ESALY, NVO 39 Comments

    Summary

    • Arena is looking to smoking cessation as driver.
    • Vivus is looking to erectile dysfunction drug as growth area.
    • Orexigen is looking to the diabetes market as the path to profits.
  • What Will It Take For Arena Stock To Rise?
    Mon, Jun. 16 ARNA 92 Comments

    Summary

    • Sales need to demonstrate a concrete upward shift.
    • Arena already trades at a premium to peers.
    • Street expectations come into play no matter what.
  • Vivus Suit Preserves Exclusivity Of Qsymia - For Now
    Fri, Jun. 13 VVUS 23 Comments

    Summary

    • Suit buys company 30 months of exclusive use.
    • Vivus can use the time to boost sales of Qsymia and Stendra.
    • Decision on suit could impact sector.
  • Arena's Belviq Sales Do More Than Recover
    Fri, Jun. 13 ARNA 72 Comments

    Summary

    • Script sales are showing signs of breaking $100 million pace.
    • Eisai relaunch of Belviq is an opportunity.
    • Sales can close out the quarter strong.
  • FDA Delays Decision On Orexigen Anti-Obesity Drug - What This Means To The Stock
    Wed, Jun. 11 OREX 55 Comments

    Summary

    • FDA delayed decision date until September 11, 2014.
    • Post marketing obligations are key issue.
    • FDA delay means Europe and US decisions could be this fall.
  • Orexigen Investors Hope For FDA Approval
    Tue, Jun. 10 OREX 36 Comments

    Summary

    • FDA Scheduled To Decide On Contrave June 11th.
    • If Approved, Contrave Would Be 3rd To Market.
    • Marketing Partner Takeda Said To Dedicate 900 Reps.
    • Free Samples At Doctors Office Could Be Big.
  • Orexigen Could Be A Double-Edged Sword For Arena
    Mon, Jun. 9 ARNA 104 Comments

    Summary

    • The Orexigen FDA decision is due on June 11.
    • Arena needs bonuses to come into play.
    • The anti-obesity space needs traction.
  • Scripts Down, Bearish Article Released, Arena Hangs Tough
    Mon, Jun. 9 ARNA 41 Comments

    Summary

    • Sales down 11% week over week showing holiday impact.
    • Arena holds critical support in face of bearish article.
    • Sales trajectory needs to improve to see equity price improve.
  • Arena's Belviq Catching On With Doctors
    Tue, Jun. 3 ARNA 86 Comments

    Summary

    • The number of doctors prescribing Belviq is up 67% in 3.5 months.
    • Belviq for smoking cessation is a focal point.
    • Most of the pipeline is a 2015 event or beyond.
  • Belviq Sales Climb - Are Ads Effective?
    Fri, May. 30 ARNA 132 Comments

    Summary

    • Belviq sales up 4.7% week-over-week.
    • Estimated gross sales eclipse $30 million in 2014.
    • Caution on next week's numbers due to holiday.
  • Aspen Investment Said To Be Offering $640 Million For Vivus
    Wed, May. 28 VVUS 89 Comments

    Summary

    • Aspen disclosed a stake that is already almost 10% (in options and forward contracts).
    • Vivus stock was up over 10% in morning trading.
    • The offer represents a stock price of $6.19 - a 25% premium over current trading.
  • Arena To Present At Jefferies Conference - Is It A Catalyst?
    Tue, May. 27 ARNA 68 Comments

    Summary

    • The Jefferies Conference is set for June 3; 1 year sales will happen June 7.
    • Jeffries Analyst Thomas Wei has a $12 Price Target.
    • Belviq sales could approach 250,000 bottles at the drug's 1-year launch anniversary.
  • Arena's Belviq Sales Flat-To-Slightly Down
    Fri, May. 23 ARNA 96 Comments

    Summary

    • Sales flat-to-slightly down week-over-week.
    • Sales of Belviq pass sales of Qsymia for the first time.
    • Television advertising continues, and seems to be ramping up again.
  • Arena Is The Subject Of A Buyout Rumor - Think First
    Tue, May. 20 ARNA 142 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 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 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 ARNA 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 VVUS 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 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.