Seeking Alpha

Spencer Osborne

 
View as an RSS Feed
View Spencer Osborne's Articles BY TICKER:
  • Liberty Media Scores Cash On Sale Of Sirius XM Shares
    Tue, Apr. 29 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 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    • Outdated discount cards are still an issue, but lessening.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 OREX 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 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 ARNA 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 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 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 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 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 LMCA 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 LMCA 190 Comments
  • Arena Prescription Sales Up: Stops Stock Slide
    Fri, Feb. 28 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 ARNA 68 Comments
  • Arena Earnings On Tap
    Thu, Feb. 27 ARNA 40 Comments
  • Orexigen Sees Positives In European Application For Contrave
    Wed, Feb. 26 OREX 12 Comments
  • Vivus Beats The Street - Sort Of
    Tue, Feb. 25 VVUS 72 Comments
  • Arena's Belviq Sales Continue Up As Others Decline
    Fri, Feb. 21 ARNA 128 Comments
  • Retrophin Inks Deal With Manchester Pharmaceuticals
    Thu, Feb. 20 RTRX 11 Comments
  • Arena Prescriptions Tracking With Expectations
    Fri, Feb. 14 ARNA 92 Comments
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal
    Fri, Feb. 14 LMCA 185 Comments
  • Arena Reaches Critical Point On Insurance Coverage
    Mon, Feb. 10 ARNA 134 Comments
  • Arena's Belviq Sees Modest Weekly Growth
    Fri, Feb. 7 ARNA 85 Comments
  • A Deeper Look At Arena Anti-Obesity Sales
    Tue, Feb. 4 ARNA 53 Comments
  • Arena Investors Look To Eisai Quarterly Report
    Mon, Feb. 3 ARNA 34 Comments
  • Arena's Belviq Sees Traction Slip Ahead Of Advertising
    Fri, Jan. 31 ARNA 211 Comments
  • Liberty Media's Quest For Sirius XM Rests In Evercore's Hands
    Tue, Jan. 28 LMCA, SIRI 121 Comments