Seeking Alpha
View as an RSS Feed

Spencer Osborne  

View Spencer Osborne's Articles BY TICKER:
  • Vivus Impresses Street - Can It Last?
    May. 6, 2014 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?
    May. 6, 2014 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
    May. 5, 2014 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
    May. 2, 2014 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
    Apr. 29, 2014 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
    Apr. 25, 2014 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    • Outdated discount cards are still an issue, but lessening.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
    Apr. 25, 2014 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
    Apr. 25, 2014 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?
    Apr. 21, 2014 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
    Apr. 14, 2014 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?
    Apr. 11, 2014 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
    Apr. 11, 2014 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
    Apr. 4, 2014 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
    Apr. 1, 2014 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
    Mar. 28, 2014 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
    Mar. 17, 2014 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
    Mar. 14, 2014 LMCA 17 Comments

    Summary

    • Liberty Withdraws Offer For Sirius XM.
    • Liberty To Create Two Tracking Stocks.
    • Liberty Timing Impressive.
  • Liberty Media Undervalued
    Mar. 12, 2014 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 • Mar. 7, 2014 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
    Mar. 1, 2014 LMCA 190 Comments
  • Arena Prescription Sales Up: Stops Stock Slide
    Feb. 28, 2014 ARNA 75 Comments
  • Arena's Belviq Sales To Hit $150 Million In 2014?
    Feb. 28, 2014 ARNA 68 Comments
  • Arena Falls On Quarterly Results
    Feb. 27, 2014 ARNA 68 Comments
  • Arena Earnings On Tap
    Feb. 27, 2014 ARNA 40 Comments
  • Orexigen Sees Positives In European Application For Contrave
    Feb. 26, 2014 OREX 12 Comments
  • Vivus Beats The Street - Sort Of
    Feb. 25, 2014 VVUS 72 Comments
  • Arena's Belviq Sales Continue Up As Others Decline
    Feb. 21, 2014 ARNA 128 Comments
  • Retrophin Inks Deal With Manchester Pharmaceuticals
    Feb. 20, 2014 RTRX 11 Comments
  • Arena Prescriptions Tracking With Expectations
    Feb. 14, 2014 ARNA 92 Comments
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal
    Feb. 14, 2014 LMCA 185 Comments
  • Arena Reaches Critical Point On Insurance Coverage
    Feb. 10, 2014 ARNA 134 Comments
  • Arena's Belviq Sees Modest Weekly Growth
    Feb. 7, 2014 ARNA 85 Comments