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Spencer Osborne

 
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  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    arni.....

    The 154 was for 1 day. Contrave was "available on the 17th, but the launch did not happen until the 20th.

    For perspective....Belviq's first partial week was 3 scripts.

    By the way....The first full week of belviq was 1,087, not almost 2,000.

    Another thing....belviq launched with 200 reps....not 150.
    Oct 24 11:01 PM | Likes Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    dax...

    It could be a bigger strategy. If they are confident in Europe, they have a huge advantage there and a bigger sandbox to play in than Q or B.

    The price point is high. The discounts are simply bigger.

    I think that they want to be the price leader and I think they want to establish a trajectory that is advantageous to them.
    Oct 23 05:45 PM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    sts....

    Look at fingertip formulary. Both drugs oft require pre-authorization.

    Point is that paperwork exists for all three.
    Oct 23 05:42 PM | Likes Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    stss....

    Docs have to take time with all of these drugs. Pre-authorizations, etc.
    Oct 23 05:09 PM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    Belviq did 33k in three months without insurance, reps, etc, The cost out of pocket is $70....a lot less than the $150 or more out of pocket with belviq
    Oct 23 05:00 PM | Likes Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    George...

    my coverage started after approval in 2012. I did not comment on articles about arena prior to that.

    In other words...about two years and two months.
    Oct 23 12:16 PM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    Healthy...

    Looks like they are using a very low price point strategy instead of samples at thus stage. The price point was a big surprise to the market
    Oct 23 09:39 AM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    George...

    I have been covering arena for just over two years. Many thing you read prior to that is not from me.

    I do not love or hate arena. It is a company I cover objectively.

    Arena des have an overzealous contingent of investors that are not good people.

    The facts..

    Coverage a little over two years and not three
    My investment money is as real as anyone else's
    Thousands of readers want the coverage I offer
    Oct 23 08:49 AM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    Eng...

    Phen is 12 week cycles. Many take it longer
    Oct 23 08:12 AM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    Jakes...

    I do not see a market that U.S. very meaningful or substantial. If we can't even get people to pay for this drug, how would we expect people to oat for their pets?
    Oct 22 11:54 PM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    George....

    I do not write for a living. I can not cover everything, and have to be prudent in how I use my time for myself, research, and writing.

    If you have followed what I have written, you should be aware of the reasoning behind my sale. By the way. I am well aware that I no longer disclose "long ARNA" the reason is that at the moment I am not invested in the equity. There seems to be a very, very, very, very unhealthy obsession by several people about whether I am invested or not, how many shares I have, and things of this nature. My investment status has ZERO to do with how I write.

    I appreciate that you have made a suggestion, but will write about the subject matter that I so choose to write about.
    Oct 22 10:23 PM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    gallo....

    I love Samsung.

    Just like we all call the flip phone of 10 years ago ancient tech, belviq and other meds in this sector that currently look great will be considered ancient. That does not mean they are not good. It is simply acknowledging that human kind advances all of the time.

    I am not medicine adverse. I am not a fan of prescription meds and avoid them unless I need them. I prefer natural solutions. In pain...drink a shot of mangosteen juice.get rid of free radicals...stay healthy in diet...stay active
    Oct 22 08:05 PM | Likes Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    E....

    You are really a sad person. Are you really so desparate that you make up stories in your head to fit your own warped sense of reality? I have had very few tweets to AF. I did not even follow him on Twitter until he mentioned me in a tweet.

    6/27/2013 - @adamfuererstein LMAO...sorry that your day has a void now. It will be at least another 72 hours before anything else. (a response to his jab that I had published an article)

    6/27/2013 @troKalayjian @adam fuererstein...come on doc...didn't anyone tell you it cures cancer as well (a response to a response by someone other than Adam

    6/27/2013 - @adamfuererstein it has likely only been a few hours since someone claimed that I work for you. Cheers. ARNA up, so lemmings are happy. (a response to the earlier jab

    7/12/13 @adamfuererstein looks like a slumbrew to me. Brewed in Sommerville. Being from Massachusetts I have an advantage though. (a response to him asking what beer bottle the picture had.

    8/9/2013 - @adamfeurerstein wow...where's the love (a response to a jab he tweeted about me)

    That is the extent of my twitter "relationship" with Adam. Actually, this review now helps me understand your overzealousness. You characterized my 5 tweets as a "penchant or need to tweet AF frequently". Now wonder you think belviq sales are supercalafragilisticex... awesome.

    Run along and try not to push on the door labeled pull.
    Oct 22 07:17 PM | 1 Like Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    gallo....

    i get that you are a fan of Belviq. There will be some just like you that are fans of Contrave, Qsymia, the product from zafgen, victoza, the product from Rhythm, etc.

    Hundreds of millions to take Belviq? That is some pretty high expectations considering that in 15 months the number of people than have taken it is probably about 200,000 or less

    You see, while you think the iphone is the cats meow....the real gem is produced by Samsung.

    There will be people that have far superior results with Contrave. There will be people that have far better results with qsymia. There will be people that have far better results with Belviq. There will be people that have far better results with none of these. What happens when the new, novel, and never been seen before product from Rhythm hits the market? Will belviq be a flip phone?

    The products on the market today are 8 track tapes compared to what will be around in the next decade. Arena may develop the next hot anti-obesity drug. It could be someone else.

    I get that you are excited, but this is an equity. Market share by less than a point a quarter is not going to cut it. Everything has a shelf life....just ask iPhone users
    Oct 22 07:01 PM | Likes Like |Link to Comment
  • Arena Investors Need To Watch Contrave Launch Closely [View article]
    Bk....

    I will monitor it. Not sure how much coverage I will do. Writing is a small hobby for me. I do not do it full time.
    Oct 22 03:31 PM | 1 Like Like |Link to Comment
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