Seeking Alpha
View as an RSS Feed

Spencer Osborne  

View Spencer Osborne's Comments BY TICKER:
Latest  |  Highest rated
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    James Cambodia and mangostana are two entirely different things
    Apr 27, 2014. 01:44 PM | Likes Like |Link to Comment
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    Jakes....

    Gracina Cambodia and gracina mangostana are two very different things. As far as I am aware gracina mangostana has not made mainstream awareness as yet. Not a diet really. Gatcinia mangostana is a fruit from Southeast Asia. We here call it mangosteen. It is not easy to find in the United States. There are companies that add it to supplements, but that takes away most of the benefit.

    Gracina mangostana has xanthones and these are very good in the body.
    Apr 27, 2014. 01:43 PM | 1 Like Like |Link to Comment
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    Jakes....

    Not sure if Dr. Oz has ever mentioned it. Look it up on Pub Med. Great for C reactive protein, inflammation, and other things. There is a whole bunch of published studies.
    Apr 26, 2014. 10:15 PM | 1 Like Like |Link to Comment
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    Joseph...

    I have run websites for over a decade now. I am pretty well versed in how it all works.

    The Belviq website is not yet very "popular". I have had a website get into the top 100k globally and most people have probably not heard of it.

    Watch as the spike settles down. You will see it in a month or so unless something about Belviq goes viral.
    Apr 26, 2014. 04:46 PM | 1 Like Like |Link to Comment
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    Steven...

    Not sure who you are asking.

    Advertising comes out of Eisai marketing budget. If you were asking me, you did little dd prior to asking your question. I have witenagemot about the arena Eisai deal many times, commented on who pays for what many times, and even published the deal between arena and Eisai.
    Apr 26, 2014. 04:43 PM | 2 Likes Like |Link to Comment
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    JD....

    Personally, what I see is a very real chance that orex gets dual approval. That carries a lot of value when the company currently sits at 52 week lows. Read my other articles on the subject. I would not feel the same with Orex sitting at $7 or so.

    Three months ago I said that I like Orex at $5 pending the FDA approval run. I have not gone beyond approval as yet. I simply like the potential if the company wins FDA approval and then progress on for EU approval

    The drugs are not made up of a generic cocktail. They are exactinbg measurements of specific ingredients. The term "generic cocktail" is si,mply applied by over-passionate Arena investors to try to denigrate something else.

    As I have stated many times. There are advantages and disadvantages to each drug. I would not trade 15 or 20 pounds pounds for any of the side effects on any of these drugs. I would hit the gym. Now if someone needs to lose 50 pounds that is another story. The best pharma solution for weight loss has not even been thought of yet. these drugs have a shelf life as does anything in life

    If you want something healthy, take the rind of a garcinia mangostana and make a tea with it.

    By the way....nothing on this earth is novel if you really think about it.

    Apr 26, 2014. 12:50 PM | 1 Like Like |Link to Comment
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    Joseph....

    I think all three drugs should vote with very strong warnings. Then again, I tend to avoid prescription drugs.

    From an investment perspective....investors (most) do not care about whether one drug makes you dizzy and another makes you have hives, and another causes you to have leakage from areas you would rather not.

    Right now...at this moment...OREX is a more attractive short term investment. The market cap is 60 % less than arena with two big catalysts in the next 6 months. Longer term the dynamic may change.

    I grow tired of the very overly passionate fans of a company that look at anything as positive, always have an excuse at the ready fir bad events and when all else fails start to slam another company.

    We have coke, Pepsi, and dr. Pepper here. Or ford, Chevy, and Chrysler. All have positive and negative attributes
    Apr 26, 2014. 11:59 AM | 2 Likes Like |Link to Comment
  • Arena - Television Ads Raise Awareness [View article]
    As long as you understand now that the commercial is pretty much not speaking to men, then you have learned something
    Apr 26, 2014. 11:36 AM | Likes Like |Link to Comment
  • Arena - Television Ads Raise Awareness [View article]
    I have answered the drop out rate already. It is not a big deal to anyone with above average intelligence. It is a big deal to those that can not see bigger pictures and have a more narrow intellect.

    Thus the answer...a segment of narrow minded people will consider it a big deal. Those that are at least a bit smart about the markets and how these things work are not really concerning themselves with the trivial mantra.
    Apr 26, 2014. 11:35 AM | Likes Like |Link to Comment
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    Joseph,

    It is interesting, but also is not really what people think. Searches spike with newness and subside thereafter. To think that this will maintain is quite wrong, and I think many will fool themselves into thinking that Belviq is as relevant as the other drugs. As yet it is not. It is really that simple.
    Apr 26, 2014. 10:55 AM | Likes Like |Link to Comment
  • Arena - Television Ads Raise Awareness [View article]
    Boo by......

    Take a moment to read the response above....better yet, buy the data.

    There was absolutely no indication that 70% of men like the add. In fact, the male sentiment is Negative.

    Picture a scale of 1 To 100 with 100 being the best.

    Overall sentiment 41 and essentially neutral.

    Female sentiment being positive 79%
    Male sentiment being negative 30%

    I highly suggest you buy the data
    Apr 25, 2014. 06:08 PM | Likes Like |Link to Comment
  • Orexigen's Possible One-Two Punch [View article]
    Boobybgood.....


    Yes, I am still long ARNA. Kindly refer to the disclosure right under the title of the article. It is quite obvious if you take a moment to read it.

    I have no reason to sell my ARNA stake at thus time. I added to it a few weeks back at about $6.00 (fully disclosed as well). I maintain my investment for the longer term potential.
    Apr 25, 2014. 06:03 PM | 3 Likes Like |Link to Comment
  • Orexigen's Possible One-Two Punch [View article]
    Boobybgood.....

    New id and new comments. It would appear that you are a passionate arena investor and have an emotional attachment to the equity you invested in. Personally I prefer to make money in the market. Emotional attachment is not a good investment strategy.

    You questions are not really questions, but I will humor you.

    My opinion on dropout rate of Contrave trial.

    Dropouts were 26% for drug arm and 13% for placebo. All drugs have drop out in trials. Your use of the term terrible is subjective. If the side effects of Contrave are terrible, what do you call those of chemo?

    Does the FDA look at drop out rates.

    Yes. They already have looked.

    Belviq has been on the market for 10 months. You say zero reports of problems. I disagree.

    Belviq and phen is great. Combos can be made. Running 5 mikes a day will make you lies more than any of these drugs. Just saying what needs to be said for a realistic perspective.

    The big money is invested in the sector. Take a look and you will see that. Big money has bets on all three companies. Big money also hedges those bets.

    Takada does not owe Lilly $9 billion. Learn about the suit first, including who is owed what and the appeal process and then we can have an intelligent dialogue. Until you catch up on that, a conversation is virtually meaningless. Sorry to appear crass here, but until you are up to speed additional conversation is meaningless.
    Apr 25, 2014. 06:00 PM | 4 Likes Like |Link to Comment
  • Arena - Script Sales Start Recovery As Television Ads Hit Air [View article]
    Vman....

    The insider sales were exercising and planned sales of options. None of these sales resulted in a decrease of ownership. See my comments on the article you referenced
    Apr 25, 2014. 05:15 PM | 16 Likes Like |Link to Comment
  • Arena Pharmaceuticals: 4 Different Insiders Have Sold Shares This Month [View article]
    Markus...

    This is pretty normal behavior in companies these days. Stock options are part of compensation. I read nothing into this latest activity, as it doe not differentiate from what has normally been happening.
    Apr 25, 2014. 03:27 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
8,731 Comments
7,315 Likes