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Spencer Osborne  

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  • Arena's Belviq Sales Dip Has Investors Pinning Hope On Pipeline [View article]
    W.....

    Did I say biotech trading is like Siri? Nope. Your overactive imagination is at it again.

    I have traded biotech for more than two decades. Please don't tell me that your imagination told you I am new to biotech.

    Walsher, just move on. You have demonstrated that you lack the intellect to carry on a discussion that carries value. You have demonstrated that you lack the basic understanding in the market that stock price is not valuation. You looked so foolish with that statement that you now seem desparate to deflect away from that.
    Aug 4, 2015. 01:42 PM | Likes Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    User....

    You stated that my headlines call Vivus excremental, are praising Belviq for smoking cessation, and that orexigen is dominating. Those characterization scare lies,, I called you on it, and apparently you did not appreciate that.

    If you read what I have written about this sector since the end of q1, you will note that I have stated sales are not high enough for any of them. Look at the headlines.

    Regarding smoking cessation. Bi have stated that I like Belviq for that, but have also said it is at least 18 to 24 months away.

    In essence, you are making statements that simp,y do not jive with reality.
    Aug 4, 2015. 01:36 PM | Likes Like |Link to Comment
  • Orexigen- Contrave Leading The Way In A Slow Race [View article]
    Kessler.....

    The issue is that the market is to small. Owning 38% of a storage shed is different than owning 38% of a hotel
    Aug 4, 2015. 01:11 PM | 1 Like Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    User....

    You want to believe that they are not cutting down on sales force. Go ahead and believe that.
    Aug 4, 2015. 01:09 PM | Likes Like |Link to Comment
  • Arena: Belviq Advertising Campaign- Investors Need To Question Eisai Commitment [View article]
    Pnac.....

    Do you really want to pretend that I have not done my due diligence? These drugs are all in the same neighborhood with regard to efficacy.

    http://seekingalpha.co...

    You say I do not do research and then go on to say Qsymia does not have a weight loss clarifier on its label. I HIGHKY suggest you read the label. After you do that, pull the log out of your own eye.

    Here is the label

    http://1.usa.gov/127NzPO

    Please note the "discontinue or raise dose if 3% is not let in 12 weeks"

    And "discontinue if 5% is not lost in 12 weeks on maximum dose"

    I am glad you lost weight. Not everyone does.
    Aug 4, 2015. 01:07 PM | Likes Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    Points I have made...

    http://seekingalpha.co...

    http://seekingalpha.co...

    http://seekingalpha.co...

    http://seekingalpha.co...
    Aug 4, 2015. 12:04 PM | Likes Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    Long....

    Stendra is partnered out already.
    Aug 4, 2015. 11:59 AM | Likes Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    User.....

    It has been happening for several quarters now. Go look at the 10q,s and listen to the calls
    Aug 4, 2015. 11:57 AM | Likes Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    User....

    You are entitled to your opinion. I am entitled to mine. I present what I see. You want me to value the company as a whole. It is probably valued at about where it is trading. You want to argue there should be a 15% or 20% premium....that's fine. I do not see it as likely at this stage.

    The obesity act does not address the core problem. It is feel good legislation that is not going anywhere. Why pin an investment thesis on it?

    I am quite neutral. We simply do not agree on something.
    Aug 4, 2015. 11:54 AM | Likes Like |Link to Comment
  • Arena's Belviq Sales Dip Has Investors Pinning Hope On Pipeline [View article]
    Crazy...

    I cover scripts for these companies every week. I have done so for years. Will it shock you when there are more articles next week?

    I cover television ads in the sector each month. It is the beginning of the month. Should that be a shock to you?
    Aug 4, 2015. 11:11 AM | Likes Like |Link to Comment
  • Arena's Belviq Sales Dip Has Investors Pinning Hope On Pipeline [View article]
    Crazy....

    He decline in short interest has had a very natural progression. This is not rocket science. You need to rember that short interest in a time when an equity is speculative is natural because it is oft used as a hedge.

    Institutional ownership has also had a natural progression.

    I am sorry, but we will have to agree to disagree. I see nothing remarkable in these dynamics.
    Aug 4, 2015. 11:09 AM | Likes Like |Link to Comment
  • Arena's Belviq Sales Dip Has Investors Pinning Hope On Pipeline [View article]
    Washer...

    Again, my name is not spensy, and we are not in the third grade.

    I have explained my investment in Orex to you no less that a dozen times, but you are so dense that you seem to not have it sink in.

    Again.

    I opened a very small investment in Orex to play the European approval and a possible partnership announcement for Europe. The approval came in. The partnership did not. I went from a profitable trade to a listing trade. At that juncture, I could sell at a loss early in the tax year, or hold it, see what happens, and assess as the year closes out. Given that my investment is very minimal, I decided to wait it out. It is not impacting my lifestyle in any way.

    My Siri investment. I made a ton of money on it. I have actually held shares for any years. Because you lack the ability to research, you failed to note that I sold most of my Siri to buy into Liberty media. I hold the balance of Siri because John Malone and Liberty control over 60% of the company. By the way, I made another fortune on Liberty and continue to add to it.

    Now, do you really want to deflect again and again, or are you so immature that you have to rely on your imagination to dictate your life?
    Aug 4, 2015. 11:06 AM | Likes Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    Chris...

    Vivus valuation is $150 million
    Orex valuation is $500 million
    Arena valuation is $1 billion

    Qsymia has no traction. Contrave has positive traction. Belviq is trending down. Qsymia is well behind Contrave in scripts at this stage, is cutting back on marketing to help the bottom line, and while it may be "cheap", it is there for a reason
    Aug 4, 2015. 10:57 AM | Likes Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    Leon...

    Ne. I work for myself. Another bad assumption on your part, I see.
    Aug 4, 2015. 10:54 AM | Likes Like |Link to Comment
  • Vivus: Slower-Than-Needed Qsymia Sales Do Not Offer Hope [View article]
    User....

    Funny. I cover ETRM. I follow Zafgen. I follow rhythm. I monitor Phentermine closely.......nope, it is not all Belviq, Qsymia, and Contrave. These however were supposed to be " the new and branded" products. They are all finding it difficult to crack the Phentermine market. Phentermine sells about 150,000 scripts per week.

    The issue is that none of these branded drugs have enough of a difference from Phentermine to justify the difference in price.
    Aug 4, 2015. 10:53 AM | Likes Like |Link to Comment
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