Seeking Alpha
View as an RSS Feed

Spencer Osborne  

View Spencer Osborne's Comments BY TICKER:
Latest  |  Highest rated
  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    jay....

    why are you saying LOL????

    Have you read anything, or are you oblivious.

    READ.

    I outlined several things that needed to happen to allow this equity to move. They have started to make those things happen. It is not rocket science.

    You are still lacking the courage to put up numbers I see.
    Apr 13, 2015. 03:03 PM | 1 Like Like |Link to Comment
  • Vivus Sales Remain Flat - Stock Trend Not Good [View article]
    pat....

    Belviq sales dipped at the end of September.
    Apr 13, 2015. 03:01 PM | Likes Like |Link to Comment
  • Vivus Sales Remain Flat - Stock Trend Not Good [View article]
    counter....

    If you did a very small amount of research, you would know my buys and sells in Arena. You will note that I never had shares at $47. Thus, the likelihood of me worrying about what Arena stock was YEARS ago is about nil.

    Do you have anything meaningful to say, or are you simply getting your rocks off stalking?
    Apr 13, 2015. 02:58 PM | 2 Likes Like |Link to Comment
  • Arena's 15,000 Scripts Set Pace Vs. Competitors [View article]
    short...

    I did not say that 15,000 is such a good thing.

    "The bad news is that none of these drugs saw growth that would be considered exciting. Sales are essentially flat."

    "Sales are still tracking below my bearish estimate, and the gap is widening between actual sales and that estimate."

    "That being said, the sales still need to meet street expectations in order to see the stock appreciate. Thus far, the trajectories are lower than street expectations."
    Apr 13, 2015. 02:56 PM | 1 Like Like |Link to Comment
  • Arena Gets Closer On Extended Release Formulation Of Belviq [View article]
    Consumer reports says to skip Qsymia and Belviq. They have not offered a report on Contrave
    Apr 13, 2015. 12:14 PM | 1 Like Like |Link to Comment
  • Arena's Partner Eisai Is Slashing Jobs - What Investors Need To Consider [View article]
    Moz....

    under my name is a send message button. Click that
    Apr 12, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • Novo Nordisk Quietly Becoming Big Player In Obesity Space [View article]
    Jakes....

    ETRM....still a bit of a play, but I was disappointed that the post approval pop evaporated so fast. Such is life
    Apr 11, 2015. 10:47 PM | 1 Like Like |Link to Comment
  • Novo Nordisk Quietly Becoming Big Player In Obesity Space [View article]
    Jakes....

    I do not really worry about saxenda in terms of my investment in Novo.

    I do actually see it having an easier path to insurance. the reason is that insurance already pays for Victoza (same drug).

    They are targeting people with diabetes already.

    If insurance wont cover saxenda, the doc simply scripts Victoza or double dose visctoza and says it is for diabetes. Kills two birds with one stone.
    Apr 11, 2015. 03:52 PM | Likes Like |Link to Comment
  • Arena's Partner Eisai Is Slashing Jobs - What Investors Need To Consider [View article]
    moz...

    send me a PM.
    Apr 11, 2015. 02:31 PM | 1 Like Like |Link to Comment
  • Arena's Partner Eisai Is Slashing Jobs - What Investors Need To Consider [View article]
    moz....

    I do not control when SA publishes it. The only way I control publish time is on my own private membership site.
    Apr 11, 2015. 11:14 AM | 1 Like Like |Link to Comment
  • Arena's Partner Eisai Is Slashing Jobs - What Investors Need To Consider [View article]
    Moz....

    I have a piece submitted on OREX
    Apr 11, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • Arena's Partner Eisai Is Slashing Jobs - What Investors Need To Consider [View article]
    Rod...

    Exactly what Counter does
    Apr 11, 2015. 09:56 AM | 1 Like Like |Link to Comment
  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    clue.....

    Insiders typically have a ton of options, their salary is with the company, and everything they have and do is tied up in the company. I do not over-think buys, options exercising and sales. Open market purchases of stock are rare these days. Executives get so many options that buying in the open market is simply not something we normally see.

    Further, it is clear to anyone that looks at the financials that capital is needed. I would not look for an insider to be buying just ahead of a capital raise. It makes no sense. It does not mean they think failure is in the cards. it simply means they are being prudent
    Apr 10, 2015. 11:24 PM | 1 Like Like |Link to Comment
  • Novo Nordisk Quietly Becoming Big Player In Obesity Space [View article]
    Jakes....

    I do not really consider Novo an obesity play. It is much more of a diabetes play. Novo is not speculative in my opinion.

    My ARNA play is long term with a core position and short term with an over-core position. The over core was a play on the 2015 weight loss season. It has not panned out well and I have been trimming that over-core position. My cost average in ARNA is $3.95. My first trim of over core was a few weeks ago at $4.51. My second trim of over core was today at $4.71. I will trim again in the next few weeks

    My Orex play was to play the approval and EU partner announcement. I am up nicely in that and awaiting the partner announcement. At that point I will sell enough to essentially sit on free shares. My cost average in OREX is $6.90

    My ETRM play was to play the approval pop. Unfortunately, I was in a meeting and the pop only lasted a few hours. I missed that sell. At that stage, I simply will hold to see the launch dynamics, but am not holding my breath. My ETRM stake is currently at a loss.

    My intent is to take the money from OREX sale and ARNA sale and put it into NOVO as a long term play. Novo will likely be a long term play for me that I will bring to the point of being a decent part of my portfolio.

    My 5 biggest holdings are SIRI, LMCA, LMCK, LBRDK, LBRDA, and CALM. Have several other stocks I am in, several funds that I am in. Play gold, platinum, silver.

    With Novo we are talking about a $150 billion company. It is a top 20 big pharma in sales
    Apr 10, 2015. 07:08 PM | 1 Like Like |Link to Comment
  • Arena's Partner Eisai Is Slashing Jobs - What Investors Need To Consider [View article]
    gallo....

    Savvy investors know that sales are not what is needed, revenue is being impacted by price cut, the sales force is being aligned again, and the company is not going to hit consensus revenue this year unless a stark shift happens. Savvy investors know the timeline on the pipeline and know that they do not need to be in a hurry to take a position in this equity.
    Apr 10, 2015. 03:37 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
8,352 Comments
6,928 Likes