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Spencer Osborne

 
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  • Arena - Flat Scripts Is Not A Good Start To 2015 [View article]
    sts...

    I have heard several stories of doctors that are investors giving freebies to people that were already on the drug. the samples are to bring NEW CUSTOMERS....seems that if the practice of giving away to people already on the drug is common, that it is poor tracking by Eisai
    Jan 27, 2015. 08:20 PM | 3 Likes Like |Link to Comment
  • Arena - Flat Scripts Is Not A Good Start To 2015 [View article]
    cpgar....

    1. Free samples do not help deliver $35 million in sales revenue. They could give away 1,000,000,000,000 free samples and it would not be something to celebrate. Free samples are good when they convert to paying people. thus far it has not happened.

    2. If the vast majority of people have no idea that the price is lower, then why would they hold off on buying? By your rational, we should expect near 16,000 on the IMS number next time. I bet you it wont happen...but then again, you will blame the weather.

    Bottom line is that 1.5 million PAYING.....I say again.....PAYING....I repeat....PAYING scripts are needed THIS YEAR.
    Jan 27, 2015. 08:19 PM | 7 Likes Like |Link to Comment
  • Arena - Flat Scripts Is Not A Good Start To 2015 [View article]
    Jim....

    If you wait until it is obvious to get concerned, you will be behind the curve. If the sales pace is not picking up in the next 3 weeks, then the odds of attaining what is needed get very slim very quickly.

    Investors should have a caution flag up now.
    Jan 27, 2015. 06:44 PM | 4 Likes Like |Link to Comment
  • Contrave Scripts Continue Increases For Orexigen [View article]
    yale.....

    We are just barely getting to the point where refills of Contrave can begin to be assessed.

    The manner in which I assess refills is to take the refill data for the current week and go back 4, 8, and 12 weeks.

    We only have 13 weeks of data on contrave, and the first three weeks were hampered by a computer glitch that did not allow scripts to process.

    Contrave has had, by far, the best initial launch trajectory
    Jan 27, 2015. 05:27 PM | Likes Like |Link to Comment
  • Contrave Scripts Continue Increases For Orexigen [View article]
    j.....

    The european Commission is expected to decide in February
    Jan 27, 2015. 04:10 PM | Likes Like |Link to Comment
  • Contrave Scripts Continue Increases For Orexigen [View article]
    EI....

    Contrave is not doing freebies.

    The Contrave system is this.

    First month is 70 pills (7 first week, 14 second week, 21 third week, 28 fourth week)

    Script 1 has 70 pills
    Script 2 and beyond have 112 pills

    There is no "extra" script needed.
    Jan 27, 2015. 04:09 PM | Likes Like |Link to Comment
  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    Rick....

    Thank you for the rational thought process. I think that the silent majority agree with you and I. These companies all seem to have some over-passionate people that think way to much of these treatments
    Jan 26, 2015. 05:42 PM | Likes Like |Link to Comment
  • Arena's Sales Pace For Belviq - What Is Needed [View article]
    readers....

    The data. Plain, simple, and real:

    http://seekingalpha.co...
    Jan 26, 2015. 01:20 PM | Likes Like |Link to Comment
  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    Readers....

    The data. Plain, simple, and real.

    http://seekingalpha.co...
    Jan 26, 2015. 01:19 PM | Likes Like |Link to Comment
  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    Readers.....

    Let's take the spin out of the discussion. I do not really favor any one treatment over the other. In fact, I am a proponent of eating right and getting proper exercise (something that many seem to have difficulty accomplishing).

    - Pills are approved for people with a BMI of 27 or higher.
    - VBLOC is approved for people with a BMI of 35 or higher.
    - Pills can deliver 10% weight loss in the same neighborhood as VBLOC

    Now let's look at some factors to think about. Let's use a person that is 5'8" tall. Their proper weight is 160 pounds:

    At 170 pounds they are not eligible for any treatment
    At 180 pounds they are eligible for pills but not VBLOC
    At 190 pounds they are eligible for pills but not VBLOC
    At 200 pounds they are eligible for pills but not VBLOC
    At 210 pounds they are eligible for pills but not VBLOC
    At 220 pounds they are eligible for pills but not VBLOC
    At 230 pounds they are eligible for pills as well as VBLOC

    Now lets look at the AACE guidlines:

    Step 1 is behavioral modification
    Step 2A is more instense behavioral programs
    Step 2B is pills
    Step 3 is surgery

    The treatment guidelines place VBLOC behind lifestyle and pills in the process of treatment.

    These are the facts.
    Jan 26, 2015. 11:54 AM | Likes Like |Link to Comment
  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    Kevin....

    You are not reporting correctly.

    Kindly go to page 32 of the FDA info in the link you provided. It states in a CRYSTAL CLEAR fashion that 38% lost 10% weight. How you can stand there and disagree is astonishing. LOOK.

    http://1.usa.gov/1lO2gbK

    "On the left, we have plotted the percent of VBLOC patients who
    achieved at least 20% EWL at 12 months; 52.5% of patients achieved this
    goal. On the right, we have the percentage of patients who achieved at least a 25% EWL at 12 months; 38.3% achieved this goal. So while we did not meet the pre-specified thresholds, both responder rates were very close to their targets."

    25% EWL equates to 10% weight loss. These are the words of Enteromedics employees!

    Did I call Doc Schauer and idiot? Nope.

    I was tongue in cheeck saying that he is pretty far off base in saying "far exceeds". He is. the data proves it.

    You are aware that he is a surgeon I hope.

    Yes, we can now end the discussion.

    10% weight loss for VBLOC is achieved by 38% of patients and is in the same neighborhood as two of the three pills discussed.
    Jan 26, 2015. 10:57 AM | Likes Like |Link to Comment
  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    This is my article. You are in "my house".

    You are certainly entitled to an opinion. The fact that your opinion is pretty much based on hope rather than facts is not insulting you. It is simply pointing out that you have not based your opinion on data.

    You then TRY to use data, but FAIL in the attempt by using the study GOAL number rather than what the REALITY was.

    Let's be crystal clear here:

    10% weight loss was achieved as follows:

    VBLOC - 38% lose 10%

    Qsymia- 48% lose 10%

    Contrave - 35% lose 10%

    Belviq - 16% lose 10%
    Jan 26, 2015. 10:45 AM | Likes Like |Link to Comment
  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    kevin....

    Stop the stalking.

    The data are the data.

    You should learn to read.

    From the link you provided (and should have read)

    "On the left, we have plotted the percent of VBLOC patients who
    achieved at least 20% EWL at 12 months; 52.5% of patients achieved this
    goal. On the right, we have the percentage of patients who achieved at least a 25% EWL at 12 months; 38.3% achieved this goal. So while we did not meet the pre-specified thresholds, both responder rates were very close to their targets."

    This is from page 32 - http://1.usa.gov/1lO2gbK

    The GOAL was that 45% lose 25% EWL. The REALITY was 38%.

    Please kevin, do a little reading.
    Jan 26, 2015. 10:20 AM | Likes Like |Link to Comment
  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    It would appear that I do.....OR....That the doc simply has a definition of "far exceed" that is different than the average person would think.

    The data are the data.

    Look at the 10% weight loss results. It is all there in black and white.

    If the doc wants to come here and defend his stance, he certainly can.

    VBLOC - 38% lose 10%

    Qsymia- 48% lose 10%

    Contrave - 35% lose 10%

    Belviq - 16% lose 10%

    To any reasonable person, the only place that VBLOC "far exceeds" at 10% weight loss is against Belviq.

    Again, the data are the data.
    Jan 26, 2015. 09:52 AM | Likes Like |Link to Comment
  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    Kevin....

    I do not really like any of these treatments. I have said that since the beginning. I do know that any of these can be helpful to someone that needs such help.

    You put out a "spin statement" by not fully quoting a doctor. That doctor, seems to not understand the data, because the data demonstrates that the use of "far exceeds" is not really factual.

    You then do not really acknowledge that the data does not support what you tried to insinuate. This is not even considering the fact that VBLOC does not even apply to someone unless they are at a BMI of 35 or more, and potentially pills can address the issue before someone even gets to that level of obesity.

    You do not have to agree with me. However, my stance is based on the facts and the data. If you do not agree with me, then you do not agree with the data. This is pretty simple. I look at what the data says. You look at things in a selective manner. My stance is based on strength.
    Jan 26, 2015. 09:39 AM | Likes Like |Link to Comment
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