Seeking Alpha
View as an RSS Feed

Spencer Osborne  

View Spencer Osborne's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Arena Pharmaceuticals: 4 Different Insiders Have Sold Shares This Month [View article]
    Markus....

    What I was saying is that there was not really a decrease in ownership.
    Apr 25, 2014. 03:16 PM | 5 Likes Like |Link to Comment
  • Orexigen's Possible One-Two Punch [View article]
    max....

    all drugs have side effects. Hives is an infrequent side effect

    http://bit.ly/1rtZkjg

    Belviq

    http://bit.ly/1rtZkjg

    Qsymia

    http://bit.ly/1rtZkjh
    Apr 25, 2014. 03:13 PM | 1 Like Like |Link to Comment
  • Orexigen's Possible One-Two Punch [View article]
    max....

    I offered you my opinion. Why would A Takeda lawsuit having nothing to do with Contrave be a drag on Orex?

    Was Eisai a drag on Arena because it has had lawsuits on other drugs? Come on now. Think with your head and not your emotional attachment to a company or investment.

    All of these companies have scads of lawsuits
    Apr 25, 2014. 03:10 PM | 4 Likes Like |Link to Comment
  • Arena Pharmaceuticals: 4 Different Insiders Have Sold Shares This Month [View article]
    I always find it interesting when people discuss sales by company executives. There are many reasons why an insider may sell an equity. There is one reason they buy.

    In the case of Belcher

    This person had 68,728 shares prior to this transaction and 68,728 shares after the transaction. Thus, the interest of this person remained exactly the same. The sale may have nothing to do with a sentiment about performance of the company. This person has stock valued at $412,000 in this company. Perhaps this is a person that does not want to put all their proverbial eggs into one basket. Exercising options and selling them off immediately is pretty common. In particular when the person already carries a substantial interest in the company.

    Shanahan
    Had 35,000 shares prior to transaction and 35,000 shares after it

    Nova
    Had 18,728 prior to the transaction and 18,728 subsequent to it

    Hixon
    Had 82,876 before the transaction and the same amount after.

    The point here is that these exercises and sales kept each of these individuals at the same position they were already at.

    Apr 25, 2014. 02:58 PM | 12 Likes Like |Link to Comment
  • Orexigen's Possible One-Two Punch [View article]
    max....

    overblown, and will come down by a huge amount.

    This will not be a drag on Contrave in the slightest
    Apr 25, 2014. 02:33 PM | 2 Likes Like |Link to Comment
  • Orexigen's Possible One-Two Punch [View article]
    Sp500....

    Do people really want to debate whether or not the analyst should have called the drug "novel"?

    It does not really matter if they called it novel, blue, purple, black, white, or new, upcoming, or anything else.

    Have fun discussing whether or not "novel" should have been used. Others look at the important things
    Apr 25, 2014. 02:30 PM | 2 Likes Like |Link to Comment
  • Arena - Television Ads Raise Awareness [View article]
    Rod....

    For Belviq.

    IMS up as you stated
    Symphony is flat.

    I am writing that up now.
    Apr 25, 2014. 12:45 PM | Likes Like |Link to Comment
  • Arena - Television Ads Raise Awareness [View article]
    Rv....

    That will be a process and is much harder to track. Unfortunately we will need to rely on arena, Eisai, and vivus to get updated on any real progress.
    Apr 25, 2014. 12:44 PM | 1 Like Like |Link to Comment
  • Arena - Television Ads Raise Awareness [View article]
    Feelin....

    Thank you for the kind words. I am glad that you appreciate the work done.
    Apr 25, 2014. 12:43 PM | 2 Likes Like |Link to Comment
  • Arena - Television Ads Raise Awareness [View article]
    Jakes...

    I have no affiliation with iSpot, though I have spoken to them.


    I do not expect Eisai to advertise on the big dollar shows and channels as yet, and I suspect that we will not see ads during playoffs
    Apr 25, 2014. 12:43 PM | 3 Likes Like |Link to Comment
  • Arena - Television Ads Raise Awareness [View article]
    msapp...

    "So 79% of the women like the add where 70% of the men like the ad (to state your sentence differently)."

    Putting the sentence to your liking is not reflective of the data.

    In general, men are neutral to negative.

    In general women are neutral to positive.

    I suggest you subscriber to ispot. Overall sentiment is neutral (41).
    Apr 25, 2014. 11:51 AM | 5 Likes Like |Link to Comment
  • Sirius XM: A Pawn In John Malone's Cable Chess Match [View article]
    CN....

    Liberty will likely try to use as little cash as possible. I think that is one reason that they are creating tracking stocks that will be split again, and then recombined in yet another form.

    Based on my contacts, the biggest issue now is indeed when it will happen and not if. Had an interesting conversation recently about a time frame in the fall with the current plan being revamped into something that will likely be complex, but a money maker. I think this is an issue that will be a matter of months, not a year.
    Apr 23, 2014. 04:18 PM | 1 Like Like |Link to Comment
  • Sirius XM: A Pawn In John Malone's Cable Chess Match [View article]
    CN....

    Thank You for the article. I believe that Liberty is far from done in its various quests. I also believe that a lot of the current Liberty strategy is designed to give flex in both how it deals with SiriusXM in the near future as well as how it deals with cable companies.

    The separation of the cable unit provides easy valuation on that front for Liberty. If Liberty does another transaction by throwing the SiriusXM stake, or part of it into the mix it could be very interesting.

    The SiriusXM story is on a bit of a hold. It can blossom again when the Liberty strategy plays out. I think most that were dead set against the initial Liberty deal now realize that....certainly the street sees the better potential combined than separate.
    Apr 23, 2014. 01:30 PM | 1 Like Like |Link to Comment
  • Arena Pharmaceuticals' Belviq Sales Dip - Why? [View article]
    steinbeck....

    Cost is indeed important to consumers.

    The program will run for quite some time. It is smartly designed in that it pays a portion depending on what is covered by insurance. Thus, if insurance is piking up more and more of the tab, the rebate will be less and less.

    The rebates do impact the net sales number, but this is still the best way to handle it. Better to get the maximum amount of money from the maximum amount of people than to price too low and leave money on the table.
    Apr 22, 2014. 02:29 PM | 1 Like Like |Link to Comment
COMMENTS STATS
9,032 Comments
7,581 Likes