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Spencer Osborne  

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  • Orexigen: Contrave Sales On The Cusp Of Anti-Obesity Leadership - Do Not Celebrate Yet [View article]
    short....

    In my opinion, docs will be about as aware of this light study issue as they would be about what color shoes I wear to work on Tuesday, what brand my golf clubs are, or what brand tennis racket I use.

    The FDA initiating an injunction????????????...

    For What? This issue came to a head ABOUT 1 YEAR AGO. the FDA ALREADY stated that the light study data could not be used, and the FDA ALREADY mandated the new CVOT study. I swear to god.....people seem to think that this stuff is new news. It is OLD NEWS. This is not rocket science. I fully grasp that there naive and immature Arena and Vivus investors that "want" these things to be true, and unscrupulous people that want to spread innuendo for whatever reason.

    Do you really think that the FDA is going to go above and beyond what they already did? Really? Really? If it was such an imperative emergency, then why has the agency been silent for MONTHS on this issue? The FDA was in the negotiations about terminating the trial. The issue is done. It is dead.

    Europe has nothing to do with the current CVOT study. If Takeda wants Europe they can buy it. These issue gives Takeda leverage in negotiations, but does not mean the friggn' world is blowing up.

    The "long line of ambulance chasers.....they are out chasing ambulances. there ate THREE.....Yes, THREE active suits. If you get a pacer acoount you can look at all documentation from them. The firms bringing the suits have histories and injunctions against them for using serial plaintifs, plaintifs without standing, etc. Class action suits are a pain in the posterior, but typically amount to NOTHING. I suspect that these will be the same. having read the complaints in each, the claimed damages are minimal, and do not really hold much water.

    There are very, very, very, very, very, very, very, very naive people out there that put way, way, way, way, way, way, way, way, way to much weight on things that are simply a small, small, small, small, small, small, small, small, small, small piece of the overall picture.
    May 23, 2015. 05:53 PM | 6 Likes Like |Link to Comment
  • Vivus: Qsymia Sales Win The Week, But Is It Enough? [View article]
    counter....

    You are a stalker and a disingenuous person. Your comment history proves this out. The ONLY thing you deserve from me is this type of response that illustrates your jaded history. I have requested dozens of times now that you cease your stalking. You seem to dense to comprehend the actions you are taking. Again, stop your stalking
    May 23, 2015. 05:16 PM | Likes Like |Link to Comment
  • Vivus: Qsymia Sales Win The Week, But Is It Enough? [View article]
    counter....

    You stalk, and you are disingenuous. Your comment history proves this point. There are many that disagree with me in a civil and genuine manner. they get treated with respect. Those that are disingenuous, such as yourself, get the type of response that you deserve. Stop stalking
    May 23, 2015. 05:13 PM | Likes Like |Link to Comment
  • Orexigen: Contrave Sales On The Cusp Of Anti-Obesity Leadership - Do Not Celebrate Yet [View article]
    counter....

    You are stalking. You are a disingenuous person. Your comment and posting history proves this out. Stop your stalking behavior. It is already clear that you are making your rounds of comments again. The timing and patterns of your posts exposes your spinning, stalking, and immature agenda. Stop stalking
    May 23, 2015. 04:56 PM | 3 Likes Like |Link to Comment
  • Vivus: Qsymia Sales Win The Week, But Is It Enough? [View article]
    counter....

    You are stalking. Your comment history proves this beyond any doubt. You are a disingenuous person that lacks the maturity and intellect to carry on a rational discussion or even a ration debate. you spin more often than a top. Stop your stalking behavior.
    May 23, 2015. 04:54 PM | Likes Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    crazy.....

    I have no buddies that are short. Please stop the conspiracy theories
    May 23, 2015. 01:01 PM | 2 Likes Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    ron......

    the stock price already took its hit
    May 23, 2015. 01:00 PM | 1 Like Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    gw....

    The reaction may be theoretical, but there have been reported cases now with seritonin syndrome that were reported to the FDA by patients taking the drug.
    May 23, 2015. 12:59 PM | 2 Likes Like |Link to Comment
  • Orexigen: Contrave Sales On The Cusp Of Anti-Obesity Leadership - Do Not Celebrate Yet [View article]
    mr....

    phen is a scripted drug that has been on the market for years. It is now a generic and is made/marketed by many, many, many companies.

    These new drugs were meant to be something better than phen, which, in concept needs to be cycled.

    phen is cheap and widely available in clinics. Clinics can buy the phen and sell it at a profit.
    May 23, 2015. 12:57 PM | 4 Likes Like |Link to Comment
  • Orexigen: Contrave Sales On The Cusp Of Anti-Obesity Leadership - Do Not Celebrate Yet [View article]
    Logic....

    Most docs have never even heard of the drug, let alone the ins and outs of the equity. The drama around OREX is far from mainstream.
    May 23, 2015. 12:52 PM | 5 Likes Like |Link to Comment
  • Orexigen: Contrave Sales Flattening - Europe Needed To Spur Numbers [View article]
    bike....

    You should look at the financials instead of relying on a broker website. Further, you have some assumptions that are just simply not accurate

    Vivus carries a lot of money in "available for sale securities". Your brokers website is waaaaay off.

    At the end of Q4 they had $83 million in cash AND $216 million in available for sale securities. Essentially they had $299 million in cash.

    At the end of Q1 they had $99 million in cash and $188 million in available for sale securities.

    Vivus does have long term debt, but that is not really a huge issue, as it is spread over time. They are current on all debt.

    You make the statement that Orex is fighting with the FDA. That is not really accurate. They study issue has been understood for over 6 months now. They need to conduct a study and have moved forward on that. They are fighting with Takeda about who pays for it.
    May 23, 2015. 12:50 PM | 1 Like Like |Link to Comment
  • Orexigen: Contrave Sales Flattening - Europe Needed To Spur Numbers [View article]
    Bike....

    Vivus has over $300 million in cash.

    A CVOT study will run between $100 million and $200 million. Vivus can afford it....especially when in is spread over 5 years or so.

    Orex...has the cash to do it as well with it being spread over 5 years.

    If Eisai were smart they would join the effort and make the same argument Vivus is making.
    May 22, 2015. 11:17 PM | 2 Likes Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    Chris....

    Different markets for these to compare Stendra and Belviq. I think this is a big positive for Stendra. It is an easier sell. Docs are used to scripting ED drugs
    May 22, 2015. 10:55 PM | 1 Like Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    Chris...

    The reps have been on the street all month with Stendra and Belviq. It may have even been late April. I would have to go back and look, but I assure you that the unlikely combo has been presented to docs for a while now.
    May 22, 2015. 10:32 PM | 1 Like Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    Chris...

    They already are being marketed by the same reps. I have written about that.
    May 22, 2015. 09:33 PM | 1 Like Like |Link to Comment
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