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Spencer Osborne

 
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  • Enteromedics Garners FDA Approval For Obesity Device: What's Next [View article]
    Nevro is a "sexy" IPO in a the more "sexy" space of pain management.

    Comparing the two has some merit but also needs to be done with a grain of salt. Nero is likely overvalued at this stage.
    Jan 16, 2015. 01:10 PM | Likes Like |Link to Comment
  • Belviq And Smoking Cessation [View instapost]
    jakes....

    trials are designed, but need the FDA to buy into that design. It is a bit of a process. They have known about a smoking cessation "benefit" for quite some time. I think that they felt the best path for Belviq was in obesity treatment, which made their focus on smoking take a bit of a back seat.
    Jan 16, 2015. 12:45 PM | Likes Like |Link to Comment
  • Belviq Extended Release [View instapost]
    dax....

    I think that it will help ion the smoking trial. The company is smart to include the new formula in the upcoming trial. I hope they consider a Chantix arm, but even if they do not, the trial should be helpful in getting this smoking cessation concept moving along.
    Jan 16, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    Jakes.....

    Go to pub med and type in garcinia mangostana. You will see scads of studies and data. Is it a solution for everything? No.

    It is a natural anti-inflammatory. Inflammation is a foundation of many conditions. Xanthones combat free radicals becasue of their chemical make-up. C Reactive protien numbers see dramatic improvement with the use of mangosteen juice. There are ongoing studies relating to cancer. The American Cancer Society even discusses it.

    http://bit.ly/1xwuqHf

    another interesting article

    http://bit.ly/1xwuo1Y

    Why has big pharma not glommed onto it? Because you can not patent a fruit. Pfizer has recruited one key one scientist and his mangosteen research though.

    Please do not try to "educate me on mangosteen. I would rather not tie up this board with thousands of links to various studies. It is cumbersome, and many people simply would not be interested. There is a pervasive thought process that people need pharma companies to create pills. There were some simply awesome studies conducted at Harvard a few years ago in animals as well. I met with the lead scientist on it.

    go to pub med. Type in garcina mangostana, xanthones, or mangosteen.
    Jan 16, 2015. 08:30 AM | Likes Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    Jakes...

    It would make me cautious.
    Jan 15, 2015. 04:38 PM | Likes Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    Jakes....

    Garcinia mangostana.

    Natural cox 2 inhibitor. Other benefits. Look up xanthones.

    Several years ago I got a severe cut across my thigh form a chain saw. Servers pain, many stitches.

    Did not take pain meds. Drank 2 ounces of mangosteen juice every 4 hours...took care of the pain.

    There is not a person on the planet that can say there are not health benefits.
    Jan 15, 2015. 04:37 PM | Likes Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    phemale....

    Ineterst....yes. I do not let my investment dictate how I write though.
    Jan 14, 2015. 04:21 PM | 1 Like Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    Counter......

    I do not care for pills. I do on occasion take some, but for the most part I simply try to maintain my health as naturally as possible. Supplements? Yes. Big pharma pills with side effects? No.
    Jan 13, 2015. 10:12 AM | Likes Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    Mace...

    The move to pass first Manhattan was three months ago, but they did not pass by much. Thus latest action is more substantial. Going all the way to 12.5 million was substantial.

    I do not write for a living. Thus I have limited time on what I cover or how often I cover.
    Jan 13, 2015. 10:10 AM | 2 Likes Like |Link to Comment
  • A Deeper Look At Arena's Belviq Pricing [View article]
    Lance.....

    You are talking about hundreds of millions
    Jan 13, 2015. 07:39 AM | Likes Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    phemale....

    As many know, I do not care for pills in any form. That is just how I am. Eating right and exercising properly is not easy. Especially when people lack a true understanding of what is proper.

    As I stated, I do not let my investment decisions impact what and how I write. I would rather be right than have people "love" me because I pump things up. Being right is 1,000 times more important than having readers like me.
    Jan 12, 2015. 10:19 PM | 1 Like Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    T.L.....

    Yes, I invested in Arena. That does not really come into play with how I write. take a look at my history and you will see that.

    I invest in Liberty Media. That does not mean I look at it any differently than I look at Comcast/

    I invest in Landstar. Does not mean that I love the company

    I invest in Ford at times. Have not owned one in 20 years

    dozens of others as well. Cruise lines are a good example. I play both RCL and CCL. That does not mean I love one and hate the other.
    Jan 12, 2015. 09:43 PM | 1 Like Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    counter....

    Point 1 - Owned Land Rovers. More heacache than they are worth

    point 2 - Land rover sells about 5k cars a month in the U.S. pretty low number. Compare that to GM sales of 250k per month. GM sells 50 times more.

    point 3 - I cover the sector and arna closely. That does not mean I love the the company. In fact, I would bet that you can find many people that think i hate the company.

    point 4 - You say proper diet and proper exercise is not working. WRONG.... ordering a diet coke in not proper diet, and walking up 1 flight of stairs is not proper exercise. Proper diet and exercise works virtually every time. What does not work is peoples misguided idea of diet and exercise

    point 5 - If you have read what I have written you would be well aware that I am not a fan of any of these pills. You would also see my comments relative to the fact that the ingredients in Contrave and Qsymia are well known and well understood. You would also see that I have made comments that the unknowns of belviq are risks. Look at my comment history. I made such a response today. Funny....I just made that very point as recently as today, and you missed it in your "research". Go ahead....look.

    I can turn my nose ayt ANY study. Guess what.....the duke study is now MOOT. Contrave is cheaper and Belviq is cheaper. That means that the components of the study are no longer relevant.
    Jan 12, 2015. 09:17 PM | 2 Likes Like |Link to Comment
  • Vivus Gets New 10% Stakeholder: What To Watch For [View article]
    Counterpoint...

    1. CVS PDL is essentially a preferred vendors list. There is no change in tier of coverage. Big factor in that is price. Guess what happens now that Qsymia is most expensive? It is great that Vivus got on the PDL, but it will not really impact much of anything

    2. ARNA is not beloved to me. It is an investment. I have been watching Vivus in regard to Stendra

    3. Duke University can claim many things. Does that mean anything at all? Nope. best weight loss treatment is eating right and proper exercise. Duke knows it as well.

    You could say something constructive, but instead you make bad assumptions. Good luck with that
    Jan 12, 2015. 08:28 PM | 1 Like Like |Link to Comment
  • A Deeper Look At Arena's Belviq Pricing [View article]
    gallo....

    most everyone I speak to has not reached their goal weight. Cost is impacting many. It is very likely that the new pending once per day pill will be a capsule. this will make cutting dose very difficult.
    Jan 12, 2015. 06:34 PM | 1 Like Like |Link to Comment
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