Seeking Alpha
View as an RSS Feed

Spencer Osborne  

View Spencer Osborne's Comments BY TICKER:
Latest  |  Highest rated
  • Belviq Sales Remain Flat- Quarter Over Quarter Will Not Impress [View article]
    Ik....

    You are certainly entitled to your opinion. I would certainly say that the company is worth more than the $25 million you are assigning to it.
    Jun 29, 2015. 01:49 PM | Likes Like |Link to Comment
  • Belviq Sales Remain Flat- Quarter Over Quarter Will Not Impress [View article]
    Ikarus.....

    At current levels, the short play has a lot less juice than it did with a market cap of over $1.3 billion. Arena does have pipeline potential, and smoking cessation could be quite interesting. I have never been short this equity in any form, and would not see myself considering such a position now. There are other plays long and short that offer much more potential.
    Jun 29, 2015. 01:26 PM | 1 Like Like |Link to Comment
  • Belviq Sales Remain Flat- Quarter Over Quarter Will Not Impress [View article]
    Sed......

    Look at the numbers. They tell the story. Vivus spends more on marketing than they derive from sales.
    Jun 29, 2015. 12:46 PM | 2 Likes Like |Link to Comment
  • Belviq Sales Remain Flat- Quarter Over Quarter Will Not Impress [View article]
    Carlo....

    Third place in sales volume. Sales down 0.6%.

    Qsymia is on a poor path in sales. Vivus is losing money on each script. Lack of a partner hurts Vivus. Vivus can not really afford to market the drug to levels needed to shift sales trajectory.
    Jun 29, 2015. 12:17 PM | 2 Likes Like |Link to Comment
  • The Anti-Obesity Sector In Q2 Is Not Looking Good [View article]
    I counter....

    You are stalking. You have been notified that a file has been created with the cyber stalking division in the Commonwealth of Massachusetts. Threats, unwanted emails, and attempted communication with my minor children are not acceptable. Under the cyber stalking laws in Massachusetts, your comments on my articles and attempts to communicate with me, especially after you have been notified, demonstrate that you are willfully in violation. Cyber stalking can be punishable by up to 2.5 years in prison per offense. Cases which involve minor children can be prosecuted without the defendant present, and are prosecuted as vs. John Doe until such time the state subpoenas internet records and identifies the offending party. Massachusetts has reciprocity with all other states, thus arrest warrants will be enforceable anywhere and extradition will happen.

    Stop stalking.
    Jun 25, 2015. 04:28 PM | 1 Like Like |Link to Comment
  • The Anti-Obesity Sector In Q2 Is Not Looking Good [View article]
    Chris....

    Vvus lacked a partner for Qsymia, and odds of approval in Europe were always a long shot if one considers that one of the main ingredients in Qsymia is banned in Europe. Every Qsymia pill sold s sold at a loss. That is a big problem.

    Stendra could be an interesting sorry, but even Stendra has suffered in sales volume since its launch.
    Jun 25, 2015. 12:09 AM | 1 Like Like |Link to Comment
  • Vivus - Qsymia Sales Dip From Peak In Previous Week [View article]
    counter.

    You are stalking. You have been asked repeatedly to cease your stalking activities. Stalking activities include communication either directly or indirectly. Continuation of stalking behavior after being requested to cease is a willful violation of the Cyber Stalking laws of the Commonwealth of Massachusetts. Any communication, threats, emails, private messages, attempted communications with my minor children are all qualified under these laws. Cease any communication in any form toward me, my minor children, or my family.
    Jun 24, 2015. 03:16 PM | Likes Like |Link to Comment
  • The Anti-Obesity Sector In Q2 Is Not Looking Good [View article]
    long....

    you can certainly go back and pull out articles.

    What I stated about Orex....

    I saw a potential pop on EU approval. It happened.

    I saw a potential further pop on an EU partner. It did not happen.

    Please pull what you want...and then post it here. Remember to keep the context in tact.
    Jun 24, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • The Anti-Obesity Sector In Q2 Is Not Looking Good [View article]
    wals....

    I think you need to stop your obsession with me.
    Jun 24, 2015. 03:10 PM | 1 Like Like |Link to Comment
  • Vivus - Qsymia Sales Dip From Peak In Previous Week [View article]
    Mace.....

    I cover the sector with facts and grounded opinion. Writing 100% positive if things are not 100% positive is not covering with honesty or integrity. Counter is a stalker. My level of trust in an individual like that is as small as it gets.

    I would not invest in Vivus for Qsymia unless it was able to lead the space. Bi could invest on Stendra, but even that is a ways off in my opinion.

    The most recent trajectory is more like east/northeast. It is not where it needs to be. Even the Contrave trajectory is not where it really needs to be, and it has the best trajectory in the space.
    Jun 24, 2015. 08:59 AM | Likes Like |Link to Comment
  • The Anti-Obesity Sector In Q2 Is Not Looking Good [View article]
    Walls.....


    Lmao

    I have been in a long position for Arena on smoking cessation for quite some time. Read about it. I covered it long before it was a popular discussion.
    Jun 24, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • The Anti-Obesity Sector In Q2 Is Not Looking Good [View article]
    Long.......
    You and I can disagree about 5%, but it is MY opinion about minimal that matters in MY portfolio. What you consider minimal is not really material. I have been totally transparent on my stakes many, many, many, many, many times, thus have been very honest since I started covering the space. My strategy is not an "I hope I get lucky" one. The anti-obesity sector currently sucks. I am not dumping on the sector. I am simply covering it in an honest manner.

    I am protecting arena and orex? Nope.

    Selling a loss.....no problem at all. I did it last October. Again, a little research will show you that. Thus far, I am at a profit in the space.
    Jun 24, 2015. 08:49 AM | 1 Like Like |Link to Comment
  • Vivus - Qsymia Sales Dip From Peak In Previous Week [View article]
    Phem......

    The Kansas like (flat) trajectory of Qsymia will see it at 15,000 scripts 18 months from now. tHAT is what us laughable. Are you, as an investor, happy with 12 months to go from 11,000 scripts to 12,000? Be honest.
    Jun 23, 2015. 11:00 PM | Likes Like |Link to Comment
  • The Anti-Obesity Sector In Q2 Is Not Looking Good [View article]
    Long slim....

    My investment in the sector is very minimal. Arena makes up about 5% of my portfolio, and orex even less. I keep arena because I think that a smoking cessation indication has very good potential. My orex play was a play on EU approval and a possible EU partnership deal. All of this gas
    Been widely disclosed and widely discussed. You demonstrate a lack of some basic homework with your assessment of my investment. You could have simply asked a question. Instead, you make an ass out of yourself by jumping to a conclusion. No worries though
    Jun 23, 2015. 10:56 PM | 2 Likes Like |Link to Comment
  • Vivus - Qsymia Sales Dip From Peak In Previous Week [View article]
    Y....

    A major issue is the cost of marketing to get above the flatness and allow growth. People are not taking these drugs long term. That means constantly having to bring in new patients.
    Jun 23, 2015. 10:26 AM | Likes Like |Link to Comment
COMMENTS STATS
8,732 Comments
7,315 Likes