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Spencer Osborne

 
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  • Belviq Sales Dip: What To Watch For Ahead [View article]
    dax....

    I have done it. The problem with doing it here is that there are a few dozen very crazy people out there that will run off on tangents that are simply whaco. If Arena had a more mature investment base, it would be something worth while.

    I have to actually go back and reconstitute all of my Qsymia data because i somehow corrupted the spreadsheet beyond repair. I had somehow referenced the Q spreadsheet and when I was working on various charts for Belviq, cleared most of the Q data.

    Perhaps a reader has the IMS weeklies for Q. I will be working on that, but it is not high on my priority list at the moment
    Oct 17 02:57 PM | 3 Likes Like |Link to Comment
  • Belviq Sales Dip: What To Watch For Ahead [View article]
    vito....

    I have done that in the past. There can be several issues with that. When was the launch of the drugs, etc. From time to time I update the sector as a whole. Qsymia has had growth stymied for a while now. I do keep tabs on the sector as a whole
    Oct 17 02:44 PM | 2 Likes Like |Link to Comment
  • Belviq Sales Dip: What To Watch For Ahead [View article]
    Gearge...

    Sales were 1.8% less than last week. Last week was a little less than 12,400. This week is a little less than 12,200.
    Oct 17 02:15 PM | Likes Like |Link to Comment
  • Belviq Sales Rise Almost 5% Week Over Week [View article]
    vito....

    I have tried several approaches. The world is full of miscreants. Sometimes you simply gotta call them out. Why is there more here than elsewhere??? Arena seems to have the most unsophisticated and naive investor base of pretty much any equity I have ever seen. The "crazy club" seemed to gravitate to this equity.
    Oct 16 09:56 PM | Likes Like |Link to Comment
  • Belviq Sales Rise Almost 5% Week Over Week [View article]
    vito....

    When people accuse me of committing felonies, I am going to defend myself. It may not be great for some to read....I know
    Oct 16 08:11 PM | Likes Like |Link to Comment
  • Belviq Sales Rise Almost 5% Week Over Week [View article]
    E....

    Are you cgoing to continue showing your face here despite being embarrassed by being challenged to back up your assertions?

    My initial sale was at $10.50 for a decent profit.

    If you have a paper loss and want to realize it, and the stock stays in the same neighborhood, only an unsophisticated investor would not take the calculated risk. A very unsophisticated investor would drone on about the moves of another person despite failing to comprehend that the equity can move up and the person taking the tax loss is STILL at an advantage. A very, very unsophisticated investor does what you do. Congratulations.

    FTD's are not high or outside any normal range
    Oct 16 06:17 PM | Likes Like |Link to Comment
  • Pfizer Setback Could Help Arena [View article]
    STS....

    Fast track is possible, but the reason to fast track would need to be compelling
    Oct 16 04:55 PM | Likes Like |Link to Comment
  • Pfizer Setback Could Help Arena [View article]
    STS....

    The best thing that could happen to this economy is the republicans taking control if the senate and tying the hands of the Obama administration for the next two years. This economy is very weak under this administration. ACA is just one example.
    Oct 16 04:54 PM | 1 Like Like |Link to Comment
  • What To Watch For As Orexigen's Launch Approaches [View article]
    Ruf.....

    Agree on the black box. It is a carryover from the warning that already exists. I think that some of the less savy retail investor look for any reason to say one is superior to another. Personally I am not really a fan of prescription drugs and avoid them unless really necessary.
    Oct 16 04:52 PM | 1 Like Like |Link to Comment
  • What To Watch For As Orexigen's Launch Approaches [View article]
    David,

    I have heard rumor from a few people at this stage. I will leave it at that
    Oct 16 04:50 PM | Likes Like |Link to Comment
  • What To Watch For As Orexigen's Launch Approaches [View article]
    A....

    Black box is not a positive, but it is not necessarily the end of the world. There are plenty of drugs that have a black box and sell very well. The doctor and patient need to understand risks. All drugs in this sector have risks. Suicidal thoughts as a risk is not exclusive to Contrave. If you read the labels of these three plays you will see that. You can look at the adverse events as well.

    Your question about $5,000 dies not give me much to work with. My opinion is that this sector may deserve 5% to 10% of my portfolio. A lone dollar figure does not tell me if you are investing everything you have. All three have their positives and negatives. A lot depends on whether your strategy is long term or shorter term.
    Oct 16 04:49 PM | Likes Like |Link to Comment
  • Pfizer Setback Could Help Arena [View article]
    Yerma....

    Yes, there are coupons. I did not go into that because I was speaking to off label use. The current coupons all surround belviq as a weight loss product. There are fine lines about how this drug can be promoted. I did not want to clutter the point being made. It would have led to special authorizations discussion on insurance, etc., diluting the point of the article. I have discussed discount pricing in articles relating to belviq for weight loss
    Oct 16 08:33 AM | Likes Like |Link to Comment
  • Pfizer Setback Could Help Arena [View article]
    Vito....

    Peak was over $800 million before lawsuits and warnings.
    Oct 16 08:05 AM | Likes Like |Link to Comment
  • Pfizer Setback Could Help Arena [View article]
    oldur....

    I agree that there is strict regulation. However, reps do have the ability to talk about studies that have been completed. They can not "market" the use, but can speak to studies and reference them. I am not saying that a rep would promote off label use. They can lead the horse to water so to speak. Yes, the process is slow going.
    Oct 15 10:14 PM | Likes Like |Link to Comment
  • Pfizer Setback Could Help Arena [View article]
    Dax...

    It goes with what would make logical sence.

    Now...in the vein of optimism.....if belviq can go viral off of off label, it would be very nice.

    People will gravitate to a smoking cessation product that is less expensive than their habit.
    Oct 15 07:54 PM | 1 Like Like |Link to Comment
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