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Spencer Osborne  

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  • Enteromedics: What Will 2015 Look Like? [View article]
    Vel....

    A couple of hundred is pretty universally accepted as two hundred. A few hundred would be thee hundred. Several hundred is where vagueness would enter the picture.

    What I will wait for is to see how 2015 establishes a foundation. A strong foundation will bear fruit. A weak one will not.
    Mar 17, 2015. 10:50 AM | 1 Like Like |Link to Comment
  • Vivus - Qsymia Scripts Pass 11,000 For First Time In 2015 [View article]
    Jakes...

    I do not look for positive or negative. I look for realistic. I always look for realistic.
    Mar 16, 2015. 09:36 PM | 1 Like Like |Link to Comment
  • Vivus - Qsymia Scripts Pass 11,000 For First Time In 2015 [View article]
    Jakes....

    tRx was identical for two weeks in a row....odd...the following week a pop....odd....likely situation. Trx from last week was incomplete.

    I have about20 charts tracking trx, NRx, refills, and any given combo of same.
    Mar 16, 2015. 09:34 PM | Likes Like |Link to Comment
  • Vivus - Qsymia Scripts Pass 11,000 For First Time In 2015 [View article]
    Last weeks number was dead flat. I suspect that not all data could be tabulated last week. That made this weeks number show the pop. Perhaps the mail order scripts skipped a week
    Mar 16, 2015. 08:09 PM | Likes Like |Link to Comment
  • Orexigen - Contrave Scripts Rise Over 6%, But The Focus Is On Europe [View article]
    James....

    Meeting was today. If they finished the meeting, we can hear any time.
    Mar 16, 2015. 06:26 PM | 1 Like Like |Link to Comment
  • Orexigen - Stage Is Set For European Approval Decision On Anti-Obesity Drug [View article]
    Moz....

    I wish I had a way, but likely we simply have to wait until the committee issues its minutes.
    Mar 16, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • Bad News For Pfizer's Chantix May Be Good News For Arena's Belviq [View article]
    sts....

    Orex has always had very high institutional ownership
    Mar 16, 2015. 02:39 PM | Likes Like |Link to Comment
  • Orexigen: Obesity Pill Heart Benefit Controversy - Good For The Stock? [View article]
    E....

    One might. Still not a big deal.

    Then again, you might think it is. You already have an assumption that a big SEC investigation is in the works.

    Face it E.....you are out of your realm and comfort zone. Your overwhelming desire is that anything other than ARNA is terrible shows thorough
    Mar 16, 2015. 02:28 PM | Likes Like |Link to Comment
  • Orexigen: Obesity Pill Heart Benefit Controversy - Good For The Stock? [View article]
    E....

    There are scads of crazies that thinkl that 15 lawsuits have been filed simply because a law firm "initiates a class action investigation.

    At this stage, even with filed complaints, they are indeed fishing.

    If you look at the timing of your comment in regard to lawsuits, you will note that there were none. There were simply law firms speaking about "investigations". That is code for "fishing".

    Even with a complaint filed, they are still fishing.

    A few of these firms are known for this, and even bring "serial plaintifs" to the table. Look up RUF law. Of course, the F in RUF law is now gone (in connecton with a debacle of a lawsuit that happened several years back.

    Run along now.
    Mar 16, 2015. 08:11 AM | Likes Like |Link to Comment
  • Orexigen - Contrave Scripts Rise Over 6%, But The Focus Is On Europe [View article]
    Busters..

    As to my arena stake....very public....here it is

    http://seekingalpha.co...

    You are way, way, way, way, way too emotionally attached to your investment. When that happens you make half baked assumptions.
    Mar 15, 2015. 09:47 PM | 7 Likes Like |Link to Comment
  • Orexigen - Stage Is Set For European Approval Decision On Anti-Obesity Drug [View article]
    Ras.....

    Europe is an interesting dynamic. Let's assume approval Monday for a moment.

    Next news...partner.

    Then we have up to 31 individual lainched in countries. Msny could happen at the same time, but each nation does have its own protocols. The reality is that there could be several bits of news on launches.

    As this unfolds, the street will begin to see the revenue stream unfold. At that point, we will see the movement of the equity shift from hopeful speculation to reality based financials. This is when the equity will be challenged. Sales will need to demonstrate revenues that impress. At that point a more critical eye is needed. Better to have that eye now, and be ready with a strategy so that when it happens you are on the right side of the trade.
    Mar 15, 2015. 09:18 PM | 2 Likes Like |Link to Comment
  • Vivus - Qsymia Scripts Pass 11,000 For First Time In 2015 [View article]
    Yr.....

    OREX and Arna have deep pocket partners.

    Arna gets 31.5% of net sales (U.S.)

    OREX gets 20% of net sales

    Both companies are eligible for additional milestone payments and adjustments to percentages

    Vivus needs to see momentum with Stendra that has not been seen with Qsymia. As yet, Stendra is not setting records and the marketing has not really happened

    Qsymia sales have been flat for over a year. Competitors are seeing sales rise. Contrave has had the best launch by a wide margin

    Qsymia was the cheapest on the market until Contrave lainched. Contrave undercut everyone. Belviq responded by lowering price. Qsymia went from lowest priced drug to highest price in 2.5 months. The bottom line is that Qsymia needs to compete in price. If it does not do that it will stagnate
    Mar 15, 2015. 08:55 PM | Likes Like |Link to Comment
  • Orexigen: Obesity Pill Heart Benefit Controversy - Good For The Stock? [View article]
    E....

    You are a bitter person. You should seek some help
    Mar 15, 2015. 06:39 PM | Likes Like |Link to Comment
  • Orexigen: Obesity Pill Heart Benefit Controversy - Good For The Stock? [View article]
    E.....

    This stuff is going nowhere. If you were worth even 1/1,000th of your salt you would know this.
    Mar 15, 2015. 06:39 PM | Likes Like |Link to Comment
  • Orexigen: Obesity Pill Heart Benefit Controversy - Good For The Stock? [View article]
    E....

    A complaint does not make a suit. You need a lead plaintiff. They don't have that. they are simply fishing. Look up the firm.
    Mar 15, 2015. 06:38 PM | Likes Like |Link to Comment
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