Spencer Osborne
Spencer Osborne
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Spencer Osborne
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Arena, Vivus, And Off-Label Prescriptions [View article]
I agree with your first statement to a point.
If a person is overweight and also has diabetes, then the discussion is absolutely relevant. A doctor would be prudent in having that discussion.
At this point B would be scripted off label as a type II diabetes treatment, but on label for weight loss.
I will use myself as an example. I weigh 169 pounds. My BMI is 26.5. At times i go up to about 174 pounds and s BMI of 27.My optimal weight is 160 pounds. If I had type II diabetes ( I do not), then a doctor could discuss the whole ball of wax for me. If I started a better diet and exercise program and dropped below the 27 BMI then at that point my script would be off label. There is nothing wrong with off label scripting and it is quite common.
The point here is that while sales should be fine for Belviq in the anti-obesity space, the company may well combine lorc. With something else to make an even more effective new drug or simply induct the trials to gain approval on making type II diabetes an on label script. As an investor this is intriguing. Studies cost a lot of money. Is it better to simply go the off-label route, or to make an on label application. That is flavor we will want to see from the company. It is something to simply keep an eye on.
The bigger point is that with two on label uses for ant-obesity (Q and B), doctors scripting phen and/or top off-label may begin to be compelled to script on label. That is good for both companies.
Arena, Vivus, And Off-Label Prescriptions [View article]
I have no desperation. I am long the equity. I simply look at realistic aspects of it.
Do you feel that something I have written is not accurate? If o what do you specifically take issue with. I would be glad to discuss it so that people can understand things better.
Arena, Vivus, And Off-Label Prescriptions [View article]
I have seen that.
Essentially arena and Eisai can tot promote off label scripting. However, a drug company can give information relating to published studies without making waves. At the moment this seems to be the way drug companies gain traction prior to doing major and expensive studies and seek FDA approval for a new use.
Arena, Vivus, And Off-Label Prescriptions [View article]
My girlfriend?
My fiancé is not invested into either company.
Do you think this article is negative on the sector? It simply outlines things that investors need to consider. It is not negative and it is not positive
Belviq's Sales Will Disappoint: Demographics Matter [View article]
You have done nothing but make a fool out of yourself. You are simply to blind to see it.
You miss the point regarding internet stalking and harassment. It is a pretty simple restraining order. That is not a suit. It is more like a process. Takes about 5 minutes in front of a judge. Typically the order is issued demanding that the other party cease all activities immediately with a hearing a couple of weeks later where a defendant must appear to see if the order remains in place or is lifted. If the defendant fails to show up, the order stays in pace.
I really have no desire to do this, but will if needed. Essentially you should consider ceasing slanderous and libelous statements. It is rather simple
Belviq's Sales Will Disappoint: Demographics Matter [View article]
This is really quite simple. When a doctor scripts ff label they need to do a few things
1. Inform the patient as to why they are scripting off Abel
2. Counsel the stint on risks, etc.
3. Be prepared to defend the use of off label when here are scripts available on label.
Essentially, fr a decade, doctors have been scripting phen and top off label. It s only in the last 6 months tat there as been an on label solution. Next month there ill be two when Belviq launches.
Liability for off label scripting or weight loss is now greater because of item 3 above. It s pretty simple. Why woulda doctor take on tat liability f they do not have to? This benefits vs as well as arena. The problem s that many are so blindly for one drug and against the other that they argue a dance tat later paints them into a corner.
Belviq's Sales Will Disappoint: Demographics Matter [View article]
The record is clear. I stated that doctors take on more liability wen scripting off label. You jumped on me for that and stated that they do not. Now you are changing your tune as if you were saying something else.
The insults have come from you. Look at the reord
Arena, Vivus, And Off-Label Prescriptions [View article]
The disclosure section in each article is at the beginning of it, below the title, and before the first paragraph. I am long ARNA. I have carried a long position in ARNA since last summer. My buy-in price was $7.42. I sold have of my position (disclosing prior to the sake that I intended to sell) at $10.50. I used those proceeds to buy another equity that has since doubled.
I have never been short ARNA, nor have I ever owned any option (call or puts) in ARNA. I hold the equity long as a small portion of my portfolio.
The disclosures at the bottom of articles are "additional disclosures". They outline that I do not have any position in vivus or orexigen. For the record, I have never owned either of those equities, though I do follow them. I also have never owned any options in either of those equities.
When a contributor writes an article for seeking alpha, they must follow disclosure guidelines. I take those guidelines seriously and follow them to the letter. The options are if you are long, short, or have no position in an equity. You can only choose one option. I am long Arena, thus I choose that option. For transparency and clarity I also disclose my positions in a field where I can add additional disclosures. In this case that disclosure was that I have no position in vivus or orexigen.
I hope this clarifies my equity positions as well as gives you a little insight on how disclosures work at seeking alpha.
Cheers
Belviq's Sales Will Disappoint: Demographics Matter [View article]
Yes, you are stalking and online to do so. You should familiarize yourself with Internet stalking laws. The more progressive states have them.
You call it a charade. You stated that you would welcome a suit. Then you switched gears and essentially said you do not welcome it. My stances are sound and rational. Your actions are anything but sound and rational.
You should simply keep the tail between your legs and scurry off to the yahoo message board where those with less intellect congregate.
Belviq's Sales Will Disappoint: Demographics Matter [View article]
What did the doctor write that you did not understand?
He essentially stated that he has no issue writing off label. This is supported by the fact that writing off label scripts is quite common. He also states that writing off label presents added risk. Added risk is added liability.
That has been my point all along regarding the off label subject.
Belviq's Sales Will Disappoint: Demographics Matter [View article]
So you play Internet tough guy and put up a bluff. Bayou bluffed saying that you would welcome legal action and then when your bluff is called you turn and run.
I am not unhinged. In fact, the opposite is actually the case. Bayou are the one that is unhinged. You have been schooled 7 way to Sunday and clearly do not like it.
Stalk you? Nope
Create multiple aliases? Nope
Shoot up your office? Nope
It is not a waste of the courts time. There is now post after post from you in multiple locations showing a clear history of your stalking, libelous, and slanderous behavior. It is actually quite easy to get the stalking and harassment orders filed. The libel and slander would simply be a matter of deciding whether or not I see value in pursuing that vs. the time and energy it would take to go that route.
Belviq's Sales Will Disappoint: Demographics Matter [View article]
This is 100% proof that you o not know what you are talking about.
The added responsibility is put into place because the doctor is taking on lability the he would not take on if he were to script on label.
Your stance has been narrow minded from the start.
You do realize that once Belviq launches that doctors scripting the generics off label will essentially need to be prepared to defend why they are scripting off label when there are two FDA drugs available on label that in theory are better and more effective. Simply stated, the fact tat there is added liability for off label scripting is good for Q and B
The other side of the coin is that off label scripting of Belviq is something arena investors want to see. There is an article already submitted discussing these dynamics.
You see, many over zealous longs love to hate the other company and will post all kinds of things to make their stance "stronger". They never realize that there will come a day when they will need to change their tune, because their initial stance is now working against them. We see it ll of the time.
Look at the comments about how important and great the European market was to arena. The second these people saw that the application was pulled, they came up with a bunch of reasons as to why it was no big deal.
Belviq's Sales Will Disappoint: Demographics Matter [View article]
Please step up to the plate on at least this issue
1. Define liability
2. Tell us what is required of a doctor scripting on-label
3. Please tell us what is required of a doctor scripting off-label.
4. Yes or no....is a doctor responsible to do more when scripting off label?
5. Does a doctor need to inform a patient that they are scripting off label....yes or no
Here is on of many documents discussing the added liability to doctors
“The American Academy of Orthopaedic Surgeons (AAOS) believes that surgeons may prescribe or administer any legally marketed product for an off-label use within the authorized practice of medicine in the exercise of appropriate medical judgment for the best interest of the patient. If surgeons use a product for an indication not in the approved or cleared labeling, they have the responsibility to be well informed about the product, to its use on firm scientific and rationale and sound medical evidence, and to maintain awareness of the product’s use and effects. Surgeons should appropriately counsel patients about the benefits and risks of the proposed treatment, and alternative treatments that might be available. In the case of an adverse event with an off-label use, surgeons can submit a report to the manufacturer and/or the FDA. Orthopaedic surgeons should disclose all conflicts of interest to patients, institutions and medical associations and adhere to all state and federal laws and regulations.” The AAOS Position Statement and FAQ can be found at http://www.aaos.org
Whether or not a person can be successful at bringing a suit is not the issue here. The issue is that doctors have additional liability when scripting off label.
Belviq's Sales Will Disappoint: Demographics Matter [View article]
Belviq's Sales Will Disappoint: Demographics Matter [View article]
Send me your information (step up and put your real name and address) and I will file the paperwork on a harassment order citing the Internet stalking laws of Massachusetts. It will be filed in Massachusetts and you will receive your request for appearance in due time. If you say you have nothing to fear, step up and send me a PM with your information. I will file it this week.