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Spencer Osborne  

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  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    jay....

    Another overgeneralized statement from you:

    "Won't stay cheap for much longer Spencer"

    How long is "much longer"

    What is "cheap" in terms of stock price?
    Apr 10, 2015. 11:12 AM | 1 Like Like |Link to Comment
  • Arena's Partner Eisai Is Slashing Jobs - What Investors Need To Consider [View article]
    gallo....

    The news is just getting absorbed at this point. It will show through more-so in the coming weeks. If Contrave continues to take share, it will make it more difficult to sluff this sales force cut off.

    Catalysts coming up are not really numerous:

    Sales trajectory is negative catalyst.
    Revenue story is negative catalyst
    Cash situation is negative catalyst

    Possible approval in another country is a positive
    pipeline news could go either way.
    smoking is positive, but 2 years away

    This sales force update is being combined with an announcement about extended release and patent information. Two "good things" and one "bad news thing"

    Savvy investors know the good news items will buffer the bad news in the immediate term, but the near term will see the negative side of this sales force thing in the weeks ahead
    Apr 10, 2015. 10:54 AM | 3 Likes Like |Link to Comment
  • Arena's Partner Eisai Is Slashing Jobs - What Investors Need To Consider [View article]
    eth....

    I have an article in the system awaiting publication. Keep an eye out for it
    Apr 10, 2015. 10:49 AM | 1 Like Like |Link to Comment
  • Novo Nordisk Quietly Becoming Big Player In Obesity Space [View article]
    Jakes...

    I will invest in novo not because of its entry into the weight loss sector, but despite it. I simply am watching for an entry point.

    Novo is targeting specific people. Those that are with a BMI of 35 or more and those with diabetes. These people are already used to a needle. The docs are already used to the drug, and sales reps are already used to he docs.
    Apr 10, 2015. 08:16 AM | Likes Like |Link to Comment
  • Arena - New Patent Extends Belviq Exclusivity And Adds Long-Term Value [View article]
    counter....

    I simply describe you with accuracy. I do not really care or worry about what ARNA was at as an early stage company. It is not relevant to what the stock is today or what it will be in the future.

    Cut and paste?? Your point is what exactly?

    I am well aware of what Consumer Reports stated. You should research a bit further. They also said to skip Qsymia.

    My article on Consumer reports and belviq:

    http://seekingalpha.co...

    See.....You are a Qsymia fan. You are so blinded by it that you use consumer reports to slam Belviq....The whole time not realizing that Consumer Reports slammed Qsymia. The title of the articl.....

    "FDA approves weight loss drug Qsymia, but we say skip it"

    http://bit.ly/1cg6LZ9
    Apr 9, 2015. 10:39 PM | Likes Like |Link to Comment
  • Arena - New Patent Extends Belviq Exclusivity And Adds Long-Term Value [View article]
    Dax....

    Lol...I was in a couple of documentaries about satellite radio. Perhaps one day I will pen a screen play
    Apr 9, 2015. 08:10 PM | 2 Likes Like |Link to Comment
  • Arena - New Patent Extends Belviq Exclusivity And Adds Long-Term Value [View article]
    W...
    I picked up on it. I just wanted it to be crystal clear for everyone to see.

    Each of these equites have their fan boys.
    Apr 9, 2015. 07:34 PM | 1 Like Like |Link to Comment
  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    Cigar....

    He that is walking with wise persons will become wise.

    I am trying to do my part to help good ole Jay be one wise. Ultimately he will be one wise in the issue of the launch of etrm. Time will show my thesis on this company is realistic.
    Apr 9, 2015. 07:32 PM | 1 Like Like |Link to Comment
  • Arena - New Patent Extends Belviq Exclusivity And Adds Long-Term Value [View article]
    W....

    Counter is one of those people that only wants one drug to be in the sector. Each of these companies have retail investes that live to pump one drug and slam all others.

    The reality is that the best drug for a person is unique to the doctor and patient.

    As investments, none of these compsnies are doing very well. This cause some overzealous investors to be even more desperate.
    Apr 9, 2015. 06:28 PM | 1 Like Like |Link to Comment
  • Novo Nordisk Quietly Becoming Big Player In Obesity Space [View article]
    Harm.....

    I like NOVO as a stock. My intent is that when I trim my over core position in Arena and/or Orexigen, I will put that money (or some of it) to work in Novo. I am in a play with Liberty media and Cal Maine Foods as well, that I am hesitant to unwind because they have simply been awesome plays.
    Apr 9, 2015. 04:33 PM | 1 Like Like |Link to Comment
  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    jay....

    "Nobody takes your articles seriously you old chap!"

    1. Then why do you bother with your nonsense?
    2. The only people that do not take them seriously are those that really lack the proper amount usable of gray matter (brains) to process a serious discussion.
    Apr 9, 2015. 04:27 PM | 1 Like Like |Link to Comment
  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    Jay....
    You implied multiple thousands....you are scared to give numbers....run along

    "I beg to differ.. Not to be rude, but your #'s are WAY off... I'll check back in 6 months and reference this post :) best of luck!"
    Apr 9, 2015. 02:47 PM | 1 Like Like |Link to Comment
  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    Take...

    Possible, but if it happens, it is likely to be on the cheap at this point.b ETRM is between a rock and a hard place and not in the best negotiating position.
    Apr 9, 2015. 02:25 PM | 1 Like Like |Link to Comment
  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    Ernest....

    15k has simply been a number tossed around by many. I was simply using a number that many are familiar with from presentations, many artickes, etc. I think that cost and projected revenue is an important part of transparency that eTRM needs to get onto the table
    Apr 9, 2015. 02:24 PM | 1 Like Like |Link to Comment
  • EnteroMedics Gets Above A Buck - Can It Stay There? [View article]
    Cig....

    Jay could not beat his way out of a paper bag.

    The history.

    Back on March 11th jay was casting his nonsensical stones and spouting that ETRM was going to the moon with. His stance was getting something like 20,000 procedures or 10% of the gastric bypass market. I stated that even getting 1% will be a challenge and take time. I stated that in point of fact, 1 tenth of 1% is the more likely market starting out.

    At that point I stated, " I would be shocked and in awe if we see 200 procedures in the first 6 months"

    Some math. 6 months from March 11th gets you to September 11th. I have answered this for you before, and now you are asking it again. Just so there is no confusion. The 9/11 date sim,y was a function of 6 months from the time wasting conversation with naive Jay.

    Verifying this is meaningless. Why? Because good ole jay is such a coward that he now refuses to say a number of I psnts when at the same time casting stones and stating that 200 in 6 months is way, way, way to low.

    My poor choice was an initial assumption that Jay had at least a 6th grade intellect. I was clearly wrong in that assumption. He has the intellect of a first grader.

    The point remains clear. The number f precludes in 2015 will not really be of consequence. If someone s expecting 1,000 procedures to happen this year they are fooling themselves.

    Realistic numbers are likely between 50 and 200 by year end.

    At some point this will finally become clear to good ole Jay. He will finally realize that you do not walk into an office one day and walk out with a device in your chest. Any surgery is something that requires many steps to get to.
    Apr 9, 2015. 02:22 PM | 1 Like Like |Link to Comment
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