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Spencer Osborne  

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  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    Sedric....

    1. You assume I have no background in accounting. That is a very bad assumption on your part.

    2. You stated I get paid to be here. I do not. I get paid if an article I submit gets published. I do not earn more by simply being here. If you want to cast stones, please try to be more accurate and concise. If you do not understand something, it is usually better to ask a question than to jump to a conclusion.

    3. I did not have one of your posts removed. I did not ask that a post be removed. I do not control what comments get posted, nor do I control which get removed. Yet again, you made another bad assumption that leads you to arriving at yet another bad conclusion.

    Now, you could man up, admit that you made bad assumptions, or you could try to deflect and make up more things.

    Gross revenue on the Vivus proposition is not really the issue. The issue is that the company has tried, and tried, and tried, and tried, and tried, and tried to get a partner and failed in doing so. They want a partner so desperately to help defray the exorbitant costs of trying to launch and market a drug. Some disingenuous Vivus investors, upon realizing that the company us failing, now want to point to the revenue story in a vacuum and spin that into some false reality that somehow Qsymia is a market leader. It us not. It has not been for quite some time. These mental midgets want to convince themselves that somehow their hopes associated with a false reality will somehow have a slight chance of turning things around despite a history of piss poor sales and the ever growing chasm of losses of dollars as well as market share.

    In conclusion.

    1. You are wrong about my understanding of accounting and financials.

    2. You want to tie what is a very, very, very, very, very, very modest income from writing into something that somehow is paramount. It is not. Did I mention that any income is very, very, very, very, very modest. i gave away more to charity THIS EVENING than this article paid. I actually like that my enjoyment in writing allows me to support charities I care about.
    3. You were wrong about me having you comment deleted.
    Are you a big enough person to admit you are jumping to bad conclusions?
    May 26, 2015. 12:35 AM | Likes Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    Sedric.....

    Vivus LOSES money on every script written. End of story
    May 25, 2015. 10:08 PM | Likes Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    Sedric....

    NNope.....I do not get paid to be here.
    May 25, 2015. 10:07 PM | Likes Like |Link to Comment
  • Orexigen: Contrave Sales On The Cusp Of Anti-Obesity Leadership - Do Not Celebrate Yet [View article]
    counter....

    You want to spin.....your stalking agenda has NOTHING to do with keeping readers up to date. Stop stalking. We can all see your nonsense for what it is.
    May 25, 2015. 10:05 PM | 1 Like Like |Link to Comment
  • Orexigen: Contrave Sales On The Cusp Of Anti-Obesity Leadership - Do Not Celebrate Yet [View article]
    counter.....

    Have you read the warnings on your drug of choice?????

    The most unsafe of the three is Qsymia.

    The only one with REMS is Qsymia.

    http://seekingalpha.co...
    May 25, 2015. 10:05 PM | 2 Likes Like |Link to Comment
  • Orexigen: Contrave Sales On The Cusp Of Anti-Obesity Leadership - Do Not Celebrate Yet [View article]
    counter....

    You want people to take Qsymia, which carries with it a REMS program and the longest list of adverse events in the class. The black box warning is essentially meaningless these days.

    Qsymia sales suck. There is no other way to characterize it.

    The sales pace of Qsymia sucks. there is no oyther way to characterize it.

    Vivus was not able to, despite years and years, and years of desparate attempts, find a partner willing to have anything to do with this drug.

    CVS caremark deal.....Sams club deal....These are pay to play deals. Discount the drug enough, and these people will come on board. Why do you think the revenue per bottle is not as good?

    We all get it. You fell in love with the loser of a three horse race and want to find anything that will vindicate your very bad initial assumptions. i feel sorry for people like you, because at this stage you are taking a step beyond simply lying to yourself, and are trying to bring in other sufferers with you.

    Run along stakler.
    May 25, 2015. 10:03 PM | 2 Likes Like |Link to Comment
  • Vivus: Qsymia Sales Win The Week, But Is It Enough? [View article]
    nope...

    they need to get to profits. that is what is critical. After that they do need to show growth.
    May 25, 2015. 12:19 PM | Likes Like |Link to Comment
  • Arena: Belviq Sales Flattening Out - Is It Sector Saturation? [View article]
    counter...

    Could be the imagination of a stalker that lives to stalk me.
    May 25, 2015. 12:18 PM | Likes Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    crazy....

    The conspiracy theories existed long before I began covering this sector
    May 25, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Orexigen: Contrave Sales On The Cusp Of Anti-Obesity Leadership - Do Not Celebrate Yet [View article]
    counter.....

    Kindly pull up a list of the top 10 selling drugs in the United states and tell us all how many of these top sellers have a black box warning.

    Kindly refer to the common knowledge that every antidepressant since 2004 has carried a black box warning and that one of the ingredients of Contrave is an anti depressant.

    Stop your stalking and disingenuous behavior.
    May 25, 2015. 12:13 PM | 2 Likes Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    Sedric....

    There is clear indications that tie together sales and the level of advertising.
    May 25, 2015. 10:30 AM | 1 Like Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    counter....

    You are a stalker and a disingenuous person. Your comment history proves this out. Stop stalking
    May 24, 2015. 10:44 PM | 1 Like Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    Mei....

    You are trying the spin game again. Stop doing that. It does nothing but weaken your stance.

    Arena gets positive dollars per script witten.

    Orexigen gets positive dollars per script written.

    Vivus pays out money for each script written.

    Try that math on for size and stop spinning.

    You are losing this debate quite easiy and looking like a gargantuan fool in the process.

    Please, lets review for simplicity.

    Arena and orexigen pay $0 for marketing their drugs, received up front money, and have partners that pay these costs.

    Vivuys has tried, and tried, and tried, and tried, and rried, and tried , and tried to find a partner and has come up with nothing, nothing, nothing, nothing, nothing. Thus, Vivus must expend its own resources to try to market the drug. In doing so, Vivus is spending far more on marketing than it is recievening in revenue. The math it actually quite simple. Third graders can figure out that if you spend more than you bring in, you are burning cash.

    Now, run along, take some simple math lessons, and learn how to read financials. If I must continuously teach you these things, you will need to forward me your social security number so I can claim you as a dependent on my taxes.
    May 24, 2015. 10:44 PM | 1 Like Like |Link to Comment
  • Vivus: Qsymia Sales Win The Week, But Is It Enough? [View article]
    counter....

    1 million scripts in nearly 3 years is piss poor performance. The number needed to be 5 million at a minimum and preferably 10,000,000.

    Pharma is not a tortoise and hare situation. I think a third grader would comprehend that in the drug world, where there is a limited time before generics can be made, being a friggn' tortoise means getting run over by 18 wheeler's like Teva and Actavis is what happens to a tortoise.
    May 24, 2015. 06:15 PM | Likes Like |Link to Comment
  • Arena: Belviq Sales Take Big Step Back - Advertising Needed [View article]
    mei....

    yes. You have it pretty clear now.

    The bottom line is what we want to see in Vivus, Arena, and Orexigen. the worst bottom line, by a wide margin, is Qsymia, which is well into negative trerriorty, and can not afford to mount a marketing campaign to come near competing with the "free' campaigns that belviq and contrave see.

    Cutting price to 99 cents will be a bad thing. surely you understand this and instead are being an immature and naive investor that thinks a negative bottom line is a good thing. Stop the spin MEI. You are invested into a loser in the sector and reaching for any possability of hope and trying to find someone like me to agree with you. I do not. Qsymia sales SUCK. The qsymia business model SUCKS. The buisness model is not on a pathway to success. learn it and deal with it.

    Market share in a vacuum....just like safety in a vacuum, or efficacy in a vacuum is meaningless. I think I have written about the dangers of looking at metrics in a vacuum for quite some time now. you are welcome to go back, read slowly. read slowly again, and then one more time. If you need these things explained to you personally, I can certainly do that. My fee will be a flat fee of $100,000 per quarter.
    May 24, 2015. 06:11 PM | 1 Like Like |Link to Comment
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