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Spencer Osborne's  Instablog

Spencer Osborne
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Spencer Osborne is founder of Satellite Standard Group [SSG], and a partner of Sirius Buzz (http://siriusbuzz.com/). Sirius Buzz covers the satellite radio industry as well as companies that do business in this sector. Sirius Buzz provides information and opinion to readers with an interest in... More
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  • Schooling Attorney Joseph Dedvukaj

    This instablog is for the purpose of correcting the slanderous and libelous statements made about me by Seeking Alpha contributor Attorney Joseph Dedvukaj.

    Joseph Dedvukaj has made statements on Seeking Alpha and elswhere that my statements about television advertising had ceased.

    Exhibit 1

    Joseph Dedvukaj statement on Seeking Alpha

    (click to enlarge)

    Exhibit 2

    Joseph Dedvukaj's statement on Investors Village

    (click to enlarge)

    Exhibit 3

    Actual iSpot Data

    (click to enlarge)

    Exhibit 4

    Actual iSpot Screen Shot

    (click to enlarge)

    I notified my website readers on 12/17 that no ads had run since 5:34 AM on 12/15

    I notified Seeking Alpha readers 12/19 that no ads had run since 12/15 at 5:34 AM.

    I notified my website readers and Seeking Alpha readers on 12/22 when ads resumed at 3:38 AM

    Essentially there was a one week period where no ads were run.

    Attorney Joseph Dedvukaj has accused me of falsehoods, slandered me, libeled me, and essentially made an attempt to assassinate my character and integrity. He jumped to a very bad conclusion and proceeded to post his mantra on the web.

    Given that what I posted is accurate, and given that the statements made by Attorney Dedvukaj are proven to be inaccurate, I demand the following:

    1. Dedvukaj post an acknowledgement that I am correct on this instablog
    2. Dedvukaj post an acknowledgement that I have been accurate and his statement was not accurate on my article where he initially made his statement.
    3. Post an immediate correction (within the tile) stating that my information was accurate and his statement was wrong on Investors Village, and any other place that he made his slanderous and libels insinuations. I further demand that this exercise be repeated on 12/25/14.

    The bottom line is that there was a hiatus in advertising. The bottom line is that Attorney Dedvukaj either does not understand how to read the iSpot data, or was intentional in his attempt to slander, libel, or assassinate my character and integrity.

    Attorney Dedvukaj was misguided and wrong. His character will be tested by his actions moving forward.

    Disclosure: The author is long ARNA.

    Tags: ARNA
    Dec 24 10:45 AM | Link | 1 Comment
  • Belviq Television Ads Resume

    We may never know why the television ads stopped, but I can verify that television ads for Belviq have resumed. The ads started again on 12-22-14, a full week after they stopped on 12-15-14. The ad currently running is identical to the ones we have seen throughout this television campaign.

    It will be interesting to see the impact that the lack of advertising carries.

    Disclosure: The author is long ARNA.

    Tags: ARNA
    Dec 22 9:12 AM | Link | 4 Comments
  • Belviq Television Ads Have Stopped

    I notified my member readers of this dynamic when the television advertising for Belviq appeared to go 48 hours without an airing. Now, there has not been an ad aired in over 84 hours. Essentially the plug seems to have been pulled on Belviq television advertising.

    The last aid aired on December 15th at 5:34 AM. That is essentially 9 months after the first ad aired. There is now concrete reason as to why the advertising has ceased. Possible reasons can certainly be contemplated:

    • Ads stopped because there is an active recall in place. This makes sense on one hand, but does not make sense on another. If the recall is very "small" and "limited", and will not cause interruption in the supply of the drug (this is what Arena indicated), then there would be no need to pull advertising. If the recall is a bigger problem then what was indicated, then pulling ads makes perfect sense.
    • Ads stopped because a new ad is getting ready to roll out. Makes sense, but having no ads for 3 days or more just before weight loss season starts seems like a miss to me.
    • Ads stopped because marketing dollars are exhausted. This would not seem likely to me, unless Eisai is made a decision to spend marketing dollars on samples instead of on ads. In my opinion this is not likely, as pulling ads altogether is odd. Further, the Eisai year end is on march 31st and not December 31st.
    • Ads have not stopped and instead there is an issue with iSpot's tracking. this is not very likely in my opinion, since I am seeing the tracking work with other ads. Typically, a data driven service like iSpot fixes any bugs rather quickly.
    • Ads pulled because of the season. This is not likely in my opinion because this is a critical time to advertise and build awareness. Ads are typically designed to be seen a few times before they trigger a reaction from a consumer. Building awareness now is an investment into the weight loss season of 2015.
    • Ads were pulled because of some regulation. I doubt this. The 2 minute and 1 minute ads have been aired for quite some time.

    The bottom line is that we are not seeing ads at the moment. I brought this up to my member readers as soon as I saw 48 hours without an ad. Now that the issue has gone on a bit longer, I felt it prudent to update the free readers as well. I will update again if I see ads resume. Stay Tuned!

    Disclosure: The author is long ARNA.

    Tags: ARNA
    Dec 18 5:33 PM | Link | 13 Comments
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