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Steve Rosenman
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Mr. Rosenman has nearly 15-years executive experience in the health and wellness sectors, including weight loss, cosmetics skincare and nutrition, both Rx and OTC. Expertise areas include strategic market and product planning and corporate development (evaluation, recommendation and execution of... More
  • VVUS Attractive At Current Levels 3 comments
    Sep 17, 2013 3:16 PM | about stocks: VVUS

    At current levels, I view VVUS as a buy opportunity and cite that the newly installed management board has the experience and proven history to steer the company into the hands of a better suited pharma company-- to market their lead weight loss product. This road may not be easy or quick though, as the drug has some regulatory hurdles to get around before full marketing potential is realized. Therefore, interested partners/suitors may have to sit on the sideline while the company makes progress on the regulatory / marketing front.

    For this reason, a buy at these levels with a conviction to hold at least 12 months should provide promising returns. My 12-mo target would be $15-17.

    I do not like any of the other weight loss drugs in this space.

    Stocks: VVUS
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Comments (3)
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  • deepankr
    , contributor
    Comments (7) | Send Message
     
    Steve,

     

    That seems to me as one tough choice...with the number of concerns that surround VVUS. I personally think that the potential market is big enough for more than one player, but VVUS was not my top choice. You said you do not "like" other WL drugs, and I see that you have years of experience in WL field. I would value it a lot if you could share your thoughts on ARNA and OREX. A comparison of the three with your comments would be great to know for people who are still searching for the better company to invest in. We already know your choice, but would you care to provide a context for the other two as well. And, do you have a position in VVUS?

     

    Many thanks, your writeups are great. Keep'em coming.

     

    DR
    17 Sep 2013, 10:00 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » A quick summary that may help: VVUS is by far the most effective out of the three. Look through the clinical trials and you should come to that conclusion. They all have side effects, VVUS certainly not the worst.

     

    Newly installed mg't has a history not to allow low hanging fruit to fall off the vine if you know what I mean. Some of the new guys are serious players with histories of successfully partnering or selling assets.

     

    Good luck.
    18 Sep 2013, 01:27 PM Reply Like
  • framus_morrigan
    , contributor
    Comments (68) | Send Message
     
    VVUS upgraded to Outperform at Cowen, PT $19 ;)
    3 Oct 2013, 08:00 AM Reply Like
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