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I have a diverse background—as a financial journalist, resident physician, mixed martial artist, painter, entrepreneur, chemistry instructor and web developer—that enabled me to pioneer the “Integrated Investing Research” approach. I provide consulting to clients, both the retail and... More
My company:
Vincata Enterprises LLC
My blog:
Retail Investor 360
  • VIVUS Inc: Can Stendra Extend The Company's Prospect 2 comments
    Aug 20, 2014 8:46 AM | about stocks: VVUS, AUXL, ARNA

    Published at Retail Investor 360: Sunday, 17 August 2014 18:41Written by Doctor Hung V. Tran, MD, MS

     

    Disclosure: We neither long nor short VVUS.

    The Story. VIVUS (NASDAQ:VVUS) FDA approved obesity drug, Qsymia, has better efficacy in terms of more weight reduction than Belviq, Contrave, and Orlistat. Nonetheless, the FDA labeled warning of birth defects could eliminate a large number of childbearing-age patients. This potentially limits Qsymia's sales, as nearly half of the pregnancies in the US are unplanned. Nonetheless, VIVUS could offset Qsymia potential revenue decline as well as to to increase earnings drastically by also focusing their marketing and sales toward men suffering from obesity. As for VIVUS' competitor, Arena Pharmaceuticals (NASDAQ: ARNA) share price has declined significantly since last year creating a wider margin of safety.

     

    If you'd like to read more, please follow THIS LINK.

    Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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  • chongkim74
    , contributor
    Comments (1138) | Send Message
     
    Uhm…so u were saying about Stendra???
    18 Sep 2014, 05:18 PM Reply Like
  • MD Research
    , contributor
    Comments (209) | Send Message
     
    Author’s reply » @chongkim74 The question you should ask are what does the thesis entails and what does the data mean to you? How certain are you, and based on what grounds? Experience, research, background, and etc. The data as well as an investment's intrinsic value, according to Buffett can be quite different depending on the analysts.
    21 Sep 2014, 11:55 AM Reply Like
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