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sharinky

sharinky
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  • Gilead's Sovaldi cleared in Japan for HCV-2 [View news story]
    No, this approval came early and is not in projections until later in the year.
    Mar 26, 2015. 10:02 AM | 2 Likes Like |Link to Comment
  • Arena: Belviq's Steady Growth Points To More Total Prescriptions Highs [View article]
    ARNA is going to have the $3M Belviq milestone payment so I think we are looking at $5.13M collaborative revenue for 1Q. In addition, there will be South Korea revenue for initial build up of inventory sent to South Korea. Not sure how to quantify that at this point, but it is something that needs to be considered.
    Mar 10, 2015. 05:36 PM | 3 Likes Like |Link to Comment
  • Arena: Belviq's Steady Growth Points To More Total Prescriptions Highs [View article]
    It matters because before the three new drugs came into the market, Phentermine had 99% of the obesity market Now it is down to 80%. Contrave is not taking market share away from Belviq, they are both taking it away from Phentermine. The overall market is growing. More physicians are prescribing and more patients are losing weight.
    Mar 10, 2015. 05:31 PM | 4 Likes Like |Link to Comment
  • The Latest FDA Contrave Rhetoric Is A Departure From Reality [View article]
    What is it about this trial that allows a company seven years of additional patent protection based on filing a patent? This is not extending the original patents which Contrave was originally granted. If that is the case that they really have additional patent protection, other companies such as ARNA that started their CVOT a year ago can wait until the very end, and file patents after their outcomes trials are complete, and gain 10+ years additional patent protection. Makes zero sense to me.
    Mar 6, 2015. 02:24 PM | 2 Likes Like |Link to Comment
  • Arena Misses On Earnings: Investors Need To Look Deeper [View article]
    The conference clearly stated they are not providing guidance You are stretching it here Spencer to say that the majority of revenue means a minimum of $19 Million
    Mar 3, 2015. 09:09 AM | 7 Likes Like |Link to Comment
  • Arena Misses On Earnings: Investors Need To Look Deeper [View article]
    ARNA did not provide any guidance on any product sales from Eisai in the US or Ildong in South Korea.

    With regard to 2015 financial guidance, we expect the majority of our 2015 revenues will be payments from collaborators based on their net product sales of BELVIQ. Arena will receive 31.5% and 35% of Eisai’s and Ildong’s net product sales of BELVIQ respectively. We are currently not able to predict the amount of these sales, and because of these, are not providing guidance on our overall 2015 revenues at this time.

    A lesser amount of Arena’s total 2015 revenues will consist of regulatory milestones, including the $3 million milestone achieved from the approval of BELVIQ in South Korea in February 2015, amortization of upfront payments from existing collaborations expected to be approximately $8 million, development and patent and trademark reimbursements from Eisai expected to be approximately $7 million, and toll manufacturing from Siegfried expected to be approximately $1 million.
    Mar 3, 2015. 08:27 AM | 6 Likes Like |Link to Comment
  • Arena: Belviq Sales Dip - Better Sales, Not Excuses Are Needed [View article]
    Overall Symphony sales were down 6% across all sectors. I would say either the holiday or the weather had an impact. Probably a little of both.
    Mar 2, 2015. 10:50 AM | 3 Likes Like |Link to Comment
  • Arena: Belviq Sales Dip - Better Sales, Not Excuses Are Needed [View article]
    "Belviq competitor Qsymia is about to fall behind Contrave, which was gaining steadily on both Belviq and Qsymia from Vivus (NASDAQ:VVUS) until Eisai lowered the price of Belviq."

    Can you rethink this sentence.
    Mar 2, 2015. 10:37 AM | 2 Likes Like |Link to Comment
  • Orexigen's Q4 Results Disappoint, But Contrave Is Gaining Market Share [View article]
    Turns out that 15.2% decrease was inaccurate.
    Mar 1, 2015. 08:02 AM | 1 Like Like |Link to Comment
  • Amarin's Vascepa Gains Market Share During The Week Of Presidents' Day [View article]
    Between Prez day and the weather, I think all drugs were impacted. Overall IMS for all sectors were down 6%.
    Feb 28, 2015. 11:55 AM | Likes Like |Link to Comment
  • Orexigen's Q4 Results Disappoint, But Contrave Is Gaining Market Share [View article]
    You can't calculate market share and ignore the biggest player in the market. This market share bit without phentermine in it is garbage. You add Phentermine in, and Belviq, Qsymia and Contrave are taking market share away from Phentermine not from each other. 2/20 numbers are out and Contrave Symphony total scripts are down 15.2%. That's a problem this early in the launch.
    Feb 27, 2015. 01:39 PM | 3 Likes Like |Link to Comment
  • Amarin's China Deal Saves Its Reduce-IT Trial [View article]
    My understanding is the FDA did not decide to not approve Vascepa. They still haven't made a decision. There was a very slanted FDA ADCOM advisory panel that voted against it. The FDA decision is still pending and long overdue.
    Feb 27, 2015. 11:55 AM | 2 Likes Like |Link to Comment
  • Orexigen turns a profit in Q4 on Contrave ramp up [View news story]
    I think that should be gross sales, not global sales.
    Feb 25, 2015. 02:33 PM | Likes Like |Link to Comment
  • Arena's Belviq Slows At A Bad Time [View article]
    If people didn't get so hung up with week over week numbers you would see that ARNA, along with Contrave's drugs are ramping up nicely. Based on prior year obesity med trends, these increases should continue right into the fall.

    5,800 more people walked into pharmacies and picked up a prescription for Belviq the week of 2/16 than did the last week of 2014.

    5,200 more people walked into pharmacies and picked up a prescription for Contrave the week of 2/16 than they did the last week of 2014.

    Both drugs are looking like winners. There is room for more than one prescription weight loss drug to succeed.
    Feb 23, 2015. 02:21 PM | 3 Likes Like |Link to Comment
  • Arena's Belviq Hits New High Prescription Mark, But Needs Similar Future Growth [View article]
    Here is IMS. The whole market is growing. That is good for the sector. Physician acceptance is key.

    Qsymia TRx/NRx 10805/7582 +5.9%/+5.9% w/w. Belviq TRx/NRx 13247/9762 +8.1%/+7.4% w/w. Contrave TRx/NRx 8430/7257 +10.0%/+8.2% w/w
    Feb 17, 2015. 09:18 AM | 8 Likes Like |Link to Comment
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