Agree with all and the added bonus of lowering HbA1c by 1% is huge for the battle against diabesity!! Long and Loving it bought more today at great prices.
Bio Pharma Movers List: Wednesday June 20 [View article]
I would like to add to andybaron's correct observations, in that while it is true that topiramate and phentermine are currently approved. The side effects are tolerated in the context of 1. topo - seizures and severe migraines, 2. phen - only 12 weeks per dosage period.
When you compare the side effects of Q to Lorq, you really have to stop and think - why would the FDA approve Q when L is available. And if Q is approved, you need to stop and think about what dumb MD would prescribe Q over L - oh yeah the answer to that is Dr. Kaul
Arena Pharmaceuticals: Rising Star Or Falling Knife? [View article]
Actually the weight loss portion of the Bloom-DM trial was not all that impressive. In fact the drop in HbA1C could not be directly attributed to weight loss alone. But more importantly, even if your statement is accurate, (which I do not believe it is).
Why are diabetics prescribed various therapies to lower HbA1C ? According to you >> Really? Weight loss ALONE? Well alert the media you have just cured diabetes. - lol - Insulin resistance is just a Hedge Fund myth. do you see the stupidity in your comment?
Arena Pharmaceuticals: Rising Star Or Falling Knife? [View article]
Aside from the obvious weak premise of your article - ( I am not sure what your point is) you have made several errors.
With regard to Fen-Phen -<<<" which makes a repeat of the Fen-Phen disaster remote">>> - What does this mean? Why is this part of your article?
You state <<<"a reduction in HbA1C levels in diabetic patients treated with locaserin compared to placebo, which one would hope is viewed as very important by the FDA.">>> It reduced hbA1c by .9%, almost a full percentage point!!! There are diabetes drugs marketed today (many), that do not lower HbA1C to this extent, yet you don't see/comprehend the importance of this...!?!
Your interpretation of categorical endpoints demonstrates a lack of understanding of the 2007 draft guidelines for obesity drugs.
You say you are a Pharmacology Professor in your bio - yet you repeatedly misspell the name of the drug lorcaserin as "locaserin".
May I ask what school has hired you as a professor? Usually when someone does DD they learn the spelling of the only product they are researching.
On the bright side you have figured out that SA will publish your article with all its mistakes and misrepresentations. For if had you published this on even a Yahoo message board it would have been shredded by factual slaps and you would likely be ignored by the vast majority of Yahoo message board readers.
Monday's Bio Pharma Momentum Movers And Buy-Out Speculation List [View article]
Thanks for the article Scott, I am wondering why you have not taken a position in Arena.
I agree with your outlook, so if approval is imminent, how do you see the pps reacting over the next say, 1.(approval - 3months) 2.( 6-12 months)? There are some predicting a pop over $20 per share after approval, but most fundamental more conservative analysis seem to be in the $9 - $14 range. As I recall you predicted a very close adcomm vote, (which was overwhelming), since you invest in small bio I am wondering why you haven't invested in Arena, given the bullishness of your article.
It seems very likely that at the very least ARNA will get a 50 - 60% post approval rise. Do you think AIS is capable of a better return in the next 3 months?
Seldom will you find so many individual investors knowing much more than the analysts and media about a stock/drug candidate. It is natural they defend their analysis and investment in the face of all the bs against it - and a tremendous amount of bs there is.
I, like many, find the statement you label as "Garbage", to be factual.
Unfortunately for you, you found the stock at $1.50 and are now (according to your previous posts) kicking yourself because you didn't buy any, - don't kick us! You should have listened to us last year, remember 2 wrongs don't make a right. There is also something else wrongs don't make - MONEY, ......BOOM
What are you talking about? What garbage - I want the facts that's why I check out SA. I love it when guys like you & Charlie Xu say stupid things, this helps initiate the parsing process. As for your post above - wtf are you talking about - there is no sad, soiled shame here for Arna, from Philly.
Just imagine how useless this board would be if all posts were as empty and factless as your post above.
I agree Psych, Philly Dan has always added to the informative value of articles on this board. In many cases his comments have been greater contributions than the articles themselves. (Not to detract from your article, of course) But there have been many others that needed - and received - some kracken, and Philly's info has always been on the money - imo
Yes treatment for diabetes alone (lorq + metformin) for example justifies the therapy, if BLOOM-DM would have been larger than 600 and conducted in 3 phases is likely it would be on the market today as a frontline treatment for diabetes. It lowered hbA1c (3 month avg glucose saturation) by 0.9 - effectively 1% - that is huge for diabetics!
Lorcaserin will be a long term medicine. They will not stop in 1 year. ++++++++++++++++++++++...
Gaucho, According to Arena at the Adcomm, Lorq, while it should be a first line therapy will not be effective on every patient. Those who experience little or no effect should not continue after ( I believe it was 12 weeks). Of course this in an unknown amount of people BUT the point is that the drug will not act on people the same. I believe the author has thoughtfully allowed for those "non responders" who will originally be prescribed and then withdrawn from treatment.
I have not found any information that states Lorq will be taken for a minimum term of one year as you suggest in your comment. So if you have a link .....
<<<<<&l... Arena is currently capable to manufacture a production scale batch that contains 6 million tablets - within a week! 2 batches surpasses 1 billion.>>>&g...
Perhaps its the 2 martinis I had - but if you have 2 batches of 6 million how are you surpassing 1 billion?
On Safety, Vivus Vs. Arena [View article]
Why Analysts Still Have It Wrong With Arena [View article]
Arena: Bears Have It All Wrong [View article]
Easily up 50% after approval !
Bio Pharma Movers List: Wednesday June 20 [View article]
When you compare the side effects of Q to Lorq, you really have to stop and think - why would the FDA approve Q when L is available. And if Q is approved, you need to stop and think about what dumb MD would prescribe Q over L - oh yeah the answer to that is Dr. Kaul
Arena Pharmaceuticals: Rising Star Or Falling Knife? [View article]
Arena Pharmaceuticals: Rising Star Or Falling Knife? [View article]
Why are diabetics prescribed various therapies to lower HbA1C ? According to you >> Really? Weight loss ALONE? Well alert the media you have just cured diabetes. - lol - Insulin resistance is just a Hedge Fund myth. do you see the stupidity in your comment?
Arena Pharmaceuticals: Rising Star Or Falling Knife? [View article]
With regard to Fen-Phen -<<<" which makes a repeat of the Fen-Phen disaster remote">>> - What does this mean? Why is this part of your article?
You state <<<"a reduction in HbA1C levels in diabetic patients treated with locaserin compared to placebo, which one would hope is viewed as very important by the FDA.">>> It reduced hbA1c by .9%, almost a full percentage point!!! There are diabetes drugs marketed today (many), that do not lower HbA1C to this extent, yet you don't see/comprehend the importance of this...!?!
Your interpretation of categorical endpoints demonstrates a lack of understanding of the 2007 draft guidelines for obesity drugs.
You say you are a Pharmacology Professor in your bio - yet you repeatedly misspell the name of the drug lorcaserin as "locaserin".
May I ask what school has hired you as a professor? Usually when someone does DD they learn the spelling of the only product they are researching.
On the bright side you have figured out that SA will publish your article with all its mistakes and misrepresentations. For if had you published this on even a Yahoo message board it would have been shredded by factual slaps and you would likely be ignored by the vast majority of Yahoo message board readers.
Monday's Bio Pharma Momentum Movers And Buy-Out Speculation List [View article]
I agree with your outlook, so if approval is imminent, how do you see the pps reacting over the next say, 1.(approval - 3months) 2.( 6-12 months)? There are some predicting a pop over $20 per share after approval, but most fundamental more conservative analysis seem to be in the $9 - $14 range. As I recall you predicted a very close adcomm vote, (which was overwhelming), since you invest in small bio I am wondering why you haven't invested in Arena, given the bullishness of your article.
It seems very likely that at the very least ARNA will get a 50 - 60% post approval rise. Do you think AIS is capable of a better return in the next 3 months?
The Obesity Race: Update, Part 1 [View article]
Seldom will you find so many individual investors knowing much more than the analysts and media about a stock/drug candidate. It is natural they defend their analysis and investment in the face of all the bs against it - and a tremendous amount of bs there is.
I, like many, find the statement you label as "Garbage", to be factual.
Unfortunately for you, you found the stock at $1.50 and are now (according to your previous posts) kicking yourself because you didn't buy any, - don't kick us! You should have listened to us last year, remember 2 wrongs don't make a right. There is also something else wrongs don't make - MONEY, ......BOOM
The Obesity Race: Update, Part 1 [View article]
What are you talking about? What garbage - I want the facts that's why I check out SA. I love it when guys like you & Charlie Xu say stupid things, this helps initiate the parsing process. As for your post above - wtf are you talking about - there is no sad, soiled shame here for Arna, from Philly.
Just imagine how useless this board would be if all posts were as empty and factless as your post above.
The Obesity Race: Update, Part 1 [View article]
The Obesity Race: Update, Part 1 [View article]
You my friend are showing your engineering background -lol I have worked with many and can see the fastidious badgerlike focus on detail.
Remind me not to be a pro to your con. Thank God you are long arna!
The Obesity Race: Update, Part 1 [View article]
The Obesity Race: Update, Part 1 [View article]
++++++++++++++++++++++...
Gaucho,
According to Arena at the Adcomm, Lorq, while it should be a first line therapy will not be effective on every patient. Those who experience little or no effect should not continue after ( I believe it was 12 weeks). Of course this in an unknown amount of people BUT the point is that the drug will not act on people the same. I believe the author has thoughtfully allowed for those "non responders" who will originally be prescribed and then withdrawn from treatment.
I have not found any information that states Lorq will be taken for a minimum term of one year as you suggest in your comment. So if you have a link .....
The Obesity Race: Update, Part 1 [View article]
Perhaps its the 2 martinis I had - but if you have 2 batches of 6 million how are you surpassing 1 billion?
I apologize in advance for my ignorance