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billchristie

billchristie
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  • Investors seem to be giving Vivus' (VVUS -5.1%) settlement with First Manhattan an emphatic "thumbs down" as the shares sink. Needham expects a "disruption in both company operations and partnership discussions" following the shakeup, which is somewhat ironic given First Manhattan's criticism of VVUS' efforts to find a Big Pharma partner for Qsymia (will the hedge fund's move be counterproductive in the short-term?). Analyst Alan Carr's enthusiasm has now "dissipated" in the face of "uncertainty with respect to strategy." [View news story]
    Needham is the culprit here-overreaction by market. Their timing is classic (downer on positive outcome). Company now has some stability; should be viewed as good news. Also scripts beginning to accelerate with 28% growth to 7000 on IMS data 12 of July. This will encourage investors. Bono news will also entice retail investors LOL. http://bit.ly/120P1KF
    Catch me on twitter @BAMPOTSCOT
    Jul 19 12:31 PM | Likes Like |Link to Comment
  • Vivus (VVUS +3.3%) rallies amidst speculation activist investor First Manhattan is set to win its proxy battle to replace the drug developer's entire board. TheStreet's Adam Feuerstein reports management gave off a "defeatist" vibe at a breakfast meeting. Vivus' shareholder meeting is on Monday. Analysts and #3 shareholder QVT Financial have backed First Manhattan; advisory firms ISS and Glass Lewis have backed Vivus. [View news story]
    We speculate on "Vibe's" at a breakfast meeting. Surely you jest?
    Jul 12 02:49 PM | 2 Likes Like |Link to Comment
  • Seattle Genetics (SGEN -1.9%) is all over the board today after being pelted with news-related issues. Initially, the stock popped after announcing it had struck a new antibody drug conjugate collaboration deal with Bayer (BAYRY.PK) worth up to $520M, only to collapse on reports that it had temporarily halted studies of its Lymphoma drug Adcetris due to safety concerns over reports of pancreatitis. [View news story]
    One STUDY was halted-not STUDIES. Adcetris alongside Chemo in elderly patients in HL. One Patient, one case of pancreatitis.
    Jun 25 01:32 PM | Likes Like |Link to Comment
  • Vivus, Arena, And Orexigen Investors Waiting On February 25 [View article]
    Stockman, give it a rest. You sound like a broken record that has had one too many plays. Once again your tirade expounding on the virtues of ARNA exposes us all to your poor choice of grammer and intellectual reasoning. Surely you must mean "imminent" success of ARNA. Frankly, your rants are akin to the necessity of suffering in place; forced to listen to someone who can barely carry a tune. Certainly your repetitive nonsense does not leave you in good standing as an "eminent" member of this community forum.
    Catch me on twitter @BAMPOTSCOT
    Feb 22 02:56 PM | Likes Like |Link to Comment
  • Arena Hedges, Shorts And Retail Investors - Oh My [View article]
    Stockman: Your opinion is truly suspect, having spelled the word opinion wrong not once, but four times. Also, what pray are (good doers)? Frankly, your grammer is dreadful. You do so speak and let your belly rumble; presenting such nondescript babble every time you venture onto this site. Go stand in the corner!
    Catch me on twitter @BAMPOTSCOT
    Feb 1 11:35 AM | Likes Like |Link to Comment
  • Vivus (VVUS) +6.8% premarket after a study concludes its weight-loss drug Qsymia significantly improved multiple cardiovascular disease risk factors. The biopharma company says patients with hypertension or high cholesterol treated with Qsymia for one year experienced significant weight loss and clinically meaningful improvements in their underlying cardiovascular risk factors. [View news story]
    Here is the Study published in The American Journal of Cardiology: "Changes in Cardiovascular Risk Associated With Phentermine and Topiramate Extended-Release in Participants With Comorbidities and a Body Mass Index ≥27 kg/m2."

    http://bit.ly/WFFTTD
    Catch me on twitter @BAMPOTSCOT
    Feb 1 10:59 AM | Likes Like |Link to Comment
  • Arena Hedges, Shorts And Retail Investors - Oh My [View article]
    Oh my, what a breath of fresh air this article is. Such a pleasant change from the faith based evangelical pumpers. Presently ARNA is sitting at $8.39. That figure is today's reality folks.
    I am on the sidelines with small loss waiting to jump back in.
    Keep it real Spencer!
    Yours Aye,
    Bill.
    Jan 29 03:17 PM | Likes Like |Link to Comment
  • Chelsea Therapeutics Still Alive: 306b Trial Supports Northera Efficacy And Safety [View article]
    Hey bagger. Share your sentiment, although those that took part in the Chelsea conference call were certainly not communicating much clarity of purpose. Hopefully if clinical minds can meld together between Chelsea and FDA they will finally be able to communicate some clear direction for this "old" yet proven medication for treating NOH.
    Dec 5 08:51 PM | Likes Like |Link to Comment
  • Chelsea Therapeutics Still Alive: 306b Trial Supports Northera Efficacy And Safety [View article]
    Good summation article based upon a very laissez faire and confusing conference call by Chelsea on Dec 4th resulting in a wholesale dumping of stock. Importantly, Chelsea now have a large data base of over 500 patients and will begin to sift patient subgroups to determine possible design of new study. With FDA dialogue they hope to begin new FDA "blessed" study in 2nd half of 2013. Northera clearly showed consistency of effect and symptomatic benefit in NOH. Durability problems were identified as perhaps being because of patients adjusting the baseline as to symptoms as they improved and moved into second week (hence speculation on reduction of benefit in 2nd week). With an average age of 72 years many with Parkinson's along with other cognitive deficits, patients often had trouble assessing subjective outcomes in the designed questionnaire. This will be a significant problem moving forward with a design for any follow up approval study. Mitigating my losses and staying long CHTP as a firm believer in a great need for this drug. Catch me on twitter @BAMPOTSCOT.
    Dec 5 12:19 PM | 2 Likes Like |Link to Comment
  • Vivus Initiates Free Trial - May Boost Sales [View article]
    "Dr." Rod: "The lady doth protest too much, methinks."
    Nov 27 03:25 PM | 1 Like Like |Link to Comment
  • Vivus Initiates Free Trial - May Boost Sales [View article]
    Spencer, this is a very fair and balanced article. In particular, thank you for taking the time with such deliberate clarity and patience to address the "insults" fired from the Peanut Gallery- Next time you are in your physician's office ask to see their "sample cupboard." To preface, everything from birth control pills (3 month starter packs) to anti-hypertensives are sampled, primarily to assess patient tolerance. Clinically obese patients are a nightmare for physicians. Their hips and knees are often shot because of the years of abuse and stress on their joints- yet they firmly believe they should have hips and knees replaced instead of dropping 50 lbs. Type 2 diabetics in trying to lose weight,often don't have breakfast, don't eat lunch, have an enormous dinner and wonder why their blood sugars are through the roof. Compliance is therefore a "huge" issue for using GLP-1agonists and DPP-4 inhibitors- drugs for control of diabetes. These clinically obese patients are the ones typically seen by Endocrinologists having been been referred by their Gp's and desperately need to lose weight-Endos being Qysymia's physician target group. Control of obesity in this setting is therefore an even greater challenge for the physician regardless of the price point of medication or co-pay amount. It is also a given that a prescription would accompany any starter packs and full prescribing information including side effects would accompany any script. This innovative scheme initiated by Vivus of a brief trial period for Qsymia perhaps should have been started at the outset; however marketing were probably concerned about upsetting investors by giving up too much out of the gate. Consequences of this delayed action may now be a much larger pill to swallow as referenced by the mixed response from "informed" investors on this site.
    Catch me on twitter @BAMPOTSCOT.
    Nov 27 02:39 PM | 1 Like Like |Link to Comment
  • Vivus (VVUS): Q3 EPS of -$0.40 misses by $0.09. Revenue of $41K beats by $9K. (PR[View news story]
    Transported this over from my comments on the Spencer Osborne piece on earnings. Investors clearly do not understand the complexities of initial physician contact and the time taken for them to fully "digest" and "absorb" the effectiveness balanced by the side effect profile of a new medication. VVUS shares are getting beaten up pretty badly today on investors need for quick fix weight loss results; shares down >19%. The Company however is building a cardiometabolic Franchise, not going after cosmetic obesity. This will take time, and result in much more sustainable growth for the Company. Particularly important is the targeting of specialists, particularly Endocrinologists who will act as KOL's, taking the lead for primary care physicians to feel confident prescribing for their morbidly obese patients . Hopefully investors incurring losses today will see a return to reason along with reasonable sustained growth in Qsymia for the treatment of obesity and subsequent reduction in diabetes and associated cardiovascular disease.
    Tweet me @BAMPOTSCOT.
    Nov 6 10:29 AM | Likes Like |Link to Comment
  • Vivus Reports Earnings And Initial Results Of Qsymia Sales [View article]
    VVUS shares are getting beaten up pretty badly today on investors need for quick fix weight loss results; shares down >19%. The Company however is building a cardiometabolic Franchise, not going after cosmetic obesity. This will take time, and result in much more sustainable growth for the Company. Particularly important is the targeting of specialists, particularly Endocrinologists who will act as KOL's, taking the lead for primary care physicians to feel confident prescribing for their morbidly obese patients . Hopefully investors incurring losses today will see a return to reason along with reasonable sustained growth in Qsymia for the treatment of obesity and subsequent reduction in diabetes and associated cardiovascular disease.
    Tweet me @BAMPOTSCOT.
    Nov 6 10:18 AM | 1 Like Like |Link to Comment
  • Baird's research team still looks for more signs of a revenue uptick before issuing an upgrade on Dendreon (DNDN +2.7%), but it sees management starting a credible turnaround path and suggests some exposure given the negative sentiment and low valuation. Near-term Provenge problems seem fixable, the firm says, and cost-efficiency measures should lower cost of goods sold. [View news story]
    I will take Baird's table scraps and Gnaw on the bones.
    Tweet me @Bampotscot.
    Aug 17 04:50 PM | Likes Like |Link to Comment
  • Vivus (VVUS) -6.2% premarket after Jefferies downgrades shares to Underperform, citing generic competition. While investors have been concerned about patents for the weight-loss drug Qsymia, the firm thinks doctors may choose to prescribe generics since branded Qsymia is unlikely to be covered by payors and the two generics will be more affordable for patients. [View news story]
    $VVUS. Doesn't anyone at Jeffries possess a PharmD or at least know how to work a Bunsen burner? Suggesting Physicians are willing to concoct a "Qsymia Cocktail" and risk potential litigation is at best unethical. This is Jeffries using their misplaced Influence, Ignorance, and Ineptitude to "inform" investors. FUD in action,while in the process severely hurting investors and a fabulous well researched drug.
    Aug 17 10:48 AM | 1 Like Like |Link to Comment
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