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  • FDA Data: Good News For One Anti-Obesity Company, Not So Good For Another [View article]
    I'm surprised Q has double the subscriptions of B in Q4 based on this and I would have expected more adverse events.

    The Qsymia adverse event of pregnancy goes without saying. Another adverse event for Qsymia...memory issues. Their ingredient, Topamax and topiramate (generic) are terrible on memory, recall, etc. So many people want to stop taking it because of that. The new drug, Trokendi XR, which is an extended release capsule of topiramate, has much fewer memory side effects. It, however, is very expensive and hard to get coverage for since insurance companies assert there are generics that accomplish the same thing. It took appeals for it to get covered for me. In time when that price falls, that could cut into Q's market.

    I understand these drugs and their issues as I have personal current experience with them. It is my opinion that they are not ones anyone would want to be on if you need to be "productive". Some call them the supermodel drugs.... they make you skinny and stupid.

    Long ARNA...wouldn't have ever considered VVUS due to side effects.
    Aug 15 12:30 PM | 3 Likes Like |Link to Comment
  • Investors Recognize ChipMOS Arbitrage Play [View article]
    Thanks Jaret. Holding and hoping.
    Aug 13 09:28 PM | Likes Like |Link to Comment
  • Investors Recognize ChipMOS Arbitrage Play [View article]
    Jaret,
    Your thoughts on their recent decisions/transactions?
    Aug 13 12:57 PM | Likes Like |Link to Comment
  • Outerwall, Inc: An Attractive Out Of Favor Business [View article]
    Good analysis...watching this one.
    Aug 13 12:05 PM | 3 Likes Like |Link to Comment
  • Will Acquisition Of SafeNet Help Gemalto Reach Its Long Term Targets? [View article]
    Thanks for the article and the information. I just saw above I probabaly should get updates for GTOFF as well as GTOMY, perhaps then I'll get more news. I've been long since before they contracted with MCX which I believe is no longer in force (too bad but they probably learned what not to do after negotiating a stellar contract since that time). They could use some news soon to get some upward movement and get the price level back to where it has been historically.
    I do feel as we get closer to more use of mobile payments in the US and north America, good things will happen for Gemalto and the stock will rise.
    Aug 12 09:29 AM | Likes Like |Link to Comment
  • Fidelity National Information Services Is Getting Interesting [View article]
    I think what happened with Gemalto was they bragged too much to analysts about the contract with MCX. They negotiated to be paid by the transaction for the mobile payments that would take place. That would have been a huge income generator for them since the members of MCX together generate over a trillion in sales yearly. Now I believe MCX is now contracted with Paydiant as the main technology vendor for the mobile commerce service.
    Jul 30 01:11 PM | Likes Like |Link to Comment
  • Fidelity National Information Services Is Getting Interesting [View article]
    Ashleigh,

    FIS has a contract with MCX (Merchant Customer Exchange -which includes Target, Walmart, Darden, Shell, Best Buy, CVS, Lowes, and many others that generate over 1 trillion in sales yearly) to do their point of sale payment processing when using a mobile device. When mobile payments are begun at this large group of retailers, many others may follow their lead and use their vendors.

    This should bring bright things for FIS in the future. I don't know the details of that contract with MCX or if those details were released. When Gemalto negotiated one with MCX it was by the transaction. It has since been negated.

    Very long FIS.
    Jul 7 02:13 PM | Likes Like |Link to Comment
  • Arena Needs To Hold Eisai Accountable For Re-Launch Of Belviq [View article]
    Interesting comment from Boiler74 and his/her observances being a pharmacist about the launch and the lack of product pushing that he would normally see. Couple this with the comment from Biogemfinder about Eisai's possible reason to not "pump sales" and my mind is spinning.
    Now the ARNA CEO selling shares. If that is what Eisai is doing they're excellent chess players and perhaps we should keep holding on.
    Seems this scenario could result in a lawsuit though for not upholding the marketing contract- there surely would be some language in it that could be compared to Eisai's lack of effort/result (or stories from pharmacists like Boiler74).
    You can tell my head is spinning though I'm not much of a believer of conspiracy theories but I know crazy things happen in business with greed.
    This could support Eisai wanting a low price if/when further trials come out positive supporting more reasons to market/prescribe Belviq.
    What do you think Spencer?
    Jul 7 12:06 PM | 2 Likes Like |Link to Comment
  • Stop Wasting Energy On The VIX [View article]
    Chris, I respect your articles and think they're good. I believe it is easy to use hindsight to defend a position. I'm not saying I disagree. Let me know what you think...

    If one looks at April 2014, it is an interesting period to discuss the VIX and specfically when it was below its 50 SMA and above its SMA. It was below its 50 SMA until April 9 then for a few days it crossed above the 50 SMA. Look at what VTI or SPY did around those days when the VIX was above its 50 SMA. Lots of reactive selling and good sized declines. My takeaway is that on short term consideration, we must acknowledge that traders are watching the VIX closely and make decisions based on it. That affects things and moves the markets.

    I think the VIX is something to watch if you're trying to understand what moves the market and trying to decide whether to stay in or get out onto the sidelines. I'm not a big market-timing fan but if I'm controling my trades, I will watch and might make a change to protect my interest (provided it jives with the resulting tax consequences).
    Jun 15 04:51 PM | Likes Like |Link to Comment
  • FDA Delays Decision On Orexigen Anti-Obesity Drug - What This Means To The Stock [View article]
    Great entry point today if you were hoping for one. I took the bait.
    Jun 11 12:46 PM | 3 Likes Like |Link to Comment
  • Investors Recognize ChipMOS Arbitrage Play [View article]
    Jaret, Thanks for the great informative article. Caffeine, I hope you're right.
    Jun 11 12:44 PM | 2 Likes Like |Link to Comment
  • Scripts Down, Bearish Article Released, Arena Hangs Tough [View article]
    How do you think the Orex approval (assuming it comes out that way) will affect the stock?
    Jun 9 09:35 AM | Likes Like |Link to Comment
  • CUR Media: A New, And Potentially Worthy Challenger To Pandora & Spotify's Crown [View article]
    Your premise that Cur is offering a "hybrid" of the services of Pandora and Spotify is flawed because Pandora does offer subscriptions for add-free music for $3.99 a month (some folks rate was raised recently to $4.99 a month). That does include the ability to choose or craft playlists and adding specific songs or artists to those.
    Jun 4 09:11 AM | Likes Like |Link to Comment
  • Arena Is The Subject Of A Buyout Rumor - Think First [View article]
    I think it's premature without knowing what realistic sales are going to be for the long term (where it will level out). TV ads have helped and I think script numbers will be in a mode where they continue to increase for a good while. Not to mention, how to evaluate the value of the pipeline. I'm long.
    May 20 12:20 PM | 6 Likes Like |Link to Comment
  • ChipMOS: Catalysts Plus Excess Capital Should Drive 50% Upside [View article]
    Thanks for the great article. I hope we will not be disappointed in their decision-making regarding all the excess capital.
    May 13 09:51 AM | 1 Like Like |Link to Comment
COMMENTS STATS
348 Comments
198 Likes