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jakes101

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  • Arena And Vivus Investors Need To Grasp Implications Of Orexigen [View article]
    Spencer,

    Well said.

    Do you still hold the belief that positive news for OREX with Contrave is positive news for the sector as a whole, which in turn is positive news for the other 2. Perhaps this is what was needed, some pressure and a new price war that can allow people to choose which one works best for them for relatively the same price. Doesn't part of you wish that OREX did not go so damn low with their entry price point? Perhaps they were thinking about the price of PHEN.

    One thing is for sure, things surely got interesting quickly, and the next few months will be worth watching.
    Dec 19, 2014. 03:40 PM | Likes Like |Link to Comment
  • Arena And Vivus Investors Need To Grasp Implications Of Orexigen [View article]
    Spencer,

    Let's get serious here for a moment and leave emotions and morals out. Are you saying that OREX is the better company to be in if this weight loss season for VVUS and ARNA don't show significant sales? The bigger question..... IF sales for B and Q are not stellar for early 2015, are you still invested in ARNA?
    Dec 19, 2014. 02:53 PM | 3 Likes Like |Link to Comment
  • Contrave Wins Approval Recommendation In Europe [View article]
    Spencer,

    You are defending this madness....I just pulled out what ever remaining hair I had left.... pulled another one. Madness! The baby shampoo is a perfect example. Europeans drink and smoke more then us. The Dutch eat the most black licorice in the world and that stuff contains lead. If you go to Costplus World Market here in CA you will see a sign that says licorice contains lead and can cause cancer.

    Spencer, you are starting to bring morals back into the equation, it does not belong here! The Europeans are not at all healthier, that is a total farce!
    Dec 19, 2014. 02:30 PM | 1 Like Like |Link to Comment
  • Vivus Tries To Lead Obesity Space With Insurance Coverage [View article]
    The reason there is a lack of "sympathy" for obese people is because you are doing it to yourself and not to others. When you smoke, you are effecting others with second hand. When you drink too much we get into wrecks etc. When you eat too much you buy more food and spend more at the pump, but you are not bothering others. It's your right to plump up. You can't force people to eat healthy or not drink sodas like goofy Bloomberg tried to do with sodas... it's un-american. If you want to eat at Burger King everyday and refill your soda 4 times then that is your right! Are you going to have sympathy for that person...lol
    Dec 19, 2014. 02:15 PM | Likes Like |Link to Comment
  • Vivus Tries To Lead Obesity Space With Insurance Coverage [View article]
    Spencer,

    Do you care what a company does morally? You invest to make money. You keep mentioning that you don't believe this is the right way to go, and that meds are poison. Perhaps it allows you to sleep better at night. The point is that you bring it up nonstop, then you say that you live in the real world. This I don't understand. It does not help our stock, when the top writer on SA in this field, with a huge following keeps saying that these drugs are not the way to go. This is not healthy for us anymore. Just try not to bring it up so much, it's not good. Why invest in these companies is my question.

    To me it seems that you indeed would invest in practically any company as long as you can make a buck! You write about SIRI all the time. Any company that has Howard Stern as the face or future of it, in my opinion is a pretty disgusting company. What's to like about Stern, what a creature, would you want your kid to grow up like that. You see where I'm going with this. Money!!

    You and the rest of us are here to make a buck...period! Please try to leave morality issues out of it, because it does not help our stock that is struggling at the moment.

    Cheers!
    Dec 19, 2014. 02:07 PM | Likes Like |Link to Comment
  • Arena: Belviq Sales See Pleasant Rebound [View article]
    Tucker,

    You do realize that Belviq sells more than Qsymia and Contrave here in the states? ARNA has a nice pipeline too. There are positives here, not to mention the pps is attractive at these levels.
    Dec 19, 2014. 01:46 PM | Likes Like |Link to Comment
  • Contrave Wins Approval Recommendation In Europe [View article]
    The EU is ridiculous, they truly are. All three are approved here, each of them carry side effects. To say that Mysimba is safer, shows the mentality. I understand that Phen is banned there, that is done out of fear. This decision makes very little sense.

    To the main question.... Will this open the door for Belviq to get future approval, if they submit detailed tests that show positive health vs reward risk? Who knows...
    Dec 19, 2014. 01:40 PM | 1 Like Like |Link to Comment
  • Belviq Television Ads Have Stopped [View instapost]
    Spencer,

    Thank you very much for informing us. I think it is nothing. Of all the scenarios you presented, the most feasible seems the switching of the old ad with a new fresh one. Perhaps they are working out a few kinks with the new ad.
    Dec 18, 2014. 11:30 PM | 1 Like Like |Link to Comment
  • Vivus Tries To Lead Obesity Space With Insurance Coverage [View article]
    Spencer,

    You always give me a good ol fashion chuckle when you state your beliefs and morals on these types of medications. You always seem to state how terrible some of the possible effects are and that you are not a fan of any of them. Just out of curiosity, why do you always mention that? I know for a fact that you don't mix morals and stocks. You have stated so yourself...you will invest in ANYTHING that will make you money.

    The black box is surely not hogwash. It's ugly, but it is something to keep an eye on. At the 12 wk point we will see if people have lost at least 5%, if not they are recommended to stop immediately.

    Yet, you mention where you stand morally, why.... gettin those chuckles again.
    Dec 18, 2014. 10:39 PM | 1 Like Like |Link to Comment
  • Vivus Tries To Lead Obesity Space With Insurance Coverage [View article]
    Spencer,

    The last time you were this impressed was.... let's see...... never!

    Fine, so they sold some the first few months, let's give them that. To make any significant ultra bullish graphs or trajectories for C at this point would seem a tad premature would you not say? A major price shift in B or Q, which I feel is coming around the corner, would completely put a kink in any future prediction graphs.

    Lets be reserved for now, a lot could happen. Let us not forget that though all 3 have side effects, the big black box could pop up its ugly head. If high number of people start to report that they are starting to feel very very depressed while on Contrave you have a serious problem, this could be right around the corner as well. Let's be reserved. It has been a tough sector.
    Dec 18, 2014. 03:26 PM | Likes Like |Link to Comment
  • Vivus Tries To Lead Obesity Space With Insurance Coverage [View article]
    healthy,

    blushing.... I know, I know!

    Yay Cuban chubby people!
    Dec 18, 2014. 03:15 PM | Likes Like |Link to Comment
  • Vivus Tries To Lead Obesity Space With Insurance Coverage [View article]
    Spencer,

    What is this... the new cheerleading site? GOOOOOOO VIVUS!

    You really do believe that the Contrave launch has been impressive?

    We can now sell Q to overweight Cubans directly.
    Dec 17, 2014. 08:41 PM | 1 Like Like |Link to Comment
  • Arena: Belviq Sales See Pleasant Rebound [View article]
    Spencer,

    Do you like the idea of a holiday sale for B? Slash the price of B in half untill the end of the yr, and see what happens. The sale would in essence be a 2 week sale just to see what happens to script numbers. If it is a tremendous success perhaps only raise the price by 25% from there on.

    The other thought is just sit and wait till Q1 results come in for C, Q and B and then adjust. Why not play with the price for just 2 weeks and see what happens is all I'm saying.

    The other fresh news would be to air a new tv ad for B and bring in a celeb a few days before Jan 1..... now that would be refreshing for investors to see.
    Dec 15, 2014. 04:49 PM | 1 Like Like |Link to Comment
  • Contrave Sales Continue To Impress [View article]
    Spencer,

    One week ago you said Contrave was doing just "okay" and now you are "most impressed?" What changed, was it the new script data coming in? Let's not get too excited, the truth is in the refill puddin. Let's not call them the Ritz yet, I like a mint on my pillow too, but they simply went from a motel 6 to a Holiday Inn.

    I would have to agree with you that the price point of C is very sexy. I don't put too much stock that they had 900 sales reps running around, it helps somewhat, but what good does that do if people can't afford it. It's all about the price.

    Contrave Euro date tomorrow?
    Dec 15, 2014. 04:37 PM | 1 Like Like |Link to Comment
  • Belviq Sales About What Was Expected For Thanksgiving Week [View article]
    Spencer,

    Call it what you will. Weekly, monthly holiday excuses...they are still excuses.

    Insurance is the legitimate excuse. Someone on SA wrote a piece that talks about the ACA and Medicare problems/solutions. They have a complete opposite view from yours. The article is about the ACA opening up the door to coverage for these drugs. You have stated many times that the ACA will close that door. Something different:

    http://seekingalpha.co...
    Dec 11, 2014. 08:11 PM | Likes Like |Link to Comment
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