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  • A Deeper Look At Arena Anti-Obesity Sales [View article]
    Nice article, Spencer. You're easily the best writer on Arena on the internet.
    Feb 4, 2014. 12:32 PM | 4 Likes Like |Link to Comment
  • Arena's Belviq Prescriptions Flat Week Over Week [View article]
    Sep 7, 2013. 09:59 AM | Likes Like |Link to Comment
  • Arena's Belviq Prescriptions Flat Week Over Week [View article]
    Carl H Flygt
    September 2013

    A remarkable new chemical entity has recently appeared in pharmacies. For the price of a Starbucks Grand Latte a person can swallow a serotonin agonist that produces the willpower to cut daily calorie intake by perhaps 30%. The pill is tradenamed Belviq, it appears to be safe and well-tolerated and insurance companies are beginning to cover its cost.

    The power of this new form of willpower-in-a-bottle should not be underestimated. Belviq is the first chemical introduced into the free market that has a clean and specific effect in the brain. Belviq is 21st century brain science in action. The result is (or can be) a powerful augmentation of the ethical virtues of moderation and self-control. For the first time in history we are seeing science produce moral advantage through chemistry.

    Belviq was developed to help obese and overweight people control impulses and cravings that lead to overconsumption of foodstuffs, and it was approved for this purpose by the FDA in the summer of 2012. If your body-mass index is in the neighborhood of 30, your doctor should be willing to allow you to try it to see if you respond. Generally speaking, your doctor will require of you a commitment to cleaner eating and increased exercise. A reasonable tradeoff, don't you think?

    But the advantages of Belviq may extend substantially beyond weight loss and the improvement in the co-morbidities (cardiovascular problems and diabetes) that typically accompany excess weight. Belviq may be just the ticket to help people with obsessive-compulsive addictions generally. Things like smoking and nail biting, for example. It appears to improve sleep. It may help with fibromyalgia, a painful psychosomatic condition. It may help improve psychiatric conditions.

    Speaking in a grossly simplified way, there are three types of receptor for serotonin in the body. LSD and psilocybin bind the A-receptor. MDMA binds the B-receptor. Belviq (lorcaserin hydrochloride) binds the C-receptor. There is no question that the serotonin section of the brain has a great deal to do with the qualities of experience and consciousness we experience in daily life. Brain science has now managed to find a way to modulate some of our experience and consciousness in a purely beneficial way with a simple organic compound.

    We can expect to see more of this sort of thing as the century progresses.
    Sep 6, 2013. 04:26 PM | 6 Likes Like |Link to Comment
  • The Arena Pipeline Potential [View article]
    Wonderful article.
    May 31, 2013. 08:56 AM | 4 Likes Like |Link to Comment
  • Sirius XM And Arena Pharmaceuticals - More Parallels Than You Think [View article]
    Nice article. I suppose Street expectations on ARNA are being set between now and the beginning of churn, which you put at 3 to 4 months in.
    Keep posting on how you're reading the stocking and prescription numbers!
    May 28, 2013. 03:24 AM | 3 Likes Like |Link to Comment
  • Arena - Good Sales, Bad Sales, Long And Short [View article]
    Smart. I'll click on a Channel Check analysis.
    May 24, 2013. 08:43 AM | Likes Like |Link to Comment
  • Arena Pharmaceuticals - Out To Launch Or Out To Lunch? [View article]
    Good analysis. Seems to me that at $8, market expectations are currently muted. The launch is unlikely to disappoint that.
    May 22, 2013. 09:20 AM | 1 Like Like |Link to Comment