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  • Belviq Television Ads Resume [View instapost]
    Thanks again Spencer!

    One other possibility could be that they wanted to test the lack of advertising effect on scripts....But it would be silly to do that at the most important time of the year, ahead of the new year!... I'm really curious now to find out why. I'm inclined to send an email to ARNA, but they probably won't reply. Or if they did, they'll refer me to Eisai.
    Dec 22, 2014. 09:19 AM | Likes Like |Link to Comment
  • Belviq Television Ads Have Stopped [View instapost]
    Thank you Spencer! Appreciate the update. Did they resume with the same old ad?
    Dec 22, 2014. 09:09 AM | Likes Like |Link to Comment
  • LeapFrog's New Products Are Not Helping Them [View article]
    Yea, I'd like to get some color on that from the Author as well.

    Also, I don't see any disclosure by the Author. It would be great if that was added.
    Dec 19, 2014. 04:31 PM | 1 Like Like |Link to Comment
  • Belviq Television Ads Have Stopped [View instapost]
    hahaha, no complaints!...I won't be trading on this event :)
    Dec 19, 2014. 12:08 PM | Likes Like |Link to Comment
  • Belviq Television Ads Have Stopped [View instapost]
    haha perfect!!
    Dec 19, 2014. 11:50 AM | Likes Like |Link to Comment
  • Belviq Television Ads Have Stopped [View instapost]

    Now that you've alerted us, if things change and they do start to advertise again, are you going to alert us "freeloaders" as soon as you find out? I understand that it would be fair if you alert your paid users first....Just asking, not requesting that you do one way or the other....Thanks again!

    Dec 19, 2014. 11:00 AM | Likes Like |Link to Comment
  • Belviq Television Ads Have Stopped [View instapost]
    Thanks for the alert Spencer....this is weird! Hope it gets addressed asap!!
    Dec 18, 2014. 10:01 PM | Likes Like |Link to Comment
  • Thoratec: At The Heart Of A Health-Related Investment Strategy [View article]
    Thank you Robert. I appreciate the detailed response.
    Dec 4, 2014. 09:21 AM | Likes Like |Link to Comment
  • Thoratec: At The Heart Of A Health-Related Investment Strategy [View article]
    Hi Robert,

    I was just checking the December presentation from Sunshine Heart. Not sure if you have taken a look at it yet. Here's the link .
    Any comments on the presentation? Were you able to pick up anything that wasn't known? I have a few questions myself, if you've got the time.
    1. They say on Slide 10 "CMS confirmed reimbursement of Cā€Pulse procedures to all qualifying sites; Cardiomems has received reimbursement add-on code"... I don't think they have announced this before, right?
    2. They state on that same slide "Interim analysis to potentially reduce timelines proposed to FDA". However, during the last CC, they stated "We expect to have a decision from the FDA by the end of the 2014 calendar year.".....Do you think it's still possible to hear by the EOY? or was the wording in the presentation (not including a date) a code for it might take longer?
    Any additional insight you've picked up from the presentation and are willing to share would be greatly appreciated.

    Thanks for your covering SSH.
    Dec 4, 2014. 12:10 AM | Likes Like |Link to Comment
  • Belviq Approaches 10,000 Ads Aired [View article]
    Gotcha! Thank you Spencer!
    Dec 1, 2014. 04:19 PM | Likes Like |Link to Comment
  • Belviq Approaches 10,000 Ads Aired [View article]
    " Investors will want to pay attention through the end of the year to see if Eisai is going to ramp up ads heading into weight loss season."

    That's exactly what I want to pay attention to. I hope they do!

    On that subject, when looking no the ISpot website page for belviq (see link below). It says the number of airings are "7850". Is this an old number because I'm not a member? How often do they update this number on that page (w/out subscription). If you don't know it's okay, just asking in case you happen to know.

    Dec 1, 2014. 03:21 PM | Likes Like |Link to Comment
  • Belviq And Smoking Cessation - Clearing The Air [View article]
    "Can't wait to see the design of the next study".

    Spencer, when do you think is a realistic time to expect to see that? Is it likely to be announced before Q4 results? Was looking back at transcripts to try and get a feel of a time frame, but didn't find anything.

    Nov 24, 2014. 10:54 PM | Likes Like |Link to Comment
  • Arena Pharmaceuticals: Belviq Sales Take A Modest Dip With Holiday [View article]
    I also agree that the story of Belviq for weight loss will be a lot clearer by the end of Q1... Do not agree that it will be a "do or die" yet though for the company. I will be interested to see what will be done for smoking cessation in terms of trials and results etc....that will affect the Belviq story.

    I'd like to see a lot more TV adv. to close the year, in preperation for the new year resolutions crew!

    Thanks Spencer!
    Nov 23, 2014. 05:13 AM | 2 Likes Like |Link to Comment
  • 2 Small Biotech Plays Moving Up On Positive News [View article]
    Question for you...Any idea why "The company plans to launch the product in certain major markets in 2015". They've probably addressed this in a CC but I just don't recall. I mean haven't we been anticipating Europe for about year now? Why "later in 2015"? I understand they're going to roll it in an organized fashion and I really like that the CEO is experienced in this area and that he has all that planned out. But why are we not ready to roll?
    Nov 20, 2014. 02:55 PM | Likes Like |Link to Comment
  • The Naive Arena Investor [View instapost]
    If spencer doesn't mind, I'll attempt to answer this question, since I'm getting the notification anyway :)

    jakes, It's not because of the "FIFO". You can call up your broker and specify any lot of shares you want to pick for any sale you make. I can do that online with Fidelity.

    The reason you can't do what you said is the Washsale rule. You can't BUY 30 days BEFORE and AFTER the day you sell. So even if you were extremely good and picked the bottom at $3.30, you can ONLY sell the lot that you bought at $3.30 (because it would be at a gain) to avoid a Wash Sale. You can't take the loss on the old lot, until 30 days has passed from your purchase. Well unless your sell order is for a number of shares that are higher than what you've bought at $3.30. In that case, if what you bought at $3.30 was X shares. And you sold X+Y shares. Your cost basis for the X shares would increase by the amount of the loss you took (per share). Then you can claim the loss on the Y Shares. Does that make sense?
    Nov 19, 2014. 07:23 PM | Likes Like |Link to Comment