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oneotherfool

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  • EIA Natural Gas Inventory [View news story]
    rplidder,

    The number that's reported here is not the inventory number, it's the net decline of inventory. In other words, it declined by 94bcf this week, vs declining 216 bcf last week. The expectations for this week week were a decline of 110bcf (I believe).

    So the decline was less than they expected it would be, hence the drop in price. (more invenory than anticipated).

    Note to SA: There's typo there. Futures are at $2.68 not $2.86. They're down 5%.
    Jan 29, 2015. 12:30 PM | 8 Likes Like |Link to Comment
  • Clouds Still Mar Sunshine Heart's Outlook [View article]
    Would be interesting to hear how their meeting yesterday with the FDA went. I'm surprised we haven't seen a PR out yet. Maybe we'd get one on Tuesday morning?

    Bearcrushed:

    "I will always be here, offering a voice of REASON and MATURITY. Thank you."

    That's fine. But please don't start spamming the article with redundant replies. Thanks!
    Jan 16, 2015. 04:45 PM | 5 Likes Like |Link to Comment
  • New finance chief at Sunshine Heart [View news story]
    That's some good DD guys! :)
    Jan 12, 2015. 08:15 PM | Likes Like |Link to Comment
  • Arena Investors Should Watch New Pricing Of Belviq Closely [View article]
    Spencer,
    I find that the related sentence in the PR reads funny.

    "Additionally, Eisai plans to expand its consumer outreach efforts, and the BELVIQ sales force will consist of 450 representatives strategically focused on health care providers who may prescribe pharmacotherapy for weight management."

    I agree with you about putting "positive spin". To state that you're planning on "Expanding" the consumer outreach efforts, but then lower the number of reps in that same sentence sounds really weird.

    I always wish it was easy to contact them and get an answer/clarification. I mean it's clear that they said "will consist of 450". But I'd like to hear how is that looked at as "expansion".
    Jan 9, 2015. 05:35 PM | Likes Like |Link to Comment
  • Belviq Q2 2014 Adverse Events Published [View instapost]
    Gotcha....this comment probably belongs to the other instablog that I just read, but congrats on averaging all the way down to the mid-3s after you started back your position...Really happy for you; you more than earned/deserved it for all the work you do covering the equity....The cheapest shares I hold are from $3.72. Missed out on buying one last time below $3.5 as I planned...Oh well, great move nonetheless. I'm also enjoying moves in other bios I hold. It has been a great couple of months for me.
    Jan 8, 2015. 11:36 PM | Likes Like |Link to Comment
  • Belviq Q2 2014 Adverse Events Published [View instapost]
    Yea, I still feel like it's very subjective. I get that they have to list it (again, I'm not just talking about Belviq). Was just wondering if you knew more about it. Thanks again.
    Jan 8, 2015. 10:27 PM | Likes Like |Link to Comment
  • Belviq Q2 2014 Adverse Events Published [View instapost]
    Spencer,

    In general, and I'm not asking for just Belviq, is there a procedure that's followed to ensure (to the best of their ability) that said adverse event is actually caused by the drug?
    I mean anything from "headache" to "suicidal thoughts". For example, when a suicidal ideation comes from 1/138K (or even more if you count Q1's scripts), how can one correlate it to the drug?

    Edit: Thanks for sharing the data, and putting it in context, by the way.
    Jan 8, 2015. 10:00 PM | Likes Like |Link to Comment
  • Arena Spikes On Pipeline News [View article]
    Spencer, I agree that this specific catalyst probably doesn't deserve this move. But remember this stock has been beaten down all of 2014. We were in the high 4s at the end of 2014 after some recent news. At the time, it wasn't overbought. Stock had no business trading back in the low 3s as if none of the news happened ( smoking cessation etc....).

    So this move today, to me, just indicated that, now that tax selling is over, whoever was waiting on the sidelines for the selling and downtrend to end, isn't anymore, which triggering a short squeeze. Better yet, some institutions who were short have probably covered and turned long leaving "new shorts" holding the bag. I bet you we will still see a high short interest for the week ending 1/15. They wont magically disappear. A lot of retail have been flushed out too. So stock is ready to move. Right now low 3s are double bottom so technically we look ok....

    Again, somebody might know something coming soon wether regarding the smoking cessation or not. Yes the stock will retreat, when the volume dries up; it is only natural. We won't be coming back to where we were would be my guess. We don't even know if the move has ended yet, who knows we may breach $6 tomorrow and the retrace will be just back to $5.75, when/if it does.

    one can look at the recent $idra move from $2 to $4 and now to $5. Everybody was talking about a retreat. Stock declined to $3.5 briefly and then continued upwards. I have a feeling we are in a similar situation. I apologize if I sound redundant. Kinda doing a brain dump typing on an ipad.
    Jan 7, 2015. 08:20 PM | 8 Likes Like |Link to Comment
  • New finance chief at Sunshine Heart [View news story]
    I guess better late than never! That happened on Monday morning.
    Jan 7, 2015. 07:20 PM | 1 Like Like |Link to Comment
  • Arena Spikes On Pipeline News [View article]
    Guys, don't forget that the volume today was 30 times ave volume. That's not 3! That's 30X. 107million, so this is not just retail "chasing". I don't expect it to give back much of the gains. If it did, it would be your "profit taking" and won't last long.

    Now the reason behind a 30x volume might be "something else brewing" as Jim said. We shall see.
    Jan 7, 2015. 04:22 PM | 2 Likes Like |Link to Comment
  • 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.
    Thanks!
    Dec 19, 2014. 04:31 PM | 2 Likes 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 | 1 Like Like |Link to Comment
  • Belviq Television Ads Have Stopped [View instapost]
    haha perfect!!
    Dec 19, 2014. 11:50 AM | 1 Like Like |Link to Comment
COMMENTS STATS
188 Comments
309 Likes