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oneotherfool

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  • FDA OK's restart of Sunshine Heart's COUNTER HF study [View news story]
    It's dong its thing where it fades on every pre-market pop. It has been a pattern with any good news $SSH gets. Some sellers step in, and keep a lid on it.

    Fundamentally, yes, this pause caused about 3-4 month delay (taking into consideration the fact that sites will need up to 4 weeks to fully come online and be ready for enrollments.)

    $SSH was trading at ~$5.5 prior to the interim analysis approval, after they had secured financing mid Feb. On the Interim analysis announcement, shares spiked as high as $6.9, but then news was sold into as there was a clear indication that somebody knew something (the trial halt)... With everything back to normal now, and factoring-in the delay, it doesn't make sense that it would trade in the low $4s.... but the market may take some time to figure that out.... As traders exit with no more "FDA catalysts" on the horizon, it might happen soon enough...
    May 26, 2015. 12:08 PM | 6 Likes Like |Link to Comment
  • FDA OK's restart of Sunshine Heart's COUNTER HF study [View news story]
    LOL, he'll probably appear soon with 19893497 posts of the same BS.
    May 26, 2015. 08:52 AM | 2 Likes Like |Link to Comment
  • Notable earnings before Tuesday’s open [View news story]
    $SSH should be added to the list!
    May 4, 2015. 06:26 PM | 1 Like Like |Link to Comment
  • Belviq Adverse Events Q3 Of 2014 [View instapost]
    What else was he/she on? 11? LOL...

    Thanks for sharing this, Spencer.
    Apr 22, 2015. 12:35 AM | Likes Like |Link to Comment
  • Astec beats by $0.08, beats on revenue [View news story]
    Where did you see a drop? 0 shares have traded and the bid/ask are nominal.
    Apr 21, 2015. 09:16 AM | Likes Like |Link to Comment
  • Arena secures new Belviq patent; Eisai cuts sales force [View news story]
    Thanks Douglas!
    Apr 10, 2015. 02:18 PM | 1 Like Like |Link to Comment
  • Arena secures new Belviq patent; Eisai cuts sales force [View news story]
    Yet, the stock is up! LOL, go figure!
    Apr 10, 2015. 10:11 AM | 3 Likes Like |Link to Comment
  • Arena secures new Belviq patent; Eisai cuts sales force [View news story]
    Man, would it kill them to put out a clear PR with the total number of reps?!! Why leave it up to interpretation?

    "As part of this restructuring, Eisai has informed us that it will have a new Neurology Sales Force consisting of 90 sales representatives that will promote BELVIQ and two other Eisai products and a shared contract field force of 230 representatives to promote BELVIQ on behalf of Eisai and another product on behalf of another pharmaceutical company."

    Or maybe it's clear? It looks like SA interpreted this as the 600 reps are gone, and there will only be 230+90=320 reps for Belviq.
    I initially took this to mean that a 25% cut to the 600 is 450 reps from Eisai, PLUS the above 320=770.... I'm probably wrong.
    Apr 10, 2015. 09:47 AM | 4 Likes Like |Link to Comment
  • Arena - Belviq Television Advertising Disappointing In March [View article]
    Here's wishful thinking that's not gonna happen, for entertaining purposes :)

    Starting next Monday, 1. Eisai will announce Sales Rep increase back to 600 (or more). 2. Eisai will air a new ad for belviq. 3. Eisai will increase the rate at which tv ads are aired by 2x, quarter of which will be during prime time.

    Thanks for the update, Spencer.
    Apr 2, 2015. 08:56 PM | 2 Likes Like |Link to Comment
  • IRS: Capital LOSSES And Carry Over Rules [View instapost]
    Here's the IRS source.

    http://1.usa.gov/1E7b2tr

    Check "Capital Losses" paragraph.... In short, you and your CPA seem to be correct!
    Mar 26, 2015. 08:04 PM | Likes Like |Link to Comment
  • Arena: Belviq Scripts See Modest Rise, Revenue Story Not Promising [View article]
    Another good article Spencer.

    Bottom line is, the way I see it, Eisai's marketing strategy is disappointing to say the least. Probably "failure" is a better word for it... Trying different things here and there. Here are a few that I can think of:

    *First mistake was the weak launch, both in sales rep and frequency of ads.
    *Second mistake was the virtual absence of prime time ads.
    *Third, probably not a lot of people agree with this one, discounting was over done. They would have probably gotten away with a softer discount... Maybe pricing is not much of an issue... Maybe trying to reach more people is the answer, which circles back to bad marketing strategy.
    *Fourth, the constant strategy shift, which shows lack of focus and lack commitment to making one strategy work.

    Yes, it does look like throwing "good money after bad money"...that's because they managed it so poorly. It felt like, at every stage of the game, "let's try to spend the least amount of money possible and see if it works... If it doesn't let's shift and change more than one variable at a time, so that we don't understand what the hell is going on"....
    Why on earth did they both (Arena and Eisai) agree to expand their partnership across the world is beyond me?!! Note that some of the blame falls on Arena too... They are being very passive, especially with letting the street project such a HIGH projections... That and the famous CEO sale was a horrific move.
    Yes, I acknowledge that insurance coverage would help, but I'm talking about the missteps here.

    Sorry for the rant... Just expressing things the way I see them at this point. Agree about the smoking and potential. That's the only reason I hold this equity at this point. That and the slow growth seems to be well absorbed at this point and priced in. But I've been wrong before :)!
    Mar 24, 2015. 11:55 PM | Likes Like |Link to Comment
  • Navidea Pharmaceuticals: An Update On My $2 Biotech Lottery Ticket [View article]
    Yeah I read that. Why would you set such a plan at such an early stage like that?! Really? Can't wait a year to "diversify"? Are you kidding me?....I don't have the document handy, but I believe it said something about the percentage of his holdings. I think it's something like less than 11% of his stake only... So it's not that bad.
    Mar 20, 2015. 11:34 AM | Likes Like |Link to Comment
  • Investing In LeapFrog Enterprises Requires A Leap Of Faith [View article]
    I was wondering what brought it down from the support at $2.3s on Monday, down to the $2.10, it turns out insiders were helping with their vested shares.
    Mar 18, 2015. 08:42 PM | 1 Like Like |Link to Comment
  • Navidea Pharmaceuticals: An Update On My $2 Biotech Lottery Ticket [View article]
    Yes, thanks Banzai for the nice research!...
    The only thing I have to say is that since the OCT approval and the new CEO, they have shifted market focus to target the surgical oncologist etc... So the "target numbers" that were mentioned as of Q1 and Q2 of 2014 may no longer apply.
    Mar 12, 2015. 11:15 AM | Likes Like |Link to Comment
  • The oil price decline could get ugly again soon, analysts warn [View news story]
    Sh*t, I was bullish until I read your comment.
    Mar 11, 2015. 07:17 PM | 34 Likes Like |Link to Comment
COMMENTS STATS
236 Comments
390 Likes