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  • Advertising And The Belviq Re-Launch [View article]
    Spencer, thanks for the data. That is interesting. To your point, If I'm going to get a new car/new insurance, I will likely check and get a quote from Geico. Whether I go with them or not is a different story (might find that Progressive are cheaper for me). But I at least was aware of them and checked them. I'm not saying we need 3 ads each prime time hour of each day. I also don't understand why we have 1 prime time ad a week.

    What are we missing here? What is Eisai's strategy? (rhetorical questions).

    FWIW, I'm still long a good portion. I sold some right after Mr CEO's massive sell. (Not sure why I didn't sell more.)...I do agree that these are attractive prices here. I'm actually monitoring for an ad. I just can't bring myself to do it, before I see some reason other than TA. I know I might be too late if we get a bounce in anticipation for smoking cessation trial results.

    As always, thanks for your valuable work!
    Aug 25 05:56 PM | 1 Like Like |Link to Comment
  • Advertising And The Belviq Re-Launch [View article]
    "Serious players and the big boys do not advertise in these time slots. Certainly they must have some sort of strategy, but I think it is not yet up to par with bigger players."

    Exactly!...Why on earth do we have Week 2 (relaunch) and week 6 with 1 (really?? 1??) prime time ads. Then a couple other weeks with 2 prime time ads. This is not good. If consumers aren't aware of Belviq, Drs aren't going to bring it up no matter how many reps go to him. That's just my opinion. Nobody is aware of Belviq. For all we know, Orex could get approved, and start with over 600 reps, and will flood TV with ads (at time slots that actually matter). I might be missing something, but this whole re-launch thing is disappointing. I get that Eisai need to make money too, but nobody will make money if the consumer isn't aware of an FDA approved Drug.
    Aug 25 04:21 PM | 3 Likes Like |Link to Comment
  • Anti-Obesity And Insurance Coverage [View instapost]
    Outstanding work, Spencer! Thank you!
    Aug 14 12:04 AM | 1 Like Like |Link to Comment
  • Premarket Gainers / Losers [View news story]
    Thanks for the follow up Jason. It's always nice to hear an acknowledgement of an issue, when it happens. Thanks for all the great work you do on the Market Currents!
    Jul 21 06:30 PM | Likes Like |Link to Comment
  • Premarket Gainers / Losers [View news story]
    Not just $NQ, even $AMD....I rushed to check $AMD and possibly place an order. It appears that it never dipped below $3.75 on the 1 min chart. Can't find anything below on NASDAQ. Weird....

    Careful there SA, you might cause somebody a heart-attack someday on a false alarm.
    Jul 21 09:28 AM | 1 Like Like |Link to Comment
  • Arena Stock Rises With Expected Jump In Belviq Sales [View article]
    Spencer, thank always.
    Jul 19 07:24 PM | Likes Like |Link to Comment
  • Navidea Biopharmaceuticals' (NAVB) CEO Michael Goldberg on Investor Briefing on Sentinel Lymph Node Biopsy in Head & Neck Cancers (Transcript) [View article]
    Thank you SA!
    Jul 8 08:49 PM | 1 Like Like |Link to Comment
  • Arena Needs To Hold Eisai Accountable For Re-Launch Of Belviq [View article]
    Wow, I'm shocked by that iSpot chart you put togethere. Why on earth are they airing the majority of the ads between 12-5am?? Ok, I get it's cheaper, but what's the point, if you're really throwing the money away (unless it's for free---It's not though)? Do we need to remind them that they're not on China time?...Even if an ad could be ran 4 times between 3-4 am, for the same cost of running one time at 8pm, I'd run it at 8pm. (not sure what's the actual price difference, but you get the point).
    Jul 1 07:23 PM | 8 Likes Like |Link to Comment
  • Questcor: Another Serious Reason To Be A Skeptic [View article]
    Mongoose, it's a lost cause at this point to expect one to stop when he's in too deep (not necessarily with a position).

    QTR, the "insane" people you speak of did actually ask all the questions, and to Mongoose's point, they got their answers.....Those same people have cashed in on over 100% profits since the starts of the shorts shenanigans. They cashed in on 30%+ since you started your bear wave of articles. I'd refer you to one of the posts on here about "insanity" (doing the same thing...). In this case, rehashing the same article over and over, and expect different results.
    Jun 17 07:43 PM | 2 Likes Like |Link to Comment
  • What Will It Take For Arena Stock To Rise? [View article]
    Great article, Spencer. Also, happy to read/see that the majority of the comments are now more on the rational side. Some comments that are actually worth reading and replying to and discussing. It's always a good sign when unrealistic investors are quieter. One would hope that they sold and got it over with.
    Jun 17 12:54 AM | 2 Likes Like |Link to Comment
  • Reports: Apple facing EU tax probe, building huge ad team [View news story]
    Lol, 1980!
    Jun 10 10:39 PM | Likes Like |Link to Comment
  • Arena down as SA author highlights 'multiple red flags' [View news story]
    I too, am surprised that SA seemed to be proud of such a piece to post such a strange headline.
    Jun 6 06:27 PM | 2 Likes Like |Link to Comment
  • Arena down as SA author highlights 'multiple red flags' [View news story]
    Just put a bid at $1.26. I won't be too greedy and wait for $1.25. Go ahead, please make me rich "Pump Stopper".
    Jun 6 02:50 PM | 5 Likes Like |Link to Comment
  • Arena's Belviq Catching On With Doctors [View article]
    "Needless to say, the error in the slide shifted the focus of many to the wrong number."

    That threw me off too when reading the transcript. Thanks for following up on that, Spencer!
    Jun 3 05:01 PM | 2 Likes Like |Link to Comment
  • FireEye +7%; Nomura reiterates Buy ahead of lockup expiration [View news story]
    Not that 68% is in anyway a low number, but $ZU had 90% of its outstanding shares become eligible for sale on the lockup expiry. Will be interesting indeed.
    May 19 05:40 PM | 1 Like Like |Link to Comment