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johndaly

johndaly
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  • Why The Federal Employees Health Benefits Letter Is A Big Deal For Belviq [View article]
    Excellent information as always S9 - thanks for getting it out there!
    Apr 9 10:53 PM | 2 Likes Like |Link to Comment
  • Arena Pharmaceuticals: 4 Different Insiders Have Sold Shares This Year [View article]
    oops, someone woke up on the wrong side of the trade.
    Jan 15 09:34 AM | 2 Likes Like |Link to Comment
  • Arena Marches Up - Belviq Sales Show Traction [View article]
    half the country is frozen, do you expect that will have a measureable impact?
    Jan 10 04:02 PM | 3 Likes Like |Link to Comment
  • What Investors Need To Know About The Efficacy Of Belviq [View article]
    Thanks for setting the record straight and presenting the facts.
    Jun 17 12:06 PM | 24 Likes Like |Link to Comment
  • Arena Is Still A Great Short [View article]
    A good way to save money is to prevent obesity from progressing to Diabetes, and Belviq will help there, as well as helping some diabetics go back.
    May 24 06:56 PM | 1 Like Like |Link to Comment
  • The Facebook Effect On Arena's Belviq Sales And Why It Will Ultimately Dwarf Anything Eisai Does [View article]
    you can bet their thousands and thousands of investors do....
    May 21 11:31 AM | 1 Like Like |Link to Comment
  • The Vivus Exit Continues [View article]
    Nice article! I was curious about whether there were limits on the advertising/marketing that Vivus was allowed to do, and whether those same restrictions would apply.
    Oct 31 06:57 PM | Likes Like |Link to Comment
  • A Valuation Model For Arena's Belviq [View article]
    Thanks for the well-written article and for the model - it is well thought out. The persistant will prosper with this stock.
    Aug 2 11:37 AM | 8 Likes Like |Link to Comment
  • My Very Conservative Revenue Model For Vivus [View article]
    Vivus has very little pricing power with their drug, while at the same time they need to fund 10 studies.
    It just isn't a good business - no good way to build an economic moat.
    and a doctor prescribing Belviq and generic phentermine wi;; easily get better results than what you are going to see with the Vivus product.
    Jul 30 11:56 PM | Likes Like |Link to Comment
  • Arena Transfers BELVIQ To Eisai - What It Means [View article]
    thanks for another informative article, Red.
    Jul 30 10:56 AM | 2 Likes Like |Link to Comment
  • Arena Pharmaceuticals Files A Prospectus Supplement - Should Investors Be Concerned? [View article]
    good job clarifying this, Red. thanks!
    Jul 24 02:19 PM | 4 Likes Like |Link to Comment
  • 2 Riskier Pharma Plays For The Aggressive Investor [View article]
    Qnexa is obsolete - doctors will prescribe BelViq + Phen and the qnexa combo is worthless and less effective. Arena owns the patent for this combo so a convenient combo pill may come in the future.
    Jun 29 12:15 PM | 2 Likes Like |Link to Comment
  • Arena: Bears Have It All Wrong [View article]
    he'd be up another 350% if he did. Just sayin'...
    Jun 25 10:11 PM | 1 Like Like |Link to Comment
  • Trading halted after Dendreon (DNDN +14.8%) shares surge on news that the FDA approves its drug to treat advanced prostate cancer. The biotech firm says it will make Provenge available through about 50 clinical centers and plans to increase manufacturing capacity over the next year. (PR)  [View news story]
    I have not spent enough time analyzing post-FDA-approval-pops in bio pharma stocks, do they usually trend 1 direction or another for a while, or is the smart strategy to dump? It is my best this year as well, outside of aapl.
    Apr 29 09:36 PM | Likes Like |Link to Comment
COMMENTS STATS
15 Comments
64 Likes