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.
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.
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Qnexa is obsolete - doctors will prescribe BelViq + Phen and the qnexa combo is worthless and less effective.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.
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.
The Facebook Effect On Arena's Belviq Sales And Why It Will Ultimately Dwarf Anything Eisai Does [View article]
The Vivus Exit Continues [View article]
A Valuation Model For Arena's Belviq [View article]
My Very Conservative Revenue Model For Vivus [View article]
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.
Arena Transfers BELVIQ To Eisai - What It Means [View article]
Arena Pharmaceuticals Files A Prospectus Supplement - Should Investors Be Concerned? [View article]
2 Riskier Pharma Plays For The Aggressive Investor [View article]
Arena: Bears Have It All Wrong [View article]
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]