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johndaly

johndaly
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  • Belviq For Smoking Cessation - Sizzle Or Smolder? [View article]
    it is interesting to see some real-world commentary on Chantix, this is illuminating: http://bit.ly/1EGtCnJ
    Nov 14, 2014. 07:39 PM | 1 Like Like |Link to Comment
  • Arena Conference Call Sets Stage For Near Term Equity Movement [View article]
    looks like you were off a bit. they actually made a profit.
    Aug 1, 2014. 09:18 AM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2013. 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, 2013. 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, 2013. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 10:11 PM | 1 Like Like |Link to Comment
COMMENTS STATS
17 Comments
65 Likes