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  • Arena Script Sales Close Out Quarter On Positive Note [View article]
    Spencer, do you happen to have the timelines of the BelPhen study?
    Apr 5, 2014. 02:39 PM | 2 Likes Like |Link to Comment
  • Massive Revenue Expected From Amazon, How Big Will The Margins Be? [View article]
    missed on revenues
    missed on profits
    keep lowering 1H14 forecast

    bubble
    Jan 30, 2014. 06:05 PM | Likes Like |Link to Comment
  • Arena Investors Await Strong Sales Data [View article]
    Spencer, what is your "other bio equity" you are referring to? is it still a buy after +400%?
    Jan 25, 2014. 03:29 AM | 1 Like Like |Link to Comment
  • Weekly IMS data for key weight-loss drugs [View news story]
    thank you for quickly correcting the data
    Oct 4, 2013. 01:56 PM | Likes Like |Link to Comment
  • Weekly IMS data for key weight-loss drugs [View news story]
    Please correct to:

    $ARNA Belviq TRx at 4,045: UP ~1.5% wk/wk;
    $VVUS Qsymia TRX at 10,480: down ~3% wk/wk.
    (per IMS script data for the wk ending 09/27)

    BELVIQ IS UP!
    Oct 4, 2013. 12:47 PM | 2 Likes Like |Link to Comment
  • For Arena, Belviq Refills Are Becoming Key [View article]
    Spencer, I have you on record with a $8.50 "fair value" for ARNA. Are you still there?
    Sep 29, 2013. 10:28 AM | 2 Likes Like |Link to Comment
  • 3 More Things You Need To Know About Amazon.com [View article]
    back to early 2000 ... ding-dong ... ding-dong
    Sep 29, 2013. 07:37 AM | Likes Like |Link to Comment
  • Arena's Belviq Sales Dip On Holiday Week [View article]
    Murphy rec ARNA around the time that you + friends have been heavily shorting it -- at sub-$2 -- not too bad.

    I cannot recall when Murphey rec'd DNDN, but it was definitely at single-digits and his followers had plenty of opportunities to sell at double-digits. Some unfortunate DNDN shorts covered at double-digits after shorting at single digits. OOOOOPS...

    So for the record, PEH, what is your call TODAY re ARNA=$6, regardless of your current position?
    Sep 14, 2013. 05:18 AM | Likes Like |Link to Comment
  • Arena's Belviq Sales Dip On Holiday Week [View article]
    spencer, would you RECOMMEND your readers to buy ARNA as your pps target is 50% our current level?
    Sep 13, 2013. 06:38 PM | 1 Like Like |Link to Comment
  • Arena's Belviq Sales Dip On Holiday Week [View article]
    ... blah blah blah ...

    FWIW, I see the sub-$6 as a wonderful opportunity to accumulate ARNA shares as I have very little doubt that Belviq works and that given better weather, less holidays, more insurance coverage and more people hearing about B's success stories the numbers will eventually skyrocket.

    Heck, there are over 100,000,000 overweight americans and Belviq seems to do MORE than just weight loss.


    Spencer, are YOU adding too given your $8.50 price target?
    Sep 13, 2013. 11:53 AM | 16 Likes Like |Link to Comment
  • Belviq TRx falls 14% w/w [View news story]
    short working week so # is OK

    the data in the next 2-3 weeks will be interesting
    Sep 13, 2013. 10:40 AM | 5 Likes Like |Link to Comment
  • Arena Week 11 Sales Up Big [View article]
    Spencer, do you happen to have the NRx and refill numbers?
    Aug 30, 2013. 02:05 PM | 1 Like Like |Link to Comment
  • Is Arena A Buy Near 52-Week Lows? [View article]
    I am adding more ultra cheap 2015 OOM call spreads on every WED/THU of a down-week. Will be adding more today.
    Aug 29, 2013. 08:54 AM | Likes Like |Link to Comment
  • Biolase CEO Takes Dead Aim At Naked Short Sellers - Main Street Cheers [View article]
    who performs the "stock dividend audit"?
    what were the results of said audit in BIOL case?
    Aug 20, 2013. 06:51 AM | 3 Likes Like |Link to Comment
  • Arena Sales Pace - Week 7 [View article]
    the "$200 million by March 31st of 2014 and the $150 million by the end of this year" means that 1Q14 would yield $50M whereas $150M projected for 3Q13 & 4Q13 combined - and this never made sense to me. Therefore, removing these pointless targets from your analysis was the right thing to do.

    I don't worry about the LT gross/net. The short term is not really relevant (except for tracking the analysts :-) )

    So thank you Spencer for putting these charts (and also for your great piece on Ellie Winker the other day).
    Aug 2, 2013. 03:05 PM | 1 Like Like |Link to Comment
COMMENTS STATS
215 Comments
356 Likes