Data on Qysmia continues to be overwhelmingly positive. It is by far the most effective weight loss drug and will eventually have Lipitor type sales despite of the competition. More managed care companies will certainly pick up coverage of the drug, subscriptions may have been slow given the roll-out by mail but that will begin to change quickly as physicians continue to read the data and the patient out-of-pocket cost comes down with greater reimbursement. Within 6 months, the drug will be fully covered by all major managed care institutions and distribution will be widespread.
Valuation continues to be extremely compelling, and based on a short-term and uninformed view of Qysmia for weight loss, no valuation given to Stendra, and no valuation given to Qysmia's impact on diabetes and sleep apnea.
VVUS will be a $50+ stock by the end of 2013, if not acquired before that by either Pfizer or J&J.
Hopefully so .... I just found it annoying to see that VVUS always move down more and move up less compare to ARNA ! Is VVUS a setup ? ARNA has no sales yet and the drug is not as efficient as Qsymia according to study (about half as effiecient but almost twice the value and its stock appears to be stronger without saling a single Belviq pill !).