"People overestimate the way these drugs are going to take off," remarked Craig Audet, Arena’s senior vice president of operations. He noted that Eisai isn’t targeting patients looking for a "quick fix," but is seeking people committed to a lifestyle change with the medicine to improve their health. (source March "20 Uptake of obesity drugs facing pricing, safety hurdles in US: report " - FirstWorld Pharma
This doesn't sound like Eisai will be running Super Bowl ads and the like anytime soon? Appears Eisai is going to take similar launch approach to Vivus.
Eisai is going to promote to the same audience as did VVUS.
VVUS 150 reps
Eisai 200 reps
The only temp advantage for Belviq is distribution through retail pharmacy if it ever gets scheduled.
That will be short lived with the approval of the modified REMS requested by the FDA and expected in April.
That was pieces of 2 presentations from last year and January put together to try to make implicate. For the most part, the conservative safe path to success is correct in bio-technology!
Sentiment: Strong Buy