no.. it's not. Kutz, you got FDA approval of lorcaserin right, congrats. You deserve credit. But let's look at the track record since. You thought CHMP/EMA approval - didn't happen, you thought big jump in pps for ARNA after DEA scheduling - didn't happen, you thought no REMS mod for Qsymia - didn't happen, you thought few doctors would prescribe Qsymia - 15,000 physicians have. Mabe your judgement isn't a sound as you think it to be.
I was way off on the script growth for Qsymia but I've figured out at least one major cause using objective data, consumer awareness. There is none. For Belviq the situation is far far worse. The gap from FDA appproval for Belviq and national news to 11 months later can not be over stated. There is near zero consumer awareness of Belviq. Yoiu live a breath ARNA but that is not the real world. The only driver of demand for Belivq for months to come will be physicians. While I'm sure there are a few hundred doctors chomping at the chance to prescribe Belviq and they have 20 patients each but there are not 1000's of doctors. Study google trends man, focus on US search volume, look at ARNA, VVUS, Belviq and Qsymia for the past 90 days, compare the search volume against things you know. ARNA is a retail investor bubble. There are a couple thousand retial investors. Outside ot this bubble Belviq is a complete unknown.