They have no partner and no milestone payments coming. How are they going to continue to finance their research when the outflow of money is so great? They are also saddled with a marketing agreement that obligates them for millions of dollars? EU rejection, REMS, and the inability to market on a grand scale leads one to wonder how they are going to be able to keep the lights on? JMO
Last Q they lost something like $50M with the whole market to themselves...not a very sustainable business model. They need Belviq to hit the market even more than Arena does just to get obese to go to their doctors. When they get there their docs will tell them there is more than one option. In truth, the longer Arena takes to launch marketing the better the chances are VVUS will fold.