If you're interested in the obesity space, why would anyone buy Arena over Vivus given the relative valuations? Makes no sense.
Belviq will be introduced at $200/rx. Thats insane. Will be less than half that for at least first year. And Arena only receives ~33% of revs, payment from Eisai is not based on rx numbers.
Arena/Eisai will be over 6 months behind Vivus in coming to market
If valuations were equal, then fine, its a toss-up between ARNA and VVUS. But given the discount in VVUS, how can anyone not at least allocate some of their investment in VVUS?
Cue Areniac angry but clueless responses in 3, 2, 1....
Lets think it through. Vivus just reported sales of $4.1M so multiply that by 4 quarters and that is $16.4M for the year. ARNA will make $65M on this day next month. That is more than 4x the annual revenue of Qsymia projected without any competition. Add sales of Belviq on top of that. ARNA is queued up to get more than $1B from Eisai making a buyout by Eisai compelling so they don't have to pay it.
No matter how you look at it, ARNA is the better buy.
it is too funny to me that these moronic bashers seem to overlook the 65 million payment coming up. They fail to realize that no Dr. wants to damage people with Q when they can give them Belviq. But hey bashers will continue to try to scare people who do not know any better into selling the stock of what will soon be the only pill in the game. Idiots.