Given that -today- VVUS is up over .20 cents currently (now, with litigation news) and ARNA only .04, I would have to say that the debate must be verry, VERY genteel and still in a very beginning level.
I can only tell you what my friends are debating. Many are still in VVUS, hoping for a FM win, and friday numbers that show continued growth. I cycled out of VVUs about four months ago because of concern about their debt, and pathway to profitability. If you believe in the sector (I do), a smart investor looks at all the players.