I guess A) you should have waited to the 21st to mock him....B) you should have been nicer to him so that he would stick around. Now he's gone and you look silly...half apology and all RR.
Sorry Sp....there’s nothing in the company’s transcripts or PRs that backs your claim. Plus if you look at the trajectory of Qsymia’s scripts in December 2012, they don’t agree with what you’re arguing. Scripts consistently went up, with presumably the same sized sales force in November and December, rather than down. The pitch worked for them last year, regardless of the holiday season. Today’s scripts were bad news…nothing to freak about yet, but certainly there’s no way to spin them as good news or no big deal.
The people who are going to make the most money are those who by calls wisely. Apr $6 at .45 look about right to me....that's a $4.75 sp before Dec. 15.
SP the PR says BY December which means the ramp was to take place in Oct and Nov. Nothing has since been reported by Eisai to suggest the ramp up has been delayed.
The language says BY December which suggests the ramp up was taking place in Oct/Nov. I'm going by what's reported not speculation.
Earlier whispers were B was up 24% from last week suggesting a two week decline of ~3%. But yes, you will notice I hedged in my post, however, the rumors are from a credible source that's typically accurate, even if they do need final confirmation.
Actually the company's PR said reps were to double BY December, not end of December. The sales force is in place....assuming you believe the Oct. PR.
Actually, I said that this is the shorts narrative and right now the market believes them. Reading comprehension is your friend.
Today’s script numbers were a disaster. If confirmed and if next week we are flat again, I see no reason why we won’t see $4.05 pps. Eisai’s sales ramp up is either off to a slow start or ineffective and clearly we should have seen a week over week increase of 35% or about a net 10% gain from two weeks ago.
Is that fair? Should scripts alone determine ARNA’s pps? No. Is ARNA fundamentally a $12 stock? Yes. But the fact remains that longs by and large don’t support the share price and the shorts are in control here. The short narrative, has, unbelievably, convinced the market that slow growth puts ARNA on a path to bankruptcy or irrelevance and until Jack and Co. start defending their company (no one is asking them to pump) publicly the share price is going to continue to retrace. I hate it, but it is what it is and you can’t blame longs for jumping ship when the company doesn’t really support them. Hopefully, next week brings better results, because I doubt we get any news from mgmt. Eventually, the fundamentals will win out here, but more pain is in store for us until the market sees past the phony narrative.
Looking at Qsymia last year, they were flat Thanksgiving week and then up sharply in the following weeks. With increased sales staff at Eisai, you can’t spin this week’s number as insignificant – on the script front. However, while script #s are important, I don’t think they are everything like Spencer Osborne does. But that said, I do think we will now see $5 pps given that traders/frustrated longs will be unwilling to ride this back down much lower.
If the IMS gain is only 24%ish since last week, it’s bad news. That effectively represents a two-week decline of more than 3% and scripts back under 5k. I think most investors were expecting counts north of 5.5k
It's contrave and it isn't even on the market and won't be for a year. lol, at least get your bash straight.
$28B over 10 years? And only offset by new fees (aka taxes)? Plus their are provisions in the bill to make it easier to raise taxes. This bill is revenue neutral which means the unsustainable spending of the last 10 years, hyper-inflated by the current Administration in 2009 (Stimulus) means that we kick the can down the road for two years while making it easier for fees (aka taxes/revenue) are more easily passed. This is not a serious debt reduction bill…not even close when considering what Obamacare is going to do to the budget over the next 10 years.
$180M in the bank. $60M on the way. $18M burn rate. What a bunch of baloney.