Eisai is making some changes in the commercial org, they laid a few people off, I think they hired a new leader, they are a disaster. DEA Delay was also a real problem.
ARNA needs to deal with reality- Eisai is not a strong commercial partner, the revs from Bel will not be significant over the next 1-2 years before smoking (if ever). They have 3 options partner early, cut costs significantly, or sell the company. Continuing on at the high burn rate is not an option.
typo, that's as a launch partner. Jack/ARNA/BOD must know this by now. Let's hope the make a better choice the next time, or just give up and sell the company if they can get a decent price.
Eisai is a disaster at a launch partner. I was interested to learn that Eisai has never launched a product. Great choice Jack. Takeda is kicking their rear, something must be done. Maybe Eisai will give the product back. Eisai might be a good short, they are completely clueless.
It was not even mentioned/it was avoided on the call. 3/31/15 would be a positive surprise. ARNA never provides a positive surprise, so I am skeptical.
I un-ignored you for this, but it probably won't last. Really, we have to alert IR of an ARNA scientific article.
sure, it must have been from the dangerous generic cocktail, not the weight loss. They will all show a cardiac benefit consistent with weight loss. This is a great selling opportunity IMO.
What does that say about management's ability to maximize shareholder value. It's crazy that OREX is more highly valued than ARNA. Enough said!
agree, the blue print should be the Farxiga add, lose weight and be careful of the side effects, you may stop smoking, or lose your diabetes, or stop taking drugs and losing weight has been shown to help your heart. The current ad suks.
Shorts let my people go! For how long will you make ARNA longs suffer? Eventually, when most longs have given up, ARNA will go up like some other heavily shorted companies with good technology and products. I would prefer JL sells the company and makes these #$%$ suffer a big loss if possible.
OREX is up over 40% on this and ARNA is down? This stupid stock can't catch a break. Anyone think Belviq won't have similar results if they ever complete the study? So many opportunities and so much exec incompetency.
Special dividend, pay down debt (a good choice), or acquire new properties at distressed levels, lots of options and they all sound good! They could almost buy GTE with that cash and GTE has cash and no debt.
I heard a woosh, flushing sound and the recent buyers were flushed down the tourlet. Probably a good area for a trade. I have nothing against shorting, but the effort and tactics are reprehensible and should be illegal. No whining I guess, play the game, or sit patiently...
Who invests their time and considerable money to try and destroy the value of a company and why? I've seen short bashing before, but never this volume. Someone is out to destroy ARNA. They are short and hoping for either zero or an exit before a price rise.
they don't give guidance on the value of the assets. Looks like most of the new, significant value drivers are 2016 and later. ARNA should be a nice little division of a larger firm with more $ and capable of moving to market more quickly. They are cost constrained and slowwwww.
Now put your money where your mouth is and buy some stock!!!