I am waiting on access and reimb for cologuard. I called Cigna again today after receiving some promotional stuff in the main about getting FIT or colon or sigmoid for free. Cigna is still not covering it for now, when they do I will be first in line. I am a bit annoyed that I don't get reimbursement NOW!
yes, I was just about to mention BG M&A this should get the sector moving in a positive direction. 50% premium for a large co, there's probably a lot more in some of these smaller stocks that have dropped 75%-80% in price. Wit no debt, it's an easy bolt on.
Belviq may be more than an obesity drug, it may be a CNS drug used in multiple indications. Remember ACAD's drug Pima also targets 5-HT2c. Maybe they can try it for other CNS related afflictions. It's too bad we don't have the funding and aggressiveness of a large pharma behind Bel.
agree, these moron passive inst owners either don't vote, or vote yes on everything. Someone needs to personally contact them and wake them up.
I think they will try to launch, see how much traction they can get with insurance and if it goes slow, they will sell. Management seems shareholder friendly. It makes sense at some point for a large lab co to acquire them.
Gartman, all articles from CNBC and all info from Goldman has been forecasting lower prices. I guess that was the buy signal(s)
I was thinking the same thing, $2BB would be a double and most angry ARNA shareholders would probably take it now. Maybe not if they ever progress the pipeline. It's a good risk for a large pharma at a reasonable price. They can sell or spin out the parts they don't want, take an equity stake.
Good buy for a trade on this dip IMO.
It's a pitiful, meaningless, destructive life they live before they die and go to???
Thanks Sharon, long posters still love you. Some patents are more valuable than others, this one appears to be valuable, prevents competition for many extra years, gives them time to expand the brand. What's the meaning of this...which describes a method for selecting appropriate patients based on renal function for BELVIQ®
Has someone developed a method/test to improve patient selection?
Is that related to the STS or scrw the shareholders plan? I intentionally misspell words that Yahoo changes to %*#
there are many variables to consider, it's not apples to apples comparison.
Has the phase II started? More details needed, particularly regarding their vague heart/BP lowering characterization as "insignificant" when the chart seemed to show some noticeable lowering effect. Another carpy day to be an ARNA shareholder.
Thanks, the sales team should be carrying a copy of this and discussing it with MD's on their appts. They need to get the word out and expand the market. LAR + low dose phen might be the best combo. So much promise, too little investment. They might have 3-4 drugs with large market potential, but they don't have the resources and therefore speed and lack expertise to rapidly develop these drugs properly. Either a buy-out or better partner deal combined with cost cuts is the way forward IMO.
We need news, details, progress on 334. When the Recptos drug gets snapped up, or the company acquired, attention could turn to ARNA if they are in a position to be considered the next or better S1P1 drug. ARNA had a nice run on the first related PR, now they need to put some meat on the bones.