Skullcandy, Inc. (SKUL) Message Board
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Impressive. The oral presentations are the ones that get all the press during the convention. Saw where it will also be presented at "2013 Best of ASCO" that we will be presented at a few other select cities after the big convention.
Could be a very good couple of months - Reply to
Qsymia Added to Health Alliance Plan Commercial Drug Formulary, May 2013
by fgz_fgz •May 15, 2013 9:13 PManother risk/benefit panel gives Qsymia the thumbs up. 2014 is going to be a very good year
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Put those adds during evening news. Seems a common time for couch potatoes to watch, and it will be around dinner time. A pill that helps cut cravings and is likely to help me lose 10% of my body weight in one year? Time to call the Doc
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The company had no choice on raising cash. Big Pharma and the world of shorts were hoping they would be dealing with a cash strapped company that can only look short term. Short term is not when I expect to see big results from the coming insurance approvals, REMS modification with retail store availability and maybe biggest of all the direct to consumer advertising.
In a few months we will start seeing those adds of obese patients actually losing enough weight for the first times and being able to keeps it off, with a lots less "mental" effort.
Waiting for even more dips as I hope Wall Street tries to walk down the price and build positions.
GLTA, even shorts booking gains I'm picking up shares at cheaper prices. So, again, GLTA -
A well managed small cap that takes good care of shareholders. Getting shares on a dip is like pulling teeth.
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Does the CEO expect to turn cash flow positive anytime soon, he said no more dilution cooming soon.
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28 million short, and no pullback? So much progress in the last 5 months. Progress that should show up in the growth of prescriptions in the second half of this year.
If it dips I will buy more. -
Also, the two generic option? Not an option. FDA has established a REMS program for the Vivus formulation and dosage levels. No doctor or pharmacy will want to veer from an attempt to bypass the REMS program. Doctors and pharmacies professional insurance plans would never allow them to take such a risk.
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ESI, MEDCO & VA have professional boards that review the data on before coverage is approved. Nice to see the validation adding up. With a couple of years time they will be able to boast of many thousands of diabetics able to come off their insulin with the help of Qsymia. Think this stock may have a very big future.
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When the endocronologist see how many obese patients are coming off insulin and diabetic meds (which have have scary side effected and cost) expect good news breaking to the public.
Part of the initial copay is the approval panel at the insurance company determines a higher copay if they thing the target patients would pay higher copays for what the drug orders.
Customer pressure will be bring those copays lower, it's just how it's down. The review panels will also see the patients moving out of the obese category a much healthier and cost their insurance comanies lost.
2014 should be a very god year for the holdand buy crowd -
Nice Find. Did you also pick up on the coverage approved by VA?
All these insurance companies do their individual reviews on new medication and consider benefits versus cost (yes the cleft lip the shorts pound on), and all other possible side effects, an much more. In the end they do a cost/ benefit valuation that in the end are scientific/cost review and continue to come down on the side of Qysemia.
Validation is a good thing, give me a decent dip today, please. I would like a larger position -
Thought I would get a better pullback to buy more, the market as a whole needs a breather. If it gaps up Monday AM I will probably just pay the price.
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Looks like the boss wants a partner to help design and pay for the direct to consumer advertising coming in the next few months. That would require a deal be made very soon. How much will the stock go up the day they announce a Big Pharma has partnered. Next quarterly report is going to be huge.
What are the shorts hanging around hoping for??? -
Expanding past endocrinologist will be huge:
"Well, one of the critical aspects of marketing this product is gaining acceptance by a broad audience of primary care physicians. Obviously for cost reasons, it's not sensible for VIVUS to undertake a broad reach out to primary care physicians. So we are in discussions with large pharmaceutical companies to help with that work." -
" We’ve begun discussion with large pharmaceutical companies to explore how we can increase efforts with primary care physicians, which we believe is critical to maximizing the value of Qsymia. As we’ve consistently said, the right time to expand this reach would be upon improved access and coverage, which we now have achieved."
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REMS modification - 1,000s of certified retail pharmacies by mid-July
ESI and MEDCO insurance coverage for tens of millions, plus Now millions of Veterans can access Qsymia at only $9 per month.
print and social media campaigns for Qsymia to consumers starts this fall
For Diabetics - American Association of Clinical Endocrinologists for the first time in corporate FDA-approved anti-obesity medications as recommended therapy. These new algorithms will help the adoption of Qsymia into the everyday practice of primary care physicians.
* Now we know why waiting to ink a deal with Big Pharma was worth waiting for. -
Yo' Kenny,
I'm mostly sitting in cash and patiently waiting for the right biotech startup to get married to. Markets look fully valued and it's now a stock picker market.
Enjoying my time not focused on the markets lately.
Any symbols you like for a 6 month to 1 year hold? I would prefer a 10 bagger - Reply to
*** SEC FILING: FORM F-3 --------- VELT is heading for disaster Possibly Bankruptcy
by world_class_great_gats •May 7, 2013 12:26 PMNice review of the building problems. It's now show me time, does management plan to turn around things to benefit current shareholders? It's going to be tough as a bleeding startup is more dangerous for shareholders than management.
GLTA -
"Bank of America will also provide MBIA with a $500 million credit line and receive a 4.9 percent stake in the company as part of the deal, said one of the sources."
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Qsymia not going to have any competition for weight loss desperately needed to help obese patients. Better news, Qsymia is going to be available in the corner drug store just as the testimonials of early adopters spreads. Is there a better recommendation than word of mouth?
Buy the dips and hold on for the ride.