At Cumberland Advisors, we do not own single stocks. Only exchange-traded funds are used as our stock market portfolio management tools. Our ETF strategy silos take several different forms. Apple is such a large weight that it gets into many of those funds automatically. Since we are overweight the Tech sector, that strategy puts us in the position of holding Apple and watching it rise.
Our conclusion is that Apple could become a true trillion-dollar company if it continues to innovate and expand, to add services to its hardware, and to do so in an orderly and thoughtful way. The opportunity presents itself in this modern and highly technological world. And we like the Tech sector with our ETF strategies. Apple is a large company, but it is only one component of the Tech sector.
Wells Fargo analyst Matthew Andrews expects Contrave’s US sales to eclipse that of Belviq and Qsymia by 2016.
Contrave sales are expected to be about $200m in 2016, slightly higher than Belviq’s $180m and well ahead of Qsymia’s $150m, said Andrews, who covers all three companies.
“If these obesity cardiovascular outcomes trials do show that they reduce heart attacks, or hospitalizations, then ... the market would be reignited,” said Lang, a trained cardiologist.
Orexigen’s Contrave, slated to enter Europe before both Qsymia and Belviq, is licensed in North America to Takeda Pharmaceutical Co.
It will be marketed by a 900-strong sales force, compared with Arena and partner Eisai Co’s 600 and Vivus’ even smaller sales force.
Samsung devices sucks and their services-= COW DUNK .....
When you run out of logics and facts you are left with Dry arguments and no juice. Adam wrote for somebody on request looks more like lying to himself.
OREX started Climbing the Mountain again and small time retails SHORTS are the one get slaughtered
20Million shares already traded with almost 10 million shorts selling today alone...But 88% Institutional hold is still a Key.
Problem is No logic left which could justify SHORTING-OREX ANYMORE....
Orexigen and Takeda may have data showing a reduction in heart attacks or other heart-related safety effects favoring Contrave. That could be a very powerful marketing message that competitors can't match.
Why be bullish at all about Contrave?
Off all the obesity pill pushers in the market today, Orexigen has the best partner in Takeda. The Japanese pharmaceutical giant is putting 900 sales reps on the Contrave launch, way more than 600 reps Eisai uses to peddle Belviq for Arena. Vivus has 150 sales reps. Takeda will also be able to leverage its marketing prowess selling the diabetes blockbuster Actos towards also selling Contrave. The diabetes-obesity connection is key.
Contrave is the goldilocks of obesity pills, sitting right between Vivus' Qsymia and Arena's Belviq in terms of efficacy and safety. The cardiovascular outcomes studies are a cost burden but when they're completed and if successful, Orexigen and Takeda may have data showing a reduction in heart attacks or other heart-related safety effects favoring Contrave. That could be a very powerful marketing message that competitors can't match.
Orexigen and Takeda still have a shot at getting Contrave approved in Europe, where competing drugs have been shot down.
Orexigen has the best, most experienced marketing partner in Takeda. The diabetes drug Actos is a blockbuster product for Takeda, which will leverage that metabolic drug marketing expertise when Contrave hits the market.