Yup, if the results are really good, many des will script it. Problem is they won't get insurance coverage until it is approved as a smoking drug.
50 dollars is nothing when you consider what a meal plan or fake weight loss supplements cost. When it becomes known that the drug works to everyday people they will spend the money. Eisai said many were starting but waiting to continue until coverage..
How did you deal with the expanding usage if Belviq and the 70+% insurance coverage. That is the variable that can sink the model or blow it up. We have Bel Phen safety study that will change label and bring 150,000 phen script per week users to the game. We will have smoking coming on line at that point. We will have decision on EU as well by then.
They said no such thing in the presentation. They stated they were going to continue to invest in their primary growth vehicles and Belviq is one of them.
discussion or debate. It is not just set up for the one liners with no real way to follow a topic. So I guess that is a vote against the new format.
These dog and pony shows have been going on for years. It is not helping Arena stock at all. They need to be focusing on helping Eisai build a brand and moving the pipeline forward. Stop spending the time, money and other resources trying to get Wall Street to notice them.... IF they do their jobs Wall Street will notice them...
Retail investors that are invested in Arena know what they own and they know this is a long term hold. Arena is not all about Belviq that was the lowest hanging fruit, any one of the drugs in the pipeline will become block busters if they get approved... And by the time they do Belviq and Bel Phen will be at block buster status on its own.
And yet they set up the exact same marketing agreement with Teva.....
Keep It Simple Stupid. Then they could project their cash flows better.
Stop with all the childish rhetoric please. And try to be more original and stop trying to appear like someone you are not. comk vs conk do you really think no one can see the difference?
They answered what they could, some of the questions can't be answered without Eisai releasing certain information which they have not been releasing... Like what is the refill percentage.
What exactly was bad about the CC and the quarter, please, please enlighten us..
analysts still don't understand how and when and at what price Belviq is being sold.
I don't understand why they just did not set a minimum wholesale price and bonus bumps based on higher amounts in sales. They have made this thing so complicated.
Curious we got no run up into the earnings call tho... and I am sure it will be filled with a lot of positives.
Arena is having their CC in the morning before the markets open on a Friday before script numbers... Not what you would do if you were looking to release bad news... So you really think Eisai is going to release bad news on their CC? I don't think they manage their news in Japan that closely like US companies do.
I agree, I see no reason for an increase in expenses that much. The bump up in expenses was already disclosed and we have seen the results of those increases now....