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Arena Pharmaceuticals, Inc. Message Board

mario_themario 3529 posts  |  Last Activity: Dec 9, 2015 10:44 AM Member since: May 23, 2005
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  • Reply to

    Thank you Steve...

    by bancroller1 Dec 8, 2015 8:25 PM
    mario_themario mario_themario Dec 9, 2015 10:44 AM Flag

    Yup, now if Ho and Packard would do the same we would get the same 15% pop as wynn.

  • mario_themario mario_themario Dec 3, 2015 11:14 AM Flag

    Don't get the fascination with MGM. Forward PE of 35, 10B in net debt, ROE 1.7.

  • mario_themario by mario_themario Nov 22, 2015 12:47 PM Flag

    On November 17, 2015 EVA Dimensions, LLC upgraded ARENA PHARMACEUTICALS INC ( ARNA) from UNDERWEIGHT to HOLD.
    On November 13, 2015 Zacks Investment Research, Inc. upgraded ARENA PHARMACEUTICALS INC ( ARNA) from HOLD to BUY
    On November 13, 2015 Jefferson Research upgraded ARENA PHARMACEUTICALS INC ( ARNA ) from SELL to HOLD

  • Reply to

    Friday morning 1.75% down, why?

    by yossi.ronnen Nov 6, 2015 10:00 AM
    mario_themario mario_themario Nov 6, 2015 10:50 AM Flag

    I worked for Miller for 33 years and I did the cardnal sin, I nvested all my 401K in MO so it did pay off. Luckily it didn't pull an Enron. The majority of the SAB deal will be in Inbev stock, hence the lower price that MO is getting in exchange for the stock, which Inbev didn't want to issue, but to appease MO and the other stakeholder and secure their yes vote, the stock will be issued. I'm not exactly sure on the cash portion since the details are still in flux but whatever does come out, I expect the debt to stay and MO to use the proceeds to buyback stock. The debt has always been used as insulation against lawsuits and its manageable, especially under the terms they have gotten in this low interest rate environment. They may use a smaller portion to pay down some of the debt, especially debt coming due in the next 2 years. Long term debt will stay on the books.
    The stock lockup is 5 years and MO could care less as they will convert those preferred shares to common after the 5 year period. Its their diversification away from tobacco. That's 1 of the main reasons I still like it over RAI, plus marlboro.
    All my Miller friends paniced since Inbev is notorious cost cutters and they worried their pensions and bene's would be impacted. Moot point as Molson will get Miller.

  • Reply to

    Friday morning 1.75% down, why?

    by yossi.ronnen Nov 6, 2015 10:00 AM
    mario_themario mario_themario Nov 6, 2015 10:20 AM Flag

    PS, I never post here since this is nothing more than a political sounding board rather than one that talks about the stock.

  • Reply to

    Friday morning 1.75% down, why?

    by yossi.ronnen Nov 6, 2015 10:00 AM
    mario_themario mario_themario Nov 6, 2015 10:16 AM Flag

    1. Strong job report, so now they expect the fed to move so divvy stocks fall in a interest rate rising environment. 2. Recent strong move prior so profit taking.
    3. Relatively high PE compared to history.
    The joke is IF the fed does move in Dec it won't move for awhile, so reason 1 is a joke.
    Number 2/3 are valid. It has moved quickly and its valuation compared to history is high, HOWEVER, the analyst community is not fairly pricing in the SAB/Inbev stake. That alone could wipe out the company debt. Plus its carrying a lower valuation than the ANALyst community's fav in the sector RAI. They are all tobacco and last time I checked are still number 2 and marlboro is still leading the pack, pun intended.
    Lastly, the low valuation has historically been due to litigation risks. Those are now all but extinct and shoudn't be germane going forward.
    Have held the stock basically since 1979 and have no intention of selling. I'd say I'm a long term bull here.

  • mario_themario mario_themario Oct 29, 2015 4:53 PM Flag

    Said this 6 hrs ago:
    The difference in market cap between OREX, which has 1 drug that is a combo generic and no pipe, and ARNA. It's sad how this mgt team has destroyed this promising company with inept decision making, poor alliances, ie E, a great pipe with not enough cash to move it all, a promising drug in B that neither they nor their partner can sell nor take advantage of its other indications due to lack of funds. I bought this pre-adcom because of the above promise but knew the E alliance was doomed. Takeda beat them with reps and zero advertising and a poorer profile drug!

  • mario_themario by mario_themario Oct 29, 2015 10:36 AM Flag

    The difference in market cap between OREX, which has 1 drug that is a combo generic and no pipe, and ARNA. It's sad how this mgt team has destroyed this promising company with inept decision making, poor alliances, ie E, a great pipe with not enough cash to move it all, a promising drug in B that neither they nor their partner can sell nor take advantage of its other indications due to lack of funds. I bought this pre-adcom because of the above promise but knew the E alliance was doomed. Takeda beat them with reps and zero advertising and a poorer profile drug!

  • Reply to

    S&P Affirms Studio City Debt Ratings

    by bancroller1 Oct 26, 2015 10:15 AM
    mario_themario mario_themario Oct 26, 2015 12:34 PM Flag

    What renegotiation? The wording has to be changed to eliminate the stipulation of 400 tables and that will happen. They still have a shot at those 400 tables by 10/16 as Galaxy just got upped 100 with virtually no non gaming activity.

  • mario_themario by mario_themario Oct 5, 2015 7:19 PM Flag

    A takeover was not in the near future. Jack was in way over his head in leading a company forward, glad the BOD acted, however, a tad late in the game but nonetheless in enough time to react. Eisai needs to go and a leader hopefully will force them out for not fullfilling their end of the deal. No ads, reduced sales force, no movement in other markets in other countries, EU delay's and overall poor mgt of the product.

  • Reply to

    Meeting with a shareholder

    by docc58 Aug 25, 2015 9:48 AM
    mario_themario mario_themario Aug 25, 2015 12:01 PM Flag

    Must have been very informative. It was trading at 2.83 at 11 AM and we're trading where? Guess they didn't like the answers to the questions whatever those ghost questions were.

  • Reply to

    Why Deutsche Bank Is Still Selling Melco Crown

    by jane_tate Aug 12, 2015 5:47 PM
    mario_themario mario_themario Aug 13, 2015 10:07 AM Flag

    Congrats, a post without and cut and paste, must have taken you hours to formulate.

  • Reply to

    Why Deutsche Bank Is Still Selling Melco Crown

    by jane_tate Aug 12, 2015 5:47 PM
    mario_themario mario_themario Aug 12, 2015 7:08 PM Flag

    Why are you reposting a yahoo headline? Do you think people go to the message boards just to see what you post? Maybe you and Tang are 1 in the same.
    This bank was yelling sell at 18!!!! Now its 20. They're a little too late to the party.

  • mario_themario by mario_themario Aug 5, 2015 4:28 PM Flag

    Beat the street by .03, at a burn rate of 27M per Qtr that gives us 2 years without need of further funding. Should be ample time to move the pipe and doesn't include any rises in revenues which we should see going forward. Now if Jack would be so kind to step down, kick our worthless partner to the curb, involve a real BP to move B along with other indications and territories and we should be just fine.

  • Reply to

    CNBC Should be Sued

    by aonrob666 Aug 4, 2015 10:04 AM
    mario_themario mario_themario Aug 4, 2015 10:47 AM Flag

    Good luck with that thought. Last time I checked, 2 of his other shorts were down .3%, qcom + intc not the +7% drubbing here. Navellier has swks as 1 of his top 5 picks, every analyst has their opinions. I bought on Louis's pick unfortunately after today that just went red. He also picked qrvo and in his last weekly was touting how well his picks were doing, guess he's not watching day to day events.

  • Reply to

    MO crushed it & the stock plunges 2%?!!!!

    by savvvvy Jul 29, 2015 12:39 PM
    mario_themario mario_themario Jul 30, 2015 9:47 AM Flag

    Not buying it. RAI is up with lower yield, higher P/E current + forward. MO on the lower end of yield BUT the divvy increase will be announced in Aug as usual. Stock buyback added again. This is now grossly oversold when compared to its peer RAI, plus, MO has what RAI doesn't have, revenues outside tobacco in SAB. The asset value of that investment could eliminate the entire debt in MO.

  • Reply to

    Unfortunately

    by mario_themario Jul 29, 2015 6:50 PM
    mario_themario mario_themario Jul 30, 2015 8:19 AM Flag

    It's all about guidance in the short term. Look at BWLD + PNRA, both missed top and bottom line, both surged on guidance. Would I buy either 1, no. Valuations are too high for projected growth. Some concern here as beyond the next QTR they didn't really give any meaningful color on the outlook going forward and how long the slowdown will last.

  • mario_themario by mario_themario Jul 29, 2015 6:50 PM Flag

    They lowered guidance 14% and the stock is down, 14%. What do you expect. I bought based on that idiot Navellier's rec to buy below 86, luckily I bought well under that but still lost a bunch today. That was horrible guidance.

  • Reply to

    Piper views Receptos buyout as good for Arena

    by sharonconk Jul 15, 2015 7:17 AM
    mario_themario mario_themario Jul 17, 2015 12:57 PM Flag

    Take the Piper view with a grain of salt, remember, they were the architect and beneficiary of the last stock secondary and want to maintain that relationship as ARNA will need another one. The pipe is strong but it takes bucks to move it forward and unfortunately, our worthless partner isn't helping with reduced ads and salespeople. That hook up was the worst we have done and the cause of why B hasn't moved. The other indications particularly smoking cessation is huge but E doesn't have the capital to move it, along with getting other countries to approve the drug. The hype has already fizzled and we've already given back all those gains. Bought this long ago pre-approval and wasn't expecting much and knew it was a multi-year story, just a tad irate about our lousy partner E and their lack of engagement.

  • Reply to

    Anyone else go short today?

    by dthe98 Jul 1, 2015 11:27 AM
    mario_themario mario_themario Jul 7, 2015 7:16 PM Flag

    Let me guess, after you shorted at the high of the day, great move, you covered today at 19.62 the low of the day right? I'm pretty good at picking stocks after the fact too.

ARNA
1.47-0.01(-0.68%)Feb 11 4:00 PMEST