Stendra and Spedra should be able to capture 25% of the $4 billion world ED market. It is a superior product with less side effects and works in 15 minutes. Its also the first new ED product in 10 years. I am only looking for 25% market share. If they can't do that then we need new partners.
Yes the shorts are betting on Qsymia which along with Belviq are not doing that great. I read an analysts report awhile back and he said the risk for the shorts was Avanafil. I still think it can happen its just taking too long to get the name out the product is the best and the first new ED product in 10 years. It should be a no brainer.
The street is looking to see if Stendra and Spedra sales are growing. That is what counts now. Go bet on ARNA they have only one product that is not doing well and big cash burn.
What about Spedra and Menarini in Europe and most of the rest of the world. Nobody knows what is going on with Spedra since Menarini is a private company.
So you know more than the institutions yet you don't understand how bankruptcy works but your betting on it. When you can't pay your bills your getting close to bankruptcy. But there are alternative solutions.
A 3 year drop is not a fall by any means and 3 years is a very long time in the stock market.
VVUS hit $30 3 years ago before they were turned down in Europe. It didn't go down to the current price overnight. And yes there is a reason but its not because of finances. Look at ARNA it was $11 and they have to keep diluting. Have you ever bought a stock that went way down and then jumped 10 times. I have.
Did you ever read their last financials? Their debt is $60 million their cash is $180 million. All due to lump sums from milestones on Stendra and Spedra. Seth even stated at the last CC that there is still $350 million in milestones from Stendra and Spedra to come. If it was doom and gloom the institutions would have been gone a long time ago. Blackrock just a few weeks ago added a few million shares.
Apples and Oranges and you know it. VVUS would not be permitted to declare bankruptcy its cash is way more than its debt.
Its a little tuff to go bankrupt when you owe only $60 million and you have twice that in cash. I don't think the lender would be too happy and the bankruptcy court wouldn't allow it. They have a facility to draw more money but so far they have only used $60 million. Plus there will be a total of $350 million in milestones for Stendra and Spedra plus a Latin deal.
I would also like to say if I was short at these levels with little money to make from here I would take my winnings next week and run. But I don't think the shorts will as they are here for other reasons.
VVUS had a better quarter than expected. They would not move it up to announce worse than expected quarter. Anyone of the other theories being batted around here could happen. But I'm staying conservative with a better quarter probably due to Stendra or Spedra.
Yes Thursday not Wednesday. I think VVUS has some good financial information and wants to get that info out early because of the beating the share price is getting. Maybe they will show a profit or at least give some positive guidance. All this cost cutting Seth has been doing is a long term plan.
The institutional holders are in cahoots with each other. Maybe that is why Blackrock added a few million shares. If this is true it means something positive is soon to happen and the retail shorts are left in the gutter as usual.
They moved the CC up because the share price is being devastated for no reason and they have had another excellent quarter to show the street this low share price is unwarranted.. Blackrock would not be adding at this late stage unless they knew VVUS had a good plan going forward.
Yea I know. These Arniacs think if VVUS disappears so will Qsymia. They should be routing for the status quo in regards to Qsymia. Until at least Eisai can sort things out with Belviq.Talk about shooting oneself in the foot.