. . . according to MF's George Budwell: "Orexigen is in some ways in an enviable position by being behind Arena and VIVUS in launching an anti-obesity drug. By being two years behind its competitors, Orexigen has allowed Arena and VIVUS to do all of the heavy lifting in terms of altering the obesity med paradigm. To take advantage of their position, Orexigen and marketing partner Takeda are planning on rolling out a dramatically higher level of marketing resources than their competitors, if Contrave is indeed approved in the coming year." . . .
. . . still looking to sell my ARNA shares so I can buy more OREX . . .
. . . "That is how the fda approcval process works." . . . most of the time, yes . . . but for some life-threatening diseases they've given approval based on statistically significant phase 2 results . . .
. . . absolutely, 130 . . . PFE is, no doubt, focused on acquiring low-margin pharmaceutical businesses at any cost . . .
. . . so you think today's announcement means nothing, rp? . . . Mr. Market disagrees . . . OREX's share price was up more than 9% on nearly 15-times normal volume, and it was one of only a half-dozen stocks featured on the "Nightly Business Report" . . . you are right, however, on one point . . . Contrave is not yet approved -- if and when it is, OREX's market cap could very well exceed that of ARNA -- I'll assume you can do the math on the share price . . .
. . . does anyone really pay attention to SA articles these days? . . . I assume they are published for the sole purpose of making money for SA -- or are they a philanthropic outfit? . . . whatever, I would hope the company doesn't waste its limited resources responding to every snarky article that's published . . . good luck . . .
. . . and I thought my arna shares would be the easy money . . .
. . . and the spread further widened . . .
. . . glad to see you're finally catching on, bsg -- first, a partner for U.S. marketing that's three-times the size of ARNA's, and now a truly top-notch manufacturer for the rest of the world . . . OREX is lookin' good . . .
. . . do everyone a favor and take the childish political commentary elsewhere . . . thanks . . .
. . . don't know who knows less, you or 2195 . . . ARNA is, indeed, a manufacturer, and that's about it . . . they get 30% or so of profits (not revenues) and their partner gets the lion's share . . . OREX has a much better deal with its U.S. partner, Takeda Pharma, which is three-times the size of ARNA's . . . but with only 40 employees, OREX could very well be bought out if it gets approval -- so who really cares? . . . just hoping my ARNA shares continue higher so that I can dump them and buy more OREX . . .
. . . I suppose you mean second place on the ARNA stock message board . . . you're probably right . . . good luck . . .
. . . "In addition to a possible U.S. approval by June 2014, Orexigen believes Contrave could be approved in Europe before the end of 2014. European regulators have already rejected Vivus' and Arena' respective obesity pills." . . . all you really need to know . . .
. . . but you ignore the best parts, llb . . . "The FDA seems highly receptive to getting Contrave on the market. In an unusual move, it's allowing Orexigen to resubmit its application without the data from the safety trial, thus starting the six-month review clock. . . . It's almost like the FDA feels bad for making Orexigen run a large trial that turned out to show the agency was worried for no reason." . . . says it all . . .
. . . "minor league" might be a little harsh, vmb . . . but I don't doubt Takeda could mop the floor with them if that was their intent . . .
. . . "formulated for Qysmia type patients" . . . if you mean overweight people, you're right . . . Contrave is a combination of two slow-release generic drugs, compounded to be synergistic . . . more importantly, the side effects of these compounds are well characterized from decades of use . . . if Takeda markets the drug effectively, if it's priced right, and it helps people lose weight with a minimum of risk, then I think it could do very well . . .