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VIVUS Inc. Message Board

sauve9 41 posts  |  Last Activity: 9 hours ago Member since: Mar 12, 2003
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  • ...and also they want a can of Spam very, very badly.
    So they send nasty e-mails to the Arena CEO, and attempt to harrass the Board of Directors.
    Impatient crybabies, maybe we can take a collection and get them their %#@&^#$ can of Spam.

    Sentiment: Strong Buy

  • July 2015 feels like December 2015 when you are late on the rent and you want a can of Spam.

    Sentiment: Strong Buy

  • Reply to

    Federated Kaufmann Fund

    by sauve9 15 hours ago

    I only checked the 2 previous quarters to verify it was a new position.
    If someone wants to go back further, they are welcome to do that and tell us all about it.
    Guesses are for the lazy investor, right?

    Sentiment: Strong Buy

  • Reply to

    Federated Kaufmann Fund

    by sauve9 15 hours ago

    I do admire your unbiased honesty hedge.rlsk. Too bad you are not hedge.risk.

  • Reply to

    Federated Kaufmann Fund

    by sauve9 15 hours ago

    In addition to ARNA, they also own GILD and ACAD!!
    In my portfolio, GILD, ARNA, and ACAD form "the holy trinity".

    Sentiment: Strong Buy

  • For each share of Arena, you will get 50 cents and one share of the new Belviq Royalty Trust.
    Shares of The Belviq Royalty Trust will entitle you to the first tranche [10%] of profits.
    With these profits you can maybe pay rent, or get a can of Spam.
    Then you can stop with the crybaby stuff about Fire Jack Now, or "pipeline gonna take too long", or mistaking yourself for Carl Icahn.
    This is a great solution for jdsstevens and his wanna-be tribe, but not for Sauve9!!

    Sentiment: Strong Buy

  • Federated Kaufmann Fund
    PRODUCT HIGHLIGHTS
    •Pursues capital appreciation.
    •Invests primarily in reasonably priced stocks of small- and mid-cap companies that exhibit positive growth characteristics.
    •Selects stocks through an intensive, bottom-up process that includes frequent
    conversations with key executives and employees, regular on-site visits, industry analysis and thorough fundamental research.
    •Managed by an experienced growth team, comprising portfolio managers, analysts and
    industry-dedicated specialists.
    •Features a performance history of more than 25 years.
    ++++++++++++++++++++
    From Barrons-
    The two managers have one important characteristic in common: a passion for picking nascent but promising growth stocks. They’ve found value in small and mid-size equities throughout their 40-year-long partnership
    Auriana, 71, loves to say “the excitement begins when Hans returns from a meeting about a new company and says, ‘Larry, we’ve got to invest in this company. You won’t believe what these guys do. It’s going to change the industry.’ ” That’s the way to make money, Auriana says: Get into a business early and grow with it. “That’s where the action is for us.”
    ++++++++++++++++++++
    Kaufman Fund new position last quarter
    4,600,000 shares Arena Pharmaceuticals [ARNA]
    2% of outstanding shares

    Sentiment: Strong Buy

  • Simply put, KrionicBionic, you are looking for ARNA weakness, and when you find something you try to blow it up big like it really matters, and make it a "rule" for investing.
    There is no correlation between your "rules" and future stock prices.

    Sentiment: Strong Buy

  • Great little drug companies riding the current with full wind in their sails, there are no brakes.

    Sentiment: Strong Buy

  • Just applying the logic you expressed KrionicBionic, perhaps you should back up and rewrite your post.
    Your key errors are "peephole" vision, and what matters "alot" is "too many shares outstanding" and "how many shares held" by insiders.
    Now Bemis wants to change from "how many shares held" by insiders, to "insider buying" and you want to exclude "established companies".
    So now your premise is Sauve9 has peephole vision because sauve9 forgot about "too many shares outstanding" but please exclude established companies in the same industry, because they are "established" and also Sauve9 forgot "Shares held by insiders" which is a very important standard for KrionicBionic except DO NOT USE THE STANDARD if the healthcare company is a "locomotive" with "years of success", because then the "most important rule" is discarded completely.
    KrionicBionic's Rules of Investing
    1) FOLLOW THE RULES!
    2) KNOW YOUR JUGGERNAUTS AND LOCOMOTIVES
    3) DO NOT APPLY RULES TO JUGGERNAUTS AND LOCOMOTIVES

    Sentiment: Strong Buy

  • sauve9 sauve9 Jul 29, 2015 5:21 PM Flag

    "Shares held by insiders" is not the same thing as "insider buying" bemis14.
    If you want to change the subject matter, go start your own thread about "insider buying".
    Provide us with examples!

  • sauve9 sauve9 Jul 29, 2015 5:11 PM Flag

    So "too many shares" outstanding and "too few shares" held by insiders are the KrionicBionic standard of excellence?
    ARNA shares outstanding 242M, % Held by Insiders: 0.46%

    According to KrionicBionic here are the companies that are FAR WORSE than Arena
    PFE shares outstanding 6,160M, % Held by Insiders: 0.10%
    MRK shares outstanding 2,830M, % Held by Insiders: 0.04%
    JNJ shares outstanding 2,770M, % Held by Insiders: 0.01%
    BMY shares outstanding 1,670M, % Held by Insiders: 0.10%
    ABBV shares outstanding 1,590M, % Held by Insiders: 0.10%

    So KrionicBionic rules say sell short PFE, MRK, JNJ, BMY, ABBV and buy ARNA?

    Sentiment: Strong Buy

  • ARNA has 260 R&D employees, and 65 admin employees.
    ARNA has spent $221M for R&D and $93M for admin over the last 3 years.
    ARNA has one commercial product + 5 products in clinical trials, and has 5 commercial partners.

    SRPT has 133 R&D employees, and 71 admin employees.
    SRPT has spent $219M for R&D and $94M for admin over the last 3 years.
    SRPT has zero commercial products + 4 products in clinical trials, and has 5 [non-commercial] partners.

    MGNX has 180 R&D employees, and 31 admin employees.
    MGNX has spent $161M for R&D and $37M for admin over the last 3 years.
    MGNX has zero commercial products + 4 products in clinical trials, and has 4 commercial partners.

    OREX has 0 R&D employees,and 50 admin employees.
    OREX has spent $188 for R&D and $72M for admin over the last 3 years.
    OREX has one commercial product + zero products in clinical trials, and has 1 commercial partner.

    Expenditures per employee are LOWER at Arena vs the competition.
    Management as a percentage is average to low at Arena [ie Arena has a modest layer of management.]
    Arena's product count and partnership achievements are far superior to the competition.
    Going beyond the numbers here, you will discover that Arena's drug candidates are better than the other 3, with larger markets for unmet medical needs.

    FULL STEAM AHEAD at Arena Pharmaceuticals.

    Sentiment: Strong Buy

  • Reply to

    JDS/others, anyone have BOD contact info

    by bioimmunomabman Jul 28, 2015 4:25 PM
    sauve9 sauve9 Jul 29, 2015 1:26 AM Flag

    They have 300+ people and a good number of those jobs are not research jobs.
    ++++++++++++++++++++++++++++++
    What's the "good number", jdsstevens?

    Sentiment: Strong Buy

  • Reply to

    Quarterly Report & Conference Call

    by kkc56 Jul 24, 2015 2:38 PM
    sauve9 sauve9 Jul 24, 2015 2:48 PM Flag

    Could be today.
    Last year was July 25th, a Friday.
    Usually Arena releases the PR at about 1:07 pm EST so watch for it then.
    Nice find about Zacks today thanks!
    ++++++++++++++++
    Arena Pharmaceuticals to Host Corporate Update and Financial Results Conference Call and Webcast on Friday, August 1

    SAN DIEGO, July 25, 2014 /PRNewswire/ -- Arena Pharmaceuticals, Inc. (NASDAQ: ARNA) today announced that it will provide a corporate update and report second quarter 2014 financial results before the NASDAQ Global Select Market opens on Friday, August 1, 2014. That same day, Arena will host a conference call and webcast at 8:30 a.m. Eastern Time (5:30 a.m. Pacific Time).

    Sentiment: Strong Buy

  • sauve9 sauve9 Jul 24, 2015 2:11 PM Flag

    azalkj
    60 posts | Last Activity: 2 minutes 29 seconds ago Member since: Jul 22, 2015
    New ID 2 days ago + 60 posts = Mon*key

  • sauve9 sauve9 Jul 24, 2015 1:35 PM Flag

    Arena is not a large soap company

  • In a purported e-mail to Arena CEO Jack Lief, Angelo Speziale blames Lief for allowing the recent 90 cent drop in share price which was done by "gangsters".
    Lief has a "lack of control" against these "outside influences [gangsters]"
    Speziale calls on Lief to "step down and let an experienced CEO with a stellar background take over" and presumably, to control the gangsters.

    Top-rated Executive search firm, Korn Ferry International has already been hired to find a replacement for Lief.
    I found the ad and pasted it here--

    Korn Ferry International
    JOB DESCRIPTION
    CEO, Arena Pharm
    Summary/Objective
    The CEO is responsible for providing strategic leadership for the company by working with the Board and other management to establish long-range goals, strategies, plans and policies.

    */ Must exercise control over gangsters manipulating share price.
    */ Must be experienced with a stellar background
    . . . .. .. Non-stellar backgrounds will not be considered at this time.
    */ Applicant will need to show concrete examples of control over gangsters
    */ Preference for CEO that has never had a 90 cent drop in the shares of their company.
    Total Compensation package for successful applicant will exceed $5,000 per day, and that includes SUNDAYS!!

    Sentiment: Strong Buy

  • sauve9 sauve9 Jul 24, 2015 12:30 PM Flag

    When it came time for your High School dance, did you stay home because fwapplesnot and czeeke were there?
    Or did you go for the beautiful young women?
    or that "special" one.

    Sentiment: Strong Buy

  • Reply to

    Arena Getting the Same Results from 1/3 the Reps

    by worldyacht75 Jul 24, 2015 12:16 PM
    sauve9 sauve9 Jul 24, 2015 12:26 PM Flag

    It's the doctors, they are ignorant and entrenched in their views.

    Personally, I have had 5 doctors say "No" to me and Belviq.
    My current doctor, I told him, "I can't get Belviq, so a diet clinic gave me phent."
    "I am taking Phent, I am older and overweight, I am doing heavy labor in the hot desert sun"
    "Is this how doctors practice medicine in the 21st century?!?!?!"

    I would hate to be a sales rep for Belviq right now.
    or Contrave.
    Doctors are ignorant.

    Sentiment: Strong Buy

VVUS
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