SP: Thats the point. VVUS longs like to pontificate about their great efficacy, but its at the doses where your adverse event profiles and dropout rates are at their highest. These VVUS people are like setting up shop and camp in a volcano caldera ready to blow! They will eventually be vaporized!
JMO
kutz
Sentiment: Hold
When does Van have time to diet properly and exercise anything other than his fingers----the little cremepuff is always on the board! next he is going to tell us he posts while running on a treadmill!
JMO
Kutz
Sentiment: Hold
"Hair in my ears" Uh there is such a thing as TOO MUCH INFORMATION---LOL!
JMO
kutz
Sentiment: Hold
Van: Why dont ya give your fingers a rest and go do something with your wife! Or is she working at AMGN all weekend? LOL
JMO
kutz
Sentiment: Hold
I don;t believe that based on the junk your saying! Your going to lose here Van. Your not telling these people the truth with your posts!
When you say doctors can;t dispense this drug to soccer moms who are just supposedly overweight, your just simply telling stories!
May god help the theoretical researchers you supposedly manage! I won;t even comment about your wifes stated situation--she obviously has not trained you well if she has any science background!!
JMO
kutz
Sentiment: Hold
Sense: LOL---well it is very rough math, but I get your point. The potential is a very very large!
JMO
kutz
Sentiment: Hold
Van: there ya go again!
You talk as if you were present at the CHMP meetings in the EU last month, were a director of marketing at a BP for 30 years, and clinical contract specialist all at the same time. But your not aren't ya! You have no experience in these areas at all--your just another schmuck shorting a stock and pretending you know what you are talking about!
You have never costed out a trial! You have never done a budget or know how much a bio pays for an investigator blood pressure at an interval or to store the drug in their pharmacy. You don;t know how much overhead is written into a budget for a study. You have never written or administered a contract or associated budget---its clear to see! So why run your mouth about it?
You don,t know how it works and I know because I have done it! So its easy to see thru your comments! Who says your qualified to determine how much developing other drug candidates will cost ARNA or anybody else! Clinical studies aren;t cheap, but your premises are just goofy!
You dont know what you are talking about much at all! The goal in bio is to develop drugs---thats how AMGN and BIIB got to where they are! Different drugs , in different indications, in different therapeutic areas have totally different cost structures in the P1, P2, and P3 space. of development and concepts like that fly right on over your head. Why do you bother---is your life that boring!
JMO
kutz
Sentiment: Hold
Van: Quit spewing out your fairy tale stories! You dont get it. When this drug expands out into the general practicioner world, generalists will dispense Belviq to overweight and obese patients including soccer moms who want to lose 10-15 pounds. Why: because it has the safety profile that will allow it for shorter durations of use to reach that goal (13-26 weeks). Its a safer alternative for these patients than Qysmia! use---period!
It will be used in this manner off-label even as it will not be necessarily marketed that way. The marketing will be more geared to the obese patients specialists see! Generalists will have every right to dispense this if they wish and the irpatient fits a profile that doctors are happy with. The label for a drug is not a law--its a process and guidelines to consider.
What are you talking about that some soccer mom trying to lose 10 pounds can't get this. Wanna bet! You are out of your league here---take your "whining over Belviq " ball and go home as you are obvious not qualified to be in this league!
JMO
kutz
Sentiment: Hold
No kidding---LOL! All yopu grandmas--throw all ya got into this market---all the pundits say so! Everything is manipulated anymore and if this monthly option baloney doesn;t convince ya--your dense!
JMO
kutz
Sentiment: Hold
Thanks! They will be getting around the meeting circuit surrounding this drug to be sure--its all part of the commerialization process! No surprise at all.
JMO
kutz
Sentiment: Hold
Those of us not playing the option game don;t give a rats petuti about this---we endure it in a heavy way every month as a manipulating drag on reality!!
JMO
kutz
Sentiment: Hold
John: You won't catch him---the slippery loosey goosey will be gone! hH exists in this little space before we attempt to acheive the potential. Loosey won;t be around for that or accept his tail kicking when he is wrong!
JMO
kutz
Sentiment: Hold
We know all about Belviq, but don;t kid yourself---there a whole world of bodies out there who are on the cusp of finding out and are still unaware. That list includeds some doctors, potential patients, and yes people in the investing world still unaware! Dont expect this situation to last much longer!
JMO
kutz
Sentiment: Hold
Nothing loosygoosy says has any facts to it---at least pharmas statements exist and can be acheived and ole loosey ain't counting all the possibilities--not even close. He is a short punk! Pure ans simple! Right loosey goosey!
JMO
kutz
Sentiment: Hold
Deep deep breath!
JMO
kutz
Sentiment: Hold
While you wait for that, try checking out the chess match going on over in THRX! THRX is spliting their respiratory products out from the rest of their pipeline. Its been speculated GSK would #$%$ it up. Now ELN has come in with a billion to buy a stake right under GSK nose---now I am really laughing! Nothing has been voted on yet so get out the popcorn!
I am laughing at the folks who think ARNA and Belviq sales aren;t going match up just fine with the worth of those respiratory COPD drugs that GSK and ELN seem to be fighting for control of from THRX!
JMO
kutz
Sentiment: Hold
Loosey: Evidently you never took AP calculus! Your calculations are all wrong. Over time your sales metrics are going to get simply blown away to the upside! But you dont get it!
Buy a dental mouth guard because within the year you will be mashing your teeth together when ya sleep and when your awake!
JMO
kutz
Sentiment: Hold
Silver---it sure ain't looking like your original comment is happening, but its early!
JMO
kutz
Sentiment: Buy
I did---I did! I am going to trade some out for profit later today and will also have raised my core level held. A two-fer!
JMO
kutz
Sentiment: Buy
John: The milestone cleans up the balance sheet very nicely, but in the end it will be scripts eveybody is watching and not some initial shipment that must happen to get started anyway! Later scripts related to ARNA financials will take over.
Like Truth said don;t expect 100K scripts in two weeks or you will set the expectation level for underacheiving. Wallstreet might try to do that themselves (what is good will be stated as bad or vie-versa).
Ya got to give Easai the rest of the year to allow Belviq take hold, put the insurance, advertising, and patient/physician awareness further in place. I will compare Easai scripts results to VVUS record upon launch to assess and prove out first line capabilities for Belviq!! It will be my metric to follow. In 2014, you should expect much more out of this and be more demanding at that point
JMO
kutz
Sentiment: Hold