latest article as recent as april 14th discussing mongolian parliamentary session of spring 2014 currently in session. goolgle "infomongolia dut cum slash oyu tolgoi project sla/sh parliamentary session spring 2014"
when you click on any of the articles go to the very bottom of the page and see a lengthy list of other on point pertinent articles related to our topic of interest here. gl longs.
gsc- thx 4 ur input- happy holiday. we go double digits in 2014 is my belief
shar- thx 4 reply......... happy easter
im assuming current low institutional ownership in mnkd means the corrupt ba*t**ds/tutes will do their corrupt behavior to get retail longs OUT..........SO TUTES CAN GET 'into mnkd.
solution to this is for retail to accumulate of the pps dips............... and then hold on.
just imo derived from other small biopharma actions over long periods of time. gl to retail players
if you appreciate that tv ads in fact do reach the avg american thinking brain..........then you should appreciate that more americans will be exposed and educated as to potential health benefits of belviq.
couple this notion with the doctors new familiarity with belviq's effectiveness and safety profile.
next.........combine and imagine the new enhanced and increased quantitative interaction between american patients and their doctors w/r to consideration/conversation about belviq as a option to help the patient.
NOW WHERE IN THIS ANALYSIS DOES ADAMB FARTSTENE OR JIMBO OR OZZY OSBOUNE OR THE HEDGE FUND DIRECTIONAL BET COME INTO PLAY ???? THE ANSWER IS THAT THESE CAPITALIZED ENTITIES BECOME MARGINALIZED CLOSER TO ZERO THAN EVER BEFORE.
the new game NOW to focus on is the performance of EISAI in its newly revised ( eisai belviq mgmt is a new mgmt team please recall ) rollout strategy for belviq in usa . this post restricts itself solely to belviq in the usa marketplace and my contention that in 2014 year arna pps should hit double digits solely on american belviq marketshare within the obesity marketplace in america.
THESE GUYS ARE ISSUED TALKING POINTS BY THE BIG $$ HEDGIES. THAT SHOULD BE YOUR ASSUMPTION. so zero tutes trade based on cramers statements. the media opinionators are puppets.
..............EOM............. OF COURSE it is illogical to expect the just published tv commercials to have any effect whatsoever on this fridays or next fridays script data for belviq. i am thinking it might take approximately 3 months to begin seeing increase in script # due to the tv commercial effect. 3 months is just a number i pulled out of my hat/head. perhaps other more knowledgeable posters familiar with tv ad campaigns could refine the 3 month guesstimate by me.
of course as the tv ad "campaign" evolves over time........ the growth rate for belviq should increase at a faster rate.........because of greater knowledge absorbtion,,, by the general american public,,,, of the health benefits of belviq. this last statement would seem to be a 'GIVEN'.....to me.
welcome pros & cons as to my thoughts.
if the insiders all bought mere 10,000 shares- such group action would have to be interpreted as mgmt sending out publicly, a signal of confidence. im sure these folks can afford a mere 10,000 shares @ current level and the risk downside has been notably taken away by now.
muy- bang- you called it. not happy about it but the entire sector is in same boat. sppi however was not frothy-thus upside potential from low of 6.30 last week seems very high to me.
hello rowdy my cyberspace friend :) congrats to you firstly on getting out of the entire market a month or two ago. you saved a lot of money on that move. plus u can now acquire bargain entry prices.
with respect to urz..........i told you i sold my shares purchased @ $1 and im holding my shares i initially purchased @ 1.30- 1.32/sh. im glad i listened to your rrecommendation . i have a good sense of when to follow up on someones advice. i also followed another smart posters advice to me to get into rad back in 2013. anyway.....i will add to urz probably if it goes again to 1.60 but definitely below 1.50.
the warm weather is here . i recall you said u seeded indoors. good 4 you. i did not do that this year.
let me know if you have some stocks you recommend in the future ( after u take ur position of course :))
OK.........speak to u soon. stay hungry .stay thirsty. lol
there is nothing in his article that we dont already know. that we didnt already forecast long ago.
i dont think retail longs are really giving much weight to any internet articles on belviq.
the facts speak for themselves. the deal arna made with eisai gave arna a strong foundational existential underpinning. arna is now assured of its ability to continue to develop its pipeline development thanks to the deal with eisai. plus......... the commercial rollout might very well be finally emerging as a force that cannot be reckoned with. once the art /science behind the drug belviq is spread thruout america to average folks................ the doctor/patient discourse will become the significant determinant in belviq's growth rate. and the influence of hedge funds will diminish accordingly and the short interest will cover significantly as the pps of arna corp goes into double digits.
i truly dont pay much if any attention and usually dont even click on these internet articles written by unqualified non journalists, non science educated writers.
folks here are for the most part very intelligent and can perform their own due diligence and make their own forward looking forecasts .
1) actors are just regular looking americans...........we can relate to that immediately
2) tv ad explains "sometimes will-power is not enough".......... everyone KNOWS THAT IS CORE PROBLEM.
IT IS SMART MESSAGE TO INCLUDE IN TV AD............ willpower is NOT enough.........
3) the ad shows/explains that belviq goes to the brain receptor to give you a feeling of being full.
ANOTHER VERY INTRIGUING AND ATTRACTIVE FACET FOR ANY OVERWEIGHT PERSON TO APPRECIATE.
4) conclude:: very very well done first introduction of belviq to most all americans, via tv ad.
the variety of ads that follow,,, over time,,,, should make a lasting positive impression on the overweight american public.
i can really see belviq attaining a piece of the american obesity pie..........which is an enormous pie.
i can see belviq finding its valid niche in americas obesity marketplace.
more doctors are going to increase the quantity of their patients to exposure to belviq as a health aid.
as of today.......americans will soon become familiarized with the term belviq and how it is unique and novel in affecting the receptor in the brain creating a feeling of fullness.........SO THE PERSON DOES NOT HAVE TO RELY ON HIS OWN SELF-CONTROL. we all know self control is the crux of the obesity issue for many folks.
thus, belviq's mechanism should be very attractive to folks that recognize they dont have adequate self contro.
POSTER fredfarmer..........i want you to be short and strong..........stay with your anti arna convictions to the BITTER END................... ( why you participate here is answerable only by you and your psychiatrist)
the tv ads ,,,,,,,,step by step......as they are altered over time........will be a multi stage "ad campaign" designed to get all the positive belviq information...........into the minds of the american viewing public at large.
shortie bash posts incorrectly assume this one ad........is not going to be altered to further along a more in depth education about belviq to the american public. THIS IS PURE SHORTIE FRAUD.
the tv ads will be leading into the further additional deployment of 200 belviq sales reps bringing total sales reps to 600 !!.
as the tv ads and 600 belviq sales reps work their "magic"............... i expect countries other than usa,,,,,,
to give approval to belviq........... that means More belviq users and a larger potential pool of belviq user candidates. I ONLY SEE UPSIDE AS TO THE GROWTH IN BELVIQ USAGE FROM HEREON IN.
I DONT GET THE SHORTIE THESIS AT CURRENT LOW VALUATION OF ARNA CORP ESPECIALLY WITH ALL THE UPSIDE CATALYSTS FORTHCOMING FOR BELVIQ GROWTH.
NOW THAT IS FUNNY.............. "spencer is right of course " ?? NOW THAT IS THE JOKE OF THE DAY AWARD RECIPIENT.............
yes but multiple suitors with be actively looking over mnkd corp for potential takeover.......and these suitors will be conferring with mnkd's hired banking representatives........
SO buyout process will in fact continue to be ONGOING THROUGHOUT THE WAITING PERIOD LEADING UP TO FINAL FDA DECISION.
SO........ retail players will, ,,,be in the dark........but i imagine plenty of insiders will have knowledge of degree of likelihood that a big pharma wants to takeover MnKd corp.