Suggest you find today's article from Seeking Alpha and take a look why VVUS is a good unvalued investment. So sick of Spencer Osborne writing garbage about V being a bad investment . It's a breath of fresh air to read why VVUS will be the 500 pound gorilla in the not too distant future. Hint, the passage of the Obesity Act will make Q the number 1 selling drug in the obesity space. But there's much to the article you need to read if you are a Long (or even a stupid Short at these levels). GL to all longs.
Mike thanks for info. Only issue I have is total revenue for S can't be $137mm. V only gets a piece of that from its partners. However since we don't know how S is doing in terms of sales we will have to wait for Q1 results as well as product sales revenues.Gltu
rup you are truly a moron. Strandra is a pill not an injectable. But I think you know that and are just trying your best to be moronic. I have no idea why I just wasted my time responding to your childish posts. What do you possibly stand to gain from your diatribe daily on this board. If your short then you are a bigger moron than I thought at these sp prices..
shitzy stop lying when you haven't a clue. They did not layoff 1/3 of the sales force. they stated in their release they were going to concentrate on the 100 highest prescribers and it was taken they were laying off sales reps. You short and arna bashers are incredible.
Michael I have said all along that the fda may going outside the boundaries and reduce their CVOT requirements. The Aqlaim study is in fact a cvot study as mandated by the fda and was accepted by the fda. All V is trying to do is get them to accept the Aqlaim study and continue it for the next 1 1/2 years which at that point will be the 4 year study that is required. They are not looking for the fda to look the other way and make it easier and cheaper for V. The fda took the request under advisement. If approved then we are close to EMA approval for sale in Europe. The EMA was much more receptive to the Aqlaim study just that it had not gone on for a long enough time period. With another year 1 1/2 under the studies belt and if the fda accepts Aqlaim as the cvot study EMA approval will be a slam dunk in the not too distant future.
Michael agree with your assessment. Nowhere in that press release did they say they "cutting" 50 reps". Why the article in the WSJ said so is totally beyond me. Mr. Simenoids needs to get his fact straight before he writes garbage.
very surprising that tripple witching is Friday and we move up. Wonder if Put contracts overriding Calls is causing this up surge today. This is a very good sign and could bode well for the upswing to continue.
that's why we're going down and so will orex and arna tomorrow. So common you can take it to the bank and it never fails to happen. Take a look at the historical drops just before triple witching Friday on VVUS. Glad I didn't buy those $3 options I was going to.
Excellent find Chris. Sure put Qsymia in a good light and very positive. May explain why we were up yesterday. I am feeling a turnaround on the reporting of all diet drugs. There have been some really positive articles about diet pills starting to surface. I thought long ago it was going to take time to gain traction for all the diet pills. this articles confirms what I thought.
David did you see the trading action. Huge buys which tell me these all came through the institutional trading desk. The institutions were heavy at work trading today. Yes it does show demand for shares. What it all means in the long run of this week is really nothing. "Unless" something leaked out and they would be privy to info before you and I small guys ever will. We shall see what tomorrows brings us. It could get interesting, but then again we have seen this before and speculated on many things that never came to fruition. The VOLUME is what gives me hope. Tomorrow could be a normal day and if so then it was one institution trading with another and nothing more. We shall see.
What could be the big surprise in the FDA making a decision and causing Activis to have second thoughts that nobody is talking about is the CVOT. Do you think Act. is going to spend the money for this study. I don't think so. The FDA would make it an absolute requirement in their ruling if it was going to go in favor of Activis. Act. is stirring the pot but in the long run they will not pony up the $ for this study. I think Act. is stirring the pot to try and force V to sell at a reduced rate and V isn't buying it. In fact I think V has called their bluff. Act. will be in for a rude awakening. You know what they says, be careful what you wish for Activis. The FDA will absolutely take into account moneys spent for the study in any decision they make. FDA is not as cold hearted as many think and do have a heart for the company that came up with the drug in the first place even if it is a combination of 2 generics. What isn't a generic is the time release formulation that V came up with and it is proprietary to Vivus. It is their invention and that makes Q the efficacious drug that it is.
pmt- first things first. Your incessant whining is getting on even the longtime longs like me. I have been here since basically the beginning of this stock on nasdaq. Yes I still have a profit from my buys. I am also very experienced on the workings of wall street and have vast experience. Your theory holds no water in the WS realm on Sympathy.
What you're talking about is sector buying when GOOD news comes out on a competitor and everybody jumps in. generally this happens when the price goes up so fast on the GOOD NEWS company people go over to their competition for the cheaper priced shares. This is not the case on why we are up today. I will not post on this subject again so no need to answer. Come back to being one of the boys and look to keep your frustrations under wraps. With bio stocks all this negativity goes with the territory.
Listen pmt you think and posture what you want. You theory of "sympathy" is not founded. What is there to be sympathetic. Oh good news for Orex means I ma buying VVUS. Think about what you're posting. Correct me if I'm wrong we finished on the up side yesterday and there was no Orex news. Oh ya it leaked so people went and bought VVUS. Think about it pmt.
bubble agree with you. Sympathy over Orex. How foolish. if anything we should have gone down with the Orex news. This kind of volume lends itself to something leaked. I certainly hope so and it all started yesterday and has continued today (when there was not news from Orex). Over 4 mil. shares so far and doesn't seem to have let up in terms of volume, dictates something is up.
hey David, something's going on which we will find out about shortly. We certainly are not riding up on the Orex SA article coattails. Not only that yesterday was the same on big volume and a nice up and todays volume looks even bigger than yesterdays. Just imho.
here's some #'s Revenues 45.3mm vs. 33.4mm 2013. COG $33.4k 26% margin. Operating exp. $112mm vs $158mm 2013. Operating loss $50.7mm vs. WOW $154.6 in 2013. Tremendous improvement.
Agree Dvaid this was not a bad 1/4. It really shows promise going forward. Arena reports tomorrow. Take a look at their numbers. I don't think they are coming in with good numbers. Worse still they bent over for Esai by cutting price and their margins to compete with Orex. Take a look what that's going to do to their bottom line.
Btw partnering in this business is a show me proposition. Sure our competition partnered befor they even came to market but they sold their souls to do it. V has always said they will not give away the candy store. The competition did and they will pay in the end. Especially when you're a one drug trick pony. Stendra is picking up steam and the faster they do the faster they will get tv advertising. Then watch out. Endo is a big outfit. Just watch them increase the steam. Sales of S were very good and showing real signs of coming alive. As sales pickup so will they start to really advertise. Gltu
Agree with you Linda. Actually was surprised how low cash burn was. Now I looked at the financial. They have cut losses by half. It was 169mm and now $80mm yoy. There's plenty of good to be gleamed from their year end financials. If you know what you're looking at take a look. There is much improvement in their financials.