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Morgan Stanley Message Board

yrubinek 125 posts  |  Last Activity: Mar 26, 2015 10:35 AM Member since: Jan 11, 2007
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  • Only few investros ... how long this play to continue ?

  • Reply to

    IMS

    by r1t2003 Mar 16, 2015 10:52 AM
    yrubinek yrubinek Mar 16, 2015 12:08 PM Flag

    Be sure that ff Qsymia positive selling trend to continue the stock price won't stay at the $3 range....

  • Have you ask yourself how much money OREX / ARNA is getting for every product their partner sell ?

    From the latest IMS numbers although 150 VVUS sell reps Qsymia TRX & NRX numbers are not so far from her competitors with 600-900 sells reps ...

  • Once competitors to reach TR x & NR x at 50,000 -100,000 level then
    VVUS to be open for partner talks.
    Let the competitors create the market for VVUS.
    Pfizer , Sanofi ENDO will call VVUS within 18 months.

  • Reply to

    SETH HAS A PLAN

    by r1t2003 Mar 11, 2015 10:05 AM
    yrubinek yrubinek Mar 12, 2015 4:20 PM Flag

    r1t2003
    What is your offer?
    What does management need to do ?

  • First stage :

    1. Going to ENDP CEO and tell him to make $100 million Stendra TV- campaign for aggressively promotion.

    2. Asking ENDP for free sumples for one months.

    Stendra should be $300 - $400 million product revenue within 3 years in the USA.

    Second Stage :

    Insurance insurance insurance is all about. focus on insurance companies.
    They should put Qusymia ob tier II the same as CVS has done.

    Sentiment: Strong Buy

  • Reply to

    SETH HAS A PLAN

    by r1t2003 Mar 11, 2015 10:05 AM
    yrubinek yrubinek Mar 12, 2015 12:00 PM Flag

    r1t2003
    I know you are long time VVUS stock holder.
    You know how big the market expectation from Qusymia was and how the FDA took a stance for long term safety data ( CVOT trial ).
    Qysima is a very good product but as Seth said the problem with physician and the health insurance companies. once this solves then you see the numbers growing.
    Seth is looking 3-5 years forward... then the obesity market to be development the same as Actavis, Teva and all the others thinking.
    Seth does not want to 100% finance Qysima like OREX / Arna and their partners. Seth know Qysimia long term value.
    Do not expect much from Qysimia this year, I believe if selling product increase 15% on 2015 Seth will be pleased.

    Regarding Stendra, Endo should go with national T.V campaign if they want a blockbuster product. The Women who most buying ED products for their sex partner have to know about Stendra advantages and not the men.

    Take care

    Sentiment: Strong Buy

  • Reply to

    SETH HAS A PLAN

    by r1t2003 Mar 11, 2015 10:05 AM
    yrubinek yrubinek Mar 12, 2015 10:35 AM Flag

    What can he do more?
    His people are working under his strategy.
    Calling for physicians, speeking with potential companies to license Stendra for other territories. calling insurance companies to cover Stendra.
    When the market see increasing product selling the stock price will go up.
    at the meantime algo trading is running the stock up an down on a 4 - 12 cent.

    Sentiment: Strong Buy

  • Why shorting a good company below $3.
    VVUS bring new & good product to the market
    VVUS has good management team, some respect please.
    Do you have somethin again VVUS CEO Seth Fisher?
    Let him build the company, he know what need to do.

    Sentiment: Buy

  • But that not before end of 2016. in the meantime management to make progress with insurance companies to cover Qsymia, Stendra/Spedra to generate royalties and milestones, and CVOT trial to roll on light volume.

    Sentiment: Strong Buy

  • Reply to

    IMS Scripts from IV board

    by strummer48 Mar 10, 2015 12:32 PM
    yrubinek yrubinek Mar 10, 2015 2:51 PM Flag

    Don't forget Qsymia is the expensive product among the three.
    Belviq & Contrave can not earnmoney with their low price.
    Interesting to see whatwillhappen when they increase their product price.

  • Avanir Pharmaceuticals Inc. (NASDAQ: AVNR) announced that it has entered into a definitive agreement with Japan’s Otsuka Pharmaceutical for a $17.00 per share buyout. Monday’s closing price was $15.00.

    After the transaction is completed, Avanir will continue to operate under its current structure as an independent subsidiary of Otsuka America

    Same could happrn with VVUS, Qsymia could treated OSM etc...
    Short you will burn big time and if Actavis send you to shoet VVUS tell then to go away !
    Soon Goldman come and raise the trget price to $8 !

    Sentiment: Strong Buy

  • From VVUS Q4 2014 Conference call.
    "Qsymia total prescription volume grew approximately 43% in 2014 compared to 2013 with demand remaining relatively steady on a weekly and monthly basis, especially throughout the latter half of the year".

    " Q4 net product revenue was $12.7 million in sales of Qsymia compared to $7.7 million in the fourth quarter of 2013." Prescription volume for the current quarter was impacted by holidays in November and December compared to the previous quarter.

    although November & December sells impacted by holidays Qsymia Q4 revenues has shown 65% growth Vs. Q4 2013. that is very impressive. I would like to remind you that AUXL lead product for rheumatics generates $100 million in revenues the time ENDP buyout AUXL for $2.6 Billion.

    No doubt Qsymia will be worth $1 billion within 1 year for ENDP.
    I also believe ENDO will like to by VVUS royalties and milestones right from VVUS for $200 million therefore I think VVUS will buyout at $12 within 12 -18 months by ENDO.

    Short should start run and close there short position. soon it will be too hot there.
    VVUS is not DNDN situation.
    and North Tide Capital, are not idiot !!!
    They are very professional.

    Sentiment: Strong Buy

  • August 20, 2014 | By Arlene Weintraub

    Judge Joel Pisano of the U.S. District Court in New Jersey ruled that Actavis's filing for FDA approval of generic Gralise infringes all seven of Depomed's patents on the product. With this ruling, Depomed's market exclusivity will be protected until 2024. In a statement from the company, CEO Jim Schoeneck said the ruling "confirms the innovation of Gralise and the strength of our patents."

    Protecting Gralise has been a long, hard challenge for Depomed. The drug, which won FDA approval for the management of postshingles pain in January 2011, is a once-daily version of Neurontin (gabapentin), an off-patent Pfizer ($PFE) product. Generics makers started challenging Depomed's patents almost immediately. Depomed sued 6 companies that filed for FDA approval of generic Gralise, including Actavis, and by the spring of 2012 it had successfully fended off the other 5 copycats.

  • On this call RBC analyst asked VVUS CEO about partnership.
    "When is the right time to do a partnership to add sells reps"? it is now is it in couple of years?
    VVUS CEO said, the market is developing. VVUS has 150 sells reps on the market that cover the most important doctors prescribing obesity products.This 150 sells reps can call new doctors who coming to take care obesity treatment.
    VVUS CEO also said, we are one product in the bag because we license Stendra.by nature one product in the bag isn't efficiency. CEO see the benefit for VVUS with partnership. partnership bring efficiency, product coming into our bag or product going into somebody bag.
    VVUS CEO continue : I'm not sure there is a bid on the street because the market has not show yet that partnership to elevate the growth. but VVUS CEO see partnership benefit for other reason and that he has not discovered yet.
    My question :What VVUS CEO to plan by saying " We see partnership benefit for other reason"Is he looking bringing VVUS new products to develop or sell the company?

  • To make VVUS sells reps efficient activity more products for sell is needed .
    Short squeeze to happen this year!

  • From VVUS RBC Healthcare conference

    On this call RBC analyst asked VVUS CEO about partnership.
    "When is the right time to do a partnership to add sells reps"? it is now is it in couple of years?

    VVUS CEO said, "the market is developing. VVUS has 150 sells reps on the market that cover the most important doctors prescribing obesity products.These 150 sells reps can call new doctors who coming to treat obesity".

    VVUS CEO also said, we are one product in the bag because we license Stendra. by nature one product in the bag isn't efficiency. CEO see the benefit for VVUS with partnership. CEO continue and said "partnership bring efficiency, product coming into our bag or product going into somebody bag".

    VVUS CEO continue : I'm not sure there is a bid on the street because the market has not show yet that partnership to elevate the growth. but VVUS CEO see partnership benefit for other reason and that he has not discover yet.

    My question :What VVUS CEO to plan by saying " We see partnership benefit for other reason"

    Is VVUS CEO looking for new VVUS products for development?

    Does VVUS CEO want to sell the company?

    I think witin 9 months something to be happen.

    I strongly believe the company is for sell !

  • BROADFIN CAPITAL, LLC & DEERFIELD MANAGEMENT CO building position

  • yrubinek yrubinek Mar 6, 2015 4:12 PM Flag

    The boy is a chart player.
    Big money never been made by chart playing!

  • I strongly believe VVUS management to run the CVOT trial as it should be.
    FMR should invest in VVUS and not is OREX.
    VVUS has the best product for obesity.

MS
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