Friday, August 9, 2013

Comment to Jason Napodano and John Tucker on their "Analysis" of Arena

My retort to Arena bashers--er...analysts Jason Napodano and John Tucker:

I noticed you deleted my comments on how WRONG you and Jason were on Lorcaserin's FDA approval.

There is no straw man.  You said EMA was more impactful and bigger than FDA approval.  Which tells me your expertise lies elsewhere.  You said yourself you don't take into account drugs in phase I trials.  You also dismiss ARNA having multiple marketing partners for the Americas and ROW.  Yet, you pass judgment on ARNA.  So yeah, it's suspicious, because either you have huge blind spots or you are earning a second income.  And you keep harping on Belviq's efficacy, or lack thereof.  Your short thesis will get smoked again.  You guys act like SA is the only outlet, so go ahead and delete away.  The truth will leak out until it becomes Niagara Falls.

Before you do delete this message, please address where you were wrong on Lorcaserin getting approved.  It was approved, and so far, its commercial launch is three times better than Qsymia's launch.  Your track record on ARNA hasn't exactly been spotless.

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