Showing posts with label Arena. Show all posts
Showing posts with label Arena. Show all posts

Friday, September 13, 2013

Arena Goes Direct To Consumer In Oprah Spread


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.

Monday, April 22, 2013

Mystery objectors delay weight loss drug

http://www.ft.com/intl/cms/s/0/ef3ca4ae-aa65-11e2-9a38-00144feabdc0.html#axzz2RDD5TuHr
The launch of a new weight loss drug is being held up by the US Drug Enforcement Authority, after a surge in anonymous objections that some investors fear is manipulating the process.

Belviq, developed by Arena, the US biotech company, was authorised as safe and effective by the Food and Drug Administration last June, but has yet to be ratified by the DEA under a process designed to ensure controlled use of medicines that come with a risk of abuse.

The FDA recommended that Belviq, known generically as Lorcaserin, be classified as a “schedule IV” drug, a low-risk category, which gives regulators some supervisory powers to oversee prescriptions.

But an unusually high number of 69 comments have been filed on Belviq, creating a greater workload for DEA officials in making an assessment.

The stalling has allowed Qsymia, a weight-loss drug made by Vivus, a rival US biotech, to gain a lead over Belviq, even though the drug was approved after Belviq by the FDA. While most of the 47 positive remarks on the DEA website are identified by the name of the author, 19 of 22 negative ones are anonymous, sparking debate over whether individuals with a vested interest in delaying Belviq have been posting criticisms.