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Obesity Investor by Ruthanne Williams Roussel

Obesity Investor by Ruthanne Williams Roussel. January 30, 2011. A few quick thoughts on Orexigens (OREX) anticipated PDUFA (FDA decision) date scheduled for January 31. First of all, we may not hear from the FDA on time at all, which isnt necessarily all bad. By some counts, the FDA has been missing up to 40% of its PDUFA deadlines in recent years, and the bad weather on the East Coast may not help it any this time. Disclosure:  Long OREX. Jan 30, 2011 5:19:50 PM. December 09, 2010. On Tuesday, December...

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Obesity Investor by Ruthanne Williams Roussel | obesityinvestor.typepad.com Reviews
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Obesity Investor by Ruthanne Williams Roussel. January 30, 2011. A few quick thoughts on Orexigens (OREX) anticipated PDUFA (FDA decision) date scheduled for January 31. First of all, we may not hear from the FDA on time at all, which isnt necessarily all bad. By some counts, the FDA has been missing up to 40% of its PDUFA deadlines in recent years, and the bad weather on the East Coast may not help it any this time. Disclosure:  Long OREX. Jan 30, 2011 5:19:50 PM. December 09, 2010. On Tuesday, December...
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Obesity Investor by Ruthanne Williams Roussel | obesityinvestor.typepad.com Reviews

https://obesityinvestor.typepad.com

Obesity Investor by Ruthanne Williams Roussel. January 30, 2011. A few quick thoughts on Orexigens (OREX) anticipated PDUFA (FDA decision) date scheduled for January 31. First of all, we may not hear from the FDA on time at all, which isnt necessarily all bad. By some counts, the FDA has been missing up to 40% of its PDUFA deadlines in recent years, and the bad weather on the East Coast may not help it any this time. Disclosure:  Long OREX. Jan 30, 2011 5:19:50 PM. December 09, 2010. On Tuesday, December...

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Obesity Investor by Ruthanne Williams Roussel: Thumbs Up For OREX Shows Diversification Strategy Can Work

http://obesityinvestor.typepad.com/obesity_investor_by_rutha/2010/12/thumbs-up-for-orex-shows-diversification-strategy-can-work.html

Obesity Investor by Ruthanne Williams Roussel. December 09, 2010. Thumbs Up For OREX Shows Diversification Strategy Can Work. The rest of this post was cross-posted at Seeking Alpha). OREX has a marketing partnership in place for Contrave with Takeda of Japan.While the FDA is not required to follow the recommendations of its advisory panels, it usually does. Contraves PDUFA date, or approval decision, is scheduled by January 31. Expect volatility in the stock leading up to that date. Financial analyst, i...

2

Obesity Investor by Ruthanne Williams Roussel: Arena

http://obesityinvestor.typepad.com/obesity_investor_by_rutha/arena

Obesity Investor by Ruthanne Williams Roussel. July 15, 2010. What a Letdown for VVUS. The main concerns cited were:. A lack of safety data longer than one year, although patients will likely be taking Qnexa long-term, at least at maintenance levels, and . Concerns about birth defects when women taking Qnexa become pregnant. Jul 15, 2010 3:04:14 PM. July 13, 2010. FDA Briefing Docs Are Up, So Are Stock Prices. Clearly, many agree with me that FDA raised no new concerns about VVUS. As well.  The...Dont be...

3

Obesity Investor by Ruthanne Williams Roussel: ARNA First To Partner, Though Deal Not Quite What Everyone Hoped

http://obesityinvestor.typepad.com/obesity_investor_by_rutha/2010/07/arna-first-to-partner-though-deal-not-quite-what-everyone-hoped.html

Obesity Investor by Ruthanne Williams Roussel. July 01, 2010. ARNA First To Partner, Though Deal Not Quite What Everyone Hoped. This morning Arena Pharmaceuticals (ARNA) announced a US marketing partnership with the US arm of Japans Eisai, known for gastrointestinal drugs, among others.  A well-attended conference call with many new (to me, at least) faces was held before market open, which will be archived on the companys web site for 30 days. Two side notes in closing.  First, CEO Jack Lief i...Arena p...

4

Obesity Investor by Ruthanne Williams Roussel: How To Drive Your Analyst Nuts

http://obesityinvestor.typepad.com/obesity_investor_by_rutha/2010/07/how-to-drive-your-analyst-nuts.html

Obesity Investor by Ruthanne Williams Roussel. July 09, 2010. How To Drive Your Analyst Nuts. Friendly reminder: Check FDAs web site http:/ bit.ly/blfLUP. Monday for possible 7/15 Qnexa panel meeting briefing docs. Nothing there now though as of 4 pm Friday PDT. Jul 9, 2010 4:17:36 PM. The comments to this entry are closed. ARNA First To Partner, Though Deal Not Quite What Everyone Hoped. FDA Briefing Docs Are Up, So Are Stock Prices. This is fantastic news! Sharon has tremdous tal.

5

Obesity Investor by Ruthanne Williams Roussel: FDA Briefing Docs Are Up, So Are Stock Prices

http://obesityinvestor.typepad.com/obesity_investor_by_rutha/2010/07/fda-briefing-docs-are-up-so-are-stock-prices.html

Obesity Investor by Ruthanne Williams Roussel. July 13, 2010. FDA Briefing Docs Are Up, So Are Stock Prices. The FDA briefing documents are up.  Have a read.  They are over 300 pages, so allow some time. Clearly, many agree with me that FDA raised no new concerns about VVUS. Today, and that this is good for OREX. As well.  The shares of VVUS, OREX and ARNA are all well up. Dont be surprised if Qnexa ends up with a category X. S in the going too far up class (hallucinations, flight of ideas etc.). Friendl...

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Obesity Investor by Ruthanne Williams Roussel

Obesity Investor by Ruthanne Williams Roussel. January 30, 2011. A few quick thoughts on Orexigens (OREX) anticipated PDUFA (FDA decision) date scheduled for January 31. First of all, we may not hear from the FDA on time at all, which isnt necessarily all bad. By some counts, the FDA has been missing up to 40% of its PDUFA deadlines in recent years, and the bad weather on the East Coast may not help it any this time. Disclosure:  Long OREX. Jan 30, 2011 5:19:50 PM. December 09, 2010. On Tuesday, December...

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