All I can say is much better than VVUS or OREX, at least for the next two years...
【在 J***J 的大作中提到】 : 到底有没有戏
p*e
9 楼
股价大幅回落 partially due to hedge funds (for details, go read yourself, don't rely on any 牛X here, because they are not 奶牛, me either!!!), also script numbers far below expectation. will up to 10 mainly due to the script numbers, none of the funds could block it... Recent catalysts: 1. double sale force; 2. ad If you are serious bidder, read the history of VVUS, ARNA and current OREX, Again, gamble with a reason/confidence. Good luck!
Concerning obesity drug, I trust Spencer Osborne who always give fair analysis More info. here: http://seekingalpha.com/article/1871711-orexigen-announces-100- esp. the last paragraph In my opinion, Orexigen is still a "wait and see" play. For the sector, I see January and February of 2014 as a key time period. Arena and its partner Eisai should be ramping up a more aggressive ad campaign that should bring consumer awareness, and insurance companies should be adjusting formularies on obesity treatment. Consumer traction combined with better insurance coverage could be a powerful catalyst for the whole sector. 【 sponge) 的大作中提到: 】