d******a
发帖数: 3976 | 1 考验我门的时候到了,我还全仓呢，坚决不让庄把我洗出去,还有谁？ | k******r
发帖数: 4011 | | d******a
发帖数: 3976 | 3 11.65
【在 d******a 的大作中提到】
: 考验我门的时候到了,我还全仓呢，坚决不让庄把我洗出去,还有谁？
| b******e
发帖数: 470 | 4 wow...
【在 d******a 的大作中提到】
: 考验我门的时候到了,我还全仓呢，坚决不让庄把我洗出去,还有谁？
| k******r
发帖数: 4011 | 5 。。。你这是怎么跟的啊
【在 d******a 的大作中提到】
: 11.65
| h*******g
发帖数: 205 | 6 刚看到这个帖子，说是Cramer把Belviq and Qunexs 完全说反了。个人觉得他是为MM低
价进ARNA做托儿，如果你的进价低，没准再hold一下。我还拿着，进点比较低，但是，
锁利很重要！！
Great post on ARNA message board by a doctor responding to Cramer's show
last night.....
REAL PHYSICIAN: CRAMER REBUTTAL 11-Jul-12 09:14 am A very important (but
never discussed) point about anti-obesity treatment is what real physicians
will prescribe for their patients in coming years. I have discussed with
many of my fellow M.D.s, and almost all of us are going with BELVIQ instead
of QNEXA, regardless of a CRL delay with the latter.
1) We physicians all well remember the recurrent valvulopathies and
pulmonary hypertension that occurred with Fen/Fen. QNEXA will contain
phentermine (the first FEN). We have a right and sacred responsibility to
assess risk vs. potential benefits for every patient for which we write
prescriptions. Belviq causes none of these problems (less than placebo
controls) in FDA data.
2) The media (and Jim Cramer) have it all wrong as far as Belviq efficacy in
weight loss and he misrepresented Belviq last night.
*****The AVERAGE WEIGHT LOSS WITH BELVIQ IS 8% OF BODY WEIGHT AMONG
RESPONDERS. About 50% of patients will lose MORE than 5% of BW in 12 weeks.
If not, they need to stop it. Among those that do reach this threshold, 35%
lost > 10% of BW, and the top 25% of responders lost > 16.7% of BW!
3) Cramer is mistaken regarding his interpretation of FDA data. Regarding
weight loss efficacy, he related BELVIQ was not placebo-controlled, and
QNEXA’s data was. Wrong! He has it just backwards. BELVIQ’s data was
placebo-controlled, and QNEXA was not. This makes a huge difference in
accuracy of drug efficacy.
4) Cramer stated that around 60-70% of patients will not respond to BLEVIQ.
Wrong again. The real answer is 47.5% will not lose more than 5%, which
makes them classified as non-responders. Nevertheless, do not ever
underestimate the power of 5%-8% of weight loss. It can have dramatic
effects on overall health, with significant reductions in incidence of Type
II diabetes mellitus, coronary vascular disease, hyperlipidemias, sleep
apnea, stroke , and even malignancy reduction. Our patients will feel much
better about their overall health, and can use the psychological improvement
to exercise more, with reduction in pain from osteoarthritis in weight
bearing joints.
5) Cramer made another blunder in attempting to use scare tactics about “
hallucinations” with BELVIQ. The incidence of hallucinations is
ridiculously miniscule as to the absurd. We will not go into the
significantly elevated risk of cleft lip incidence in babies born of QNEXA
mothers, and the mind-numbing “dopey” side effect of topiramate (called “
DOPAMAX”). Who needs that? None of this was discussed by Cramer.
6) Cramer misrepresented BELVIQ’s earnings potential because of “limited
numbers of Easai drug reps in America”. How hard would it be to train any
drug rep about a medication that will change America’s heath?
7) Cramer misrepresented BELVIQ ‘s earnings potential because of its
marketing company taking about 40% of its revenues in the United States. He
neglected to mention that outside the U.S (Europe, Latin America, and Asia),
ARNA will get significantly more, if not all, of the earnings.
8) Cramer said QNEXA will not need to be a scheduled prescription, and
BELVIQ will. He got this just backwards as well . It is highly likely QNEXA
will be scheduled. BELVIQ has yet to be determined, but far less likely as
highly classified as QNEXA, meaning more restrictions on it. QNEXA will have
to be mail ordered, whereas most all pharmacies will actually stock BELVIQ.
9) Finally, the ultimate blunder is that Cramer blatantly said that NO
INSURANCE COMPANY WILL EVER COVER AND ANTI-OBESITY MED? Why? Because he had
asked one! This is preposterous, because as we all know, covered formulary
changes take time. When insurance companies can actually SAVE $, by
eliminating other costly meds by addressing the root health problem (obesity
), instead of its sequellae, we will have stumbled on a major solution to
the cost of healthcare in America! | d******a
发帖数: 3976 | 7 反身杀入
【在 k******r 的大作中提到】
: 。。。你这是怎么跟的啊
| o**y
发帖数: 1466 | 8 兄弟握个手吧，我11.70进了3000呢。我准备观望到今天。如果势头不对坚决割肉，留
得本钱在，不怕没财进。
现在情况还好。刚才10.10的时候差点冲动再补仓了，想想还是算了。
【在 d******a 的大作中提到】
: 11.65
| k******r
发帖数: 4011 | 9 止损点多少？
【在 o**y 的大作中提到】
: 兄弟握个手吧，我11.70进了3000呢。我准备观望到今天。如果势头不对坚决割肉，留
: 得本钱在，不怕没财进。
: 现在情况还好。刚才10.10的时候差点冲动再补仓了，想想还是算了。
| d******a
发帖数: 3976 | 10 握手,存钱补仓我也不敢
【在 o**y 的大作中提到】
: 兄弟握个手吧，我11.70进了3000呢。我准备观望到今天。如果势头不对坚决割肉，留
: 得本钱在，不怕没财进。
: 现在情况还好。刚才10.10的时候差点冲动再补仓了，想想还是算了。
| | | d******a
发帖数: 3976 | 11 Thanks!very encouraging post
physicians
instead
【在 h*******g 的大作中提到】
: 刚看到这个帖子，说是Cramer把Belviq and Qunexs 完全说反了。个人觉得他是为MM低
: 价进ARNA做托儿，如果你的进价低，没准再hold一下。我还拿着，进点比较低，但是，
: 锁利很重要！！
: Great post on ARNA message board by a doctor responding to Cramer's show
: last night.....
: REAL PHYSICIAN: CRAMER REBUTTAL 11-Jul-12 09:14 am A very important (but
: never discussed) point about anti-obesity treatment is what real physicians
: will prescribe for their patients in coming years. I have discussed with
: many of my fellow M.D.s, and almost all of us are going with BELVIQ instead
: of QNEXA, regardless of a CRL delay with the latter.
| o**y
发帖数: 1466 | 12 还是10.98，今天这个没机会了，不行在晚市卖了。
【在 k******r 的大作中提到】
: 止损点多少？
| s***n
发帖数: 448 | 13 哪里看到的帖子？我觉得你分析的很有道理。
physicians
instead
【在 h*******g 的大作中提到】
: 刚看到这个帖子，说是Cramer把Belviq and Qunexs 完全说反了。个人觉得他是为MM低
: 价进ARNA做托儿，如果你的进价低，没准再hold一下。我还拿着，进点比较低，但是，
: 锁利很重要！！
: Great post on ARNA message board by a doctor responding to Cramer's show
: last night.....
: REAL PHYSICIAN: CRAMER REBUTTAL 11-Jul-12 09:14 am A very important (but
: never discussed) point about anti-obesity treatment is what real physicians
: will prescribe for their patients in coming years. I have discussed with
: many of my fellow M.D.s, and almost all of us are going with BELVIQ instead
: of QNEXA, regardless of a CRL delay with the latter.
| y****y
发帖数: 10 | | o**y
发帖数: 1466 | 15 alpha上的文章，我也看了，search ARNA就可以看到。
这个文章的作者LONG ARNA.
【在 s***n 的大作中提到】
: 哪里看到的帖子？我觉得你分析的很有道理。
:
: physicians
: instead
| h****d
发帖数: 1420 | | s***n
发帖数: 448 | 17 今天ARNA收盘应该在10.30以上。呵呵
【在 o**y 的大作中提到】
: 兄弟握个手吧，我11.70进了3000呢。我准备观望到今天。如果势头不对坚决割肉，留
: 得本钱在，不怕没财进。
: 现在情况还好。刚才10.10的时候差点冲动再补仓了，想想还是算了。
| o**y
发帖数: 1466 | 18 我坚信这个股不会出太大的漏子。大不了捂着时间长一点。
【在 s***n 的大作中提到】
: 今天ARNA收盘应该在10.30以上。呵呵
| h*******g
发帖数: 205 | 19 seekingalpha上的。不是我的分析。。。。呵呵。
哪个医生也不愿意malpractice呀。
http://seekingalpha.com/currents/post/409781
【在 s***n 的大作中提到】
: 哪里看到的帖子？我觉得你分析的很有道理。
:
: physicians
: instead
| s**********o
发帖数: 14359 | | l********i
发帖数: 2503 | 21 faint,你们就是这样跟主席的啊，主席已经让走了，为什么不走？难道你们比主席还牛
？ |
|
