Bulls vs Bears updated 6/18/15
Bullish
Bearish
- Q3 2015 consensus revenue is $12.65 million. On the other hand, projected Arena share of U.S. and S.K. product sales are $5.7 million and at minimum another $2.2 million, respectively according to Seek Alpha
- Eisai to refile the MAA in Europe for Belviq by end of March 31, 2016
- Completed registration for Belviq XR. NDA is intended to be filed with the FDA later this year.
- Entered into an Agreement (exclusive worldwide rights) for nelotanserin w/ Roivant. Roivant intends to initiate additional Phase 2
- Completed Phase 2 for Ralinepag (APD811/PAH)-positve;
- Initiated patient dosing in a Phase 2 clinical trial of ralinepag
- Completed Phase 1 single-ascending dose trial of APD371- positive
- Top-line results from the Phase 2 for lorcaserin in smoking cessation; FDA meets Q2 2015
- Completed Phase 1b multiple-ascending dose clinical trial for APD334-positive
- At March 31, 2015 , cash and cash equivalents totaled $241.0 million
Bearish
- Belviq sales flat, underwhelming
- As of 6/2/15 Insider sell 3 mo -146268, sell/Tot=2/2; 12 mo -139,578 Sell/Tot=6/19
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