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Doesn't look good...shocker, I know.

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Anonymous said:
http://www.thestreet.mobi/story/116...few-fans-in-japan.html?puc=yahoo&cm_ven=YAHOO
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Thanks for posting this. Look guys, this is not some hater who is giving his negative opinion, this is the opinions of legitimate analysts with no dog in the fight so they are giving the objective opinions. Some are good some are not so good, but let’s all just be realistic about this and not have some false sense of security that Belviq is going to save us or our jobs. Heck if you believe the GSK rumors we very well may not even be selling this drug. Not to be a downer just trying to set a realistic expectation…
 




Anonymous said:
Thanks for posting this. Look guys, this is not some hater who is giving his negative opinion, this is the opinions of legitimate analysts with no dog in the fight so they are giving the objective opinions. Some are good some are not so good, but let’s all just be realistic about this and not have some false sense of security that Belviq is going to save us or our jobs. Heck if you believe the GSK rumors we very well may not even be selling this drug. Not to be a downer just trying to set a realistic expectation…
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So what exactly are you saying. We should jump ship NOW after weathering the worst of storms???
 




Anonymous said:
So what exactly are you saying. We should jump ship NOW after weathering the worst of storms???
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You haven't seen the worst of stroms yet...

All I'm saying is Belviq very well may not solve our problems and there's a good chance Arena gets bought out by the likes of GSK and we never even sell this drug.
 




Anonymous said:
You haven't seen the worst of stroms yet...

All I'm saying is Belviq very well may not solve our problems and there's a good chance Arena gets bought out by the likes of GSK and we never even sell this drug.
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When do you think this at will be out of the bag if it is in the bag. We need to be planning people. Eisai won't give out the layoff money they did last time!!
 




Don't look for Arena's Belviq to take Japan by storm, analysts say

J.P. Morgan analyst Masayuki Onozuka is on record with a lowball sales forecast: $100 million for 2014 and $200 million for 2016.
Morgan Stanley MUFG's Mayo Mita is a bit more positive, estimating peak sales of $200 million to $500 million.
In any event, says Credit Suisse's Fumiyoshi Sakal, we "expect [Belviq] to be only a modest positive for [Eisai] shares. We also see little possibility of [Belviq] quickly developing into a blockbuster."
 








The consensus view from Japanese analysts seems to be that Eisai is getting a raw deal in its partnership with Arena, suggesting (without saying explicitly) tht perhaps Eisai needs to buy Arena to make Belviq profitable. But with growth slowing due to the loss of patent exclusivity for the Alzheimer's drug Aricept and the setbacks with its breast cancer drug Halaven, does Eisai have the financial resources necessary to make a run at Arena?
 




Anonymous said:
The consensus view from Japanese analysts seems to be that Eisai is getting a raw deal in its partnership with Arena, suggesting (without saying explicitly) tht perhaps Eisai needs to buy Arena to make Belviq profitable. But with growth slowing due to the loss of patent exclusivity for the Alzheimer's drug Aricept and the setbacks with its breast cancer drug Halaven, does Eisai have the financial resources necessary to make a run at Arena?
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Yes. The huge revenue stream from the MGI acquisition can provide the funds.
 
















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