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Message Boards Settings Orexigen Therapeutics, Inc. (OREX) - Quote Info
jerjacko has a better point      6-Nov-09 09:10 pm    
yeah, listen to jerkjacko instead of me...instead of taking profits on a company that is going nowhere, follow the pumper jerjacko and keep waiting for a takeout which will NEVER happen.

Let me be clear: large pharm is NOT interested in combination drugs for obesity. they took their chance on a mechanism that did not work (cannabinoid receptors)and have not since invested in this space. in fact they have been clear that this is a market they are NOT interested in. They know that weight loss has to be >10 placebo subracted from baseline to be meaningful and none of these combination drugs reach that level. So if a partnership comes, its going to be from a crappy company on crappy terms. honestly, the obesity space is not meant for a 30 person company.

further, reimbursement is big for this market and third party payers are ONLY reimbursing gastric bypas and lapbands b/c with those you are guaranteed >20% weight loss w/o side effects, generic substitution risk etc.
but don't listen to me tho, take advice from the JACKO PUMPSTER


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jksnnh


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jerjacko has a better point
jksnnh Not rated 6-Nov-09 09:10 pm  
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Orexigen Therapeutics, Inc. (OREX)

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At 3:46PM ET: 7.405 Up 0.125 (1.72%)
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