ARNA – Quick Update on Arena’s upcoming PDUFA date
Arena’s June 27th PDUFA date is quickly approaching. After the FDA Advisory Committee voted strongly in favor of approving Lorcaserin, for the treatment of obesity, mostly all pundits and analyst have all but claimed victory for Arena’s upcoming PDUFA date. We feel that despite modest efficacy, Lorcaserin has a high degree of likelihood for approval. […]
ARNA, VVUS & OREX – Update after Lorcaserin AdCOM
Yesterday, the FDA Advisory Committee voted strongly in favor of approving Lorcaserin, for the treatment of obesity. Previously, our group felt that ARNA’s Lorcaserin along with OREX’s Contrave would eventually gain regulatory approval, but that there would be some delay. In the case of ARNA, we were impressed at how eager the Advisory Committee was […]
ARNA – Quick take on FDA Adcom
Our coverage of the anti-obesity sector continues. Yesterday, the FDA released the briefing documents regarding Arena’s application for Lorcaserin. Lorcaserin, or Lorqess, is a novel therapeutic candidate for treatment of obesity. Brief History: In 2010, Arena submitted the NDA for Lorcaserin, a subsequent AdCom voted against the application, five on the roster voted for the […]
VVUS, OREX, ARNA – Understanding the Advisory Committee
Playing VVUS, OREX, ARNA through FDA Adcomm and Qnexa PDUFA Over the past several months, these three companies, with their respective late-stage anti-obesity drug candidates, have experienced a considerable increase in volatility and share price, due in part to new regulatory revelations regarding clinical pathways to regulatory approval. We believe there will continued volatility leading […]
VVUS – Vivus & the FDA; Understanding the Advisory Committee
Our Previous Coverage: Initial Report – 12/16/11 Quick Update 1 – 01/09/12 Last week, the FDA released the briefing documents for an upcoming Advisory Committee meeting set to discuss Vivus’s Qnexa, an investigational compound for the treatment of obesity. Our team combed through over 400 pages of material, in an effort to synthesize this data […]
VVUS – Quick Update – Vivus alters NDA for Qnexa, changes REMS
Vivus Pharmaceuticals (NASDAQ:VVUS) reached an agreement today with the FDA, to alter both it’s REMS and Label for obesity drug candidate, Qnexa. Previous Proposed Label Management took a very conservative approach when filing the initial NDA. Given questions about teratogencity of topiramate, one of the active ingredients in Qnexa, Vivus’s management proposed a label that […]
VVUS – Vivus Pharmaceuticals – Initiating Covereage – Neutral
Vivus (VVUS), is a specialty pharmaceutical company with two lead product candidates that are facing a regulatory decision within the next 6 months. Besides two PDUFA dates, VVUS also has an FDA Advisory Committee Meeting and results from a key study, dubbed FORTRESS, due out in the coming days. The most anticipated drug candidate […]
FDA Setbacks Make Vivus a Buying Opportunity
Vivus (NASDAQ:VVUS), a specialty pharmaceutical company, has faced some setbacks with its drug candidate, Qnexa, an investigational treatment for obesity, obstructive sleep apnea and diabetes. In October 2010, Vivus received a Complete Response Letter from the FDA, outlining a path to approval, which left investors who expected approval dissappointed. In January 2011, the company met […]
Vivus Investors Flee to Arena Pharmaceuticals
Jason Chew Vivus shares tanked after an expert panel voted 10 to 6 against approving its obesity drug, Qnexa. The panel was particularly worried that Vivus only had one year data for its drug- not long enough in its opinion to gather long term safey data in light of Qnexa’s CNS and Cardiovascular side effects. Qnexa […]
Vivus Has a Hit in Qnexa
Obesity has a high prevalence in the US and is now frequently cited as being a national health issue. It is on the rise in almost every industrialized and some industrializing nations. There are currently no blockbuster weight loss drugs due to lack of efficacy, though many have failed due to unwanted side effects. Some […]
Weight loss, as easy as taking a Qnexa pill
Vivus Pharmaceuticals shocked the health-care industry earlier this year when it announced positive phase III results for it’s new obesity miracle drug. The drug, dubbed Qnexa, is a combination of two, already approved therapies, phentermine and topiramate. Qnexa, combines phentermine, the stimulant that boost the metabolism, with topiramate, an anti-convulsant that also interferes with binge-eating […]
