Until a partner for Stendra is announced, ARNA's panel tomorrow will determine how our stock will be moving in the coming weeks. If they get a very positive panel vote, we will see a move down, if they get an even panel vote, VVUS will remain neutral, and if they get torn to shreds (as is expected), VVUS will move up.
As for ARNA's PDUFA date, I feel that regardless of what happens, it is good news for VVUS. If Lorcaserin get approved, it pretty much ensures that Qnexa will also get approved. If it gets rejected, it means less competition for when Qnexa is approved.