Replies to post #113779 on Biotech Values

[DewDiligence]

How is it that the Contrave denial and "bad" CRL is bad news for VVUS and good news for ARNA? Any thoughts?

I’ll take a shot. ARNA will (literally) need a miracle for Lorcaserin to be approved and, if the miracle should indeed occur, there is now one fewer competitor to share the market. VVUS requires something less than a miracle for Qnexa to be approved, so rational analysis still pertains.