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JB3729

02/23/12 4:50 PM

#1552 RE: JAG626 #1551

Post from Sheff's board last September:

Arena in my professional opinion will be the clear choice. Have followed all three companies for about 3 years now. As a physician, I would be prescribing Lorcaserin first and more often.

#1 much better safety profile
#2 single agent, easier to use
#3 mechanism of action is clearer, and it is a novel agent

I do admit both VVUS and ARNA will likely get the approval nod now that Congress is calling out the FDA to better address obesity. There is lots of room in the market.

I know for a fact, the whole conundrum of rat tumor scare at Arena's AdCom panel was created by falsely presented data, whether purposefully or not. Arena is 75% of way towards disproving this misrepresentation and data so far shows Lorcaserin even safer than the original data. Only major outstanding study is 3 month prolactin study, already underway and perhaps even completed.

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JB3729

02/23/12 5:16 PM

#1553 RE: JAG626 #1551

Another of the physician's posts:

ARNA---Holding and buying here. Very good chance of FDA acceptance Q2.

This is safest drug of trio being proposed to FDA. VVUS likely gets through too, though odds are less IMO.

ARNA held up for over a year by manipulated data compiled by Dr. Eric Colman who directed Advisory Panel meeting in November, 2010 and purposefully combined malignant and benign tumors in rats to create false impression that Lorcaserin caused cancer in rats. A panel of endocrinologists panicked because data was very foreign to them---no animal pathology experts on panel----and followup studies by Arena have shown the drug to be even safer than the original data. This is FACT, not my opinion.


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