VIVUS, Inc. (NASDAQ:VVUS)
CAPS Rating:
A pharmaceutical company dedicated to the development and commercialization of therapeutic products using patented proprietary formulations and novel delivery systems and by seeking new indications for previously approved pharmaceutical products.
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I'm partially attributing the lackluster performance of Arena after approval of Belviq to the fact that approval of Vivus' Qnexa is imminent and, despite some safety concerns that will need to be addressed post-approval, is actually a better drug. I think much of the value from Qnexa is already baked into the share price here, so I'm not going to touch this with real money...but on CAPS? I'll gamble on a decent FDA decision pop.
Have you read this article about Chromadex and the effect it could have on VVUS and the other obesity companies? (http://www.trefis.com/stock/cdxc/articles/128382/why-chromadex-has-monster-potential-in-the-obesity-market/2012-06-25 ) Real or overhyped?