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OREX OREX

05-14-2015 , 02:23 PM
But this is all new data and information. The study allowed those that did not think they were losing weight to drop out. 2/3rds dropped out because they did not think it worked.

If a company doctored the results to include those that dropped out, don't you think that would subject them to a lawsuit? Why wouldn't the independent scientists at Cleveland Clinic remove those that left the trial? This should be their data and analysis not Orex's data. This is all new info too.

"It told Orexigen when Contrave was approved that it would need to do a second big study, because Orexigen had not kept the data fire walled, instead letting over 100 people, including people outside the company and Orexigen’s CEO, learn about the results, according to FDA documents." If I was an employee and CEO I would like to know the results.

It turns out the new data is showing it is not a longevity drug and they have to do the large study anyways and the drug is still on the market. The financials look bad. The drug most likely does not cause an increase in death.
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06-16-2015 , 06:43 AM
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Originally Posted by steelhouse
It turns out the new data is showing...
Indeed, it turns out the new data is showing that a few guys made a lot of money with this move while a bunch of fools lost a lot. Some of them may even be fat and stupid at the same time
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06-18-2015 , 03:49 PM
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Originally Posted by ToothSoother
You really need to look at the raw data. It's quicker and far, far more enlightening than reading articles.

And don't read clown pieces on SA spinning into something else. There are always delusional people and professional pump and dumps.

This.

If you're going to make a position decision, you want as little between you and the data as possible. Everything that is not the data is just a distortion field.

That includes your own ego & biases.
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07-22-2015 , 11:07 AM
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Originally Posted by David Sklansky
Check the details out yourself. But as you know my bottom line is that stock picking is actually the technique of buying and shorting ARGUMENTS rather than companies. And the argument that brought this stock back down to $7.75 after going up to 9.30 and possibly eventually much higher is not going to prevail in my opinion. I'll let others elaborate.
Does anyone like this for a short now? It's down almost half since OP, the "good" trial data was an expensive disaster, and the diet drug field isn't doing very well on the latest data. Since the company has nothing but a patent for a possibly useless drug combination, in a declining field, you'd have to think they're in a bad way with little possible upside.
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