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Author: Patzer Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 58716  
Subject: Re: Belviq likely to be covered by ObamaCare Date: 11/28/2012 2:05 PM
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imo...it's just a matter of time before there are also articles appearing about how the FDA is looking into the negative side effects, about the class action suits, etc.

I agree with you there. My take on the cited article is that it's more about the investment potential of the companies that make the weight loss drugs than about the long term prospect that the drugs will be successful in helping people take the weight off and (an investor's dream) keep the weight off.

The investing question isn't whether the drug will do what it's supposed to do; it's whether a lot of it will be sold over a long enough time to realize a capital gain. I see that as a risky investment thesis. But the investment thesis looks a lot more attractive than the concept that diet, exercise, drugs, and counseling will work where diet and exercise (or possibly diet, exercise, and counseling?) have failed.

Patzer
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