Sunday, November 12, 2017 8:38:50 PM
We're talking about a $300M market company entering a $30B area which doesn't seem to impress you. There might be some competition for those dollars...and a great deal of marketing and training of dermatologists b4 revenues start to ramp. (People, esp. doctors and dentists don't just change their practices immediately because a company rep hands them some research paper) Again, I'm interested in timing of the arrival of revenue.
I doubt if your quote about Botox which is focused almost entirely on therapuetic uses of Botox (which represents a minimal amount of revenue) rather than aesthetic uses (which represents the most significant revenue) will be too useful for anyone trying to understand the aesthetics marketplace.
If you have some projections about timing of revenues starting to appear or the timing of needed approvals for EU, US, or Asia, I'm all ears.
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