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Dew,
Sorry if I am posting this again but would be interested on yours and other board members take on the purported drug cost reduction bill proposed by the President.
Looks like it covers list of drugs to be included for negotiations and shortening price protection duration etc.
Biden wants a big expansion for drug negotiations in his budget:
— Alex Ruoff (@Alexruoff) March 9, 2023
Double number of drugs Medicare would negotiate in 2026 (to 20 from 10) and then bring it up to 40 each year.
Also proposing to shorten timeline for exemption to five years for all drugs.
h/t @MedResJourno
While it’s largely known macro that recession won’t slow the aesthetics market, I am more on the camp of customers finally driving what treatment they get. Daxxify - On duration alone it is enough of an incentive for customers to feel happy.
Thanks for sharing the report details. My take is for such cosmetic Tx, patients drive the business model insofar as more they are satisfied & happy, more referrals and obvsly more patients move to Daxxify. So any purported loss of fewer visits will be more than compensated by satisfied patients volume.
MS is a shill for Allergan. No wonder lol.
AMLX approval for ALS drug now seems to get better odds of commercial success albeit obscene price tag thx to CLNN failure.
I am no expert but it’s damning ‘evidence’ of sudden cardiac adverse events including death after taking mRNA COVID vaccines (PFE & BioNTech)per this well respected UK cardiologist.
Seriously thinking of not taking any further booster shots from PFE until this clears up.
The most important announcement of my life and career so far. Please watch, listen and share with family and friends. I reached these sobering conclusions reluctantly. To read the free full open access peer reviewed medical journal articles visit https://t.co/9IMbUlAAQ9 pic.twitter.com/sYxJJjeh9S
— Dr Aseem Malhotra (@DrAseemMalhotra) September 28, 2022
Agree. Only meaning for ‘convicted’ that I am aware of is “having been declared guilty of a criminal offense by the verdict of a jury or the decision of a judge” Obviously neither applies here but I guess the use of word ‘conviction’ was twisted.
Dew, would we get an idea what kind of gross margin Daxzify will have ? Likely it will have a premium pricing that would help margins nicely. T.I.A.
I mean when new variants emerged, folks who are still unvaccinated were highly encouraged to take the existing vaccine without knowing for ‘sure’ it will work. I do think such advice was better than staying unvaccinated.
True but PFE scientists have a luxury to differentiate to the variant level while public is not. As most folks thought and still think vaccines protect against ‘COVID’. Fauci on several televised remarks alluded too that existing vaccines ‘should’ work etc. whenever new variants mushroomed. Needless to say, hardly any of vaccine centers were equipped or advised to do genome testing to see if the vaccine is good for the infected person’s variant. They just followed the protocol. For sure I was not tested when I got my jab and I still trust PFE.
Most responses to his tweet does show how disgruntled folks are looking back at PFE’s 100% protection claims. Not saying one should expect 100% but PFE should own some responsibility in setting up high expectations considering how much virus has evolved and still evolving. Just IMO.
Dew, you think GAI score (1-point reduction) across different intervals is not good enough ? Thanks
Dew, just would like to hear your thoughts, if I may.
I think I posted this earlier but want to check if there is any aesthetic validity of DMT410 from Dermata Therapeutics (Ticker: DRMA)
Here is the PR on PoC presentation in Nov at ASDS 2021 Annual meeting.
https://ir.dermatarx.com/news-events/press-releases/detail/20/dermata-to-present-results-from-its-dmt410-phase-1b-proof
T.I.A as always
MIZUHO $RVNC spoke MGT likely mean a delay of ~12-15 months, but also believe Daxi is still approvable will ultimately have an important role in aesthetics and therapeutic toxin market. target to $26 (from $36),maintain Buy given stock's valuation view long-term Daxi opportunity.
May be I should have posted this on Biotech Values thread. No position.
Not sure if anyone here is aware of DRMA working on topical version of Botox based on natural properties of ‘Spongilla lacustris’ a kind of natural sponge. Below is the link. Sounds & feels too speculative especially in light of RVNC has already tried topical version of Daxi and scrapped the program years ago. Thanks
http://www.dermatarx.com/new-index
May be at least until $MRK antiviral drug gets EUA. Regardless plant inspections completion with no issues would be a big news
Remdesivir is not a vaccine and vaccines are incredibly safe barring minuscule % of SE which too are not life threatening. May be you meant anti-virals on your last line of the message ?
Well said. Agree whole heartedly. Wish Anti Vaxers can see more what a polio or smallpox can do to a body. More so for many COVID non believers with a visit to ICU.
ASMB - interesting that co has oral presentation at upcoming EASL
Oral Presentation OS-2299: Second generation hepatitis B virus core inhibitors ABI-H2158 and ABI-H3733 have enhanced potency and target coverage for both antiviral inhibition and covalently closed circular DNA establishment activities
Thanks, Dew. appreciated.
Thank you. Very helpful to understand the nuances.
Dew , While it’s a good news, do such ‘off-label’ use attract liability issues (to provider or Revance or both) if something goes wrong ? Or does the patient signs disclaimer regardless ? T.I.A
RVNC PDUFA today. I assume the inspection has already happened.
We are naive to think GS is doing this for some real macro reason. They are professionally corrupt and bunch of scumbags under one stinking umbrella IMO.
They are on record having admitted one division doesn’t know what other division is up to. So very likely the ‘other’ division already have asked their clients to load up.
COI in GS ? You got to be kidding me lol
Not necessarily as co may elect to convert to shares knowing stock won’t move much any way with that overhang and helps to pay off the debt too.
Great point, Dew. Foley did the right move to fund launch & other ongoing trials expenses using shareholder friendly offering. Puts the company squarely in a commending position even for a buyout negotiations.
Unless of course they use the window (between the offering is publicly announced and pricing is done). Even that’s illegal IMO
Isn’t it illegal ? Acting on insider information before public is made aware of upcoming offering ?
Don’t think that’s how it works. Co calls few firms on intent to offer first for underwriting and the underwriters start shorting ?
To my understanding underwriters staff are not allowed to trade let alone on such info.
Over $20 after long time and nobody cares ? ??
RVNC - heard Piper has nice things to say per their recent deep dive for pharmas in 2020.
Don’t blame few traders who want to take some profits from low teens this year. Expected pullback more.
Agree, Dew. I am surprised too. However the stock is getting more & more de-risked even at these levels and I have no worry holding all into 2020.
Waiting for TRD and AA. 3 of my 5 bets are a win (for me) so far. :)
AXSM positive migraine data. AXS-07 hits both primary and secondary end points. As Dew pointed out, later was a tough bar.
AXSM - it has been a marvelous ride since in high teens. I have held all my 15k shares mostly other than few unsuccessful attempts to trade in between.
30% of that was bought in Roth ac too. So double happy for tax free CG.
True. Migraine data likely to come after the offer is complete. They can’t disclose only to offering participating investors before announcing to the public.
Migraine data tho important is not as pivotal as MDD or TRD is. I am betting TRD will be successful too. :)
Not really. It is tangential win due to NERV failure.
NERV (today) and SAGE failed on MDD while AXSM has stellar data. That’s the main reason.
$80m ATM probably they have been selling today but hardly any dilution considering $ terms. They may do a clean secondary after TRD is out Q1’20 at lot higher price.
I have been long on AXSM. So happy on the MDD news today. Long into AXS-07 Migraine data as well. Lot more de risked now.