Biotech Values

[DewDiligence]

Re: RVNC migraine program (announced today)

If it were up to me, I would probably pass on the migraine program. However, when this topic came up on the Q&A during today’s webcast, RVNC justified the decision to pursue chronic migraine by noting that the disease is sufficiently heterogeneous to allow room for multiple MoAs—i.e. CGRPs and botulinum toxins.

RVNC also thinks that reducing the number of patient visits per year from four (for Botox) to two (for RT002) makes RT002 competitive with even the longest-acting CGRP compounds in terms of cost and convenience.