So let's discuss the fifth potential entrant next year perhaps Revance to reach the market. And Revance is claiming six months duration versus perhaps a four month duration for your product. Last week we did an investor call at one of the top practitioners in the country. He's in the top 10 users of neurotoxins Dr. Jeffrey Dover. And he said that he was so impressed with the data from the events that he predicts his practice, which is 65,000 patients a year will switch 25% to 50% of his neurotoxin practice to Revance and he is involved in all the clinical studies. What's your view of that? Is it an anomaly that 50% of his practice is Dysport. But how will you compete with Revance if they truly get a six month label?
William Meury
Yes. I think the jury is still out. If you look at the data on any high dose toxin, so I'm not speaking specifically or only to the data produced by Revance. But if you look at the data on any high dose toxin, what it shows is roughly 20% to 30% of patients depending on whether it's from the patients or the investigators view, have a benefit out to six months.
Now in the aesthetics space, if you want to be successful with a product, it's got to have an efficacy rate or a patient satisfaction rate in the 80% to 90% range. If only 20 to 30% of people are having a benefit out of the six months, it means 70% to 80% or not. And so in my view it's really unclear the extent to which a high dose toxin will have a place. And I think there are a few other points I’d make. We only know how these high dose toxins perform in the glabella region of the face and eye and crow's-feet or in forehead lines, which are a little bit less forgiven. We also don't know the extent to which someone is willing to trade off the aesthetic outcome for several more weeks of benefit, if in fact there is benefit. And what I mean by that is a higher dose toxin can create a frozen look, and plastic surgeons and dermatologists are aware of that. And so I think a lot has to be learned about these high dose toxins and specifically Revance’s this compound before anyone can predict that it's going to have -- or be disruptive to aesthetics.
note how allergan refers to daxi as a "high dose toxin" even though the units from product to product are not comparable and amount of toxin is exactly the same also the 25-30% at 6 month data as being insufficient but when looking at an apples to apples botox at 4 months on the none or mild (more stringent than one point improvement) was also 20-30%
insight on how allergan is going to counter detail revance here
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