VYNE Therapeutics Inc (VYNE)

[realfast95]

takeaways from MNLO at Piper
more merger related info than FOMX of the meetings
potential of 3 major products in dermatology in 24 months (both companies)

market confusion on the transaction
better that 41 percent of the combined co, than 20 percent from a buyout.


First Mover advantage. First line therapy.
Safety. Current competition has side affects
18% delta is measurement. Extended to 10 weeks. Stacked the deck in their favor.

unknown origin trial (at the end of replay) with no disease.

FOMX:
all 51 hired for launch, in training
6000 health providers target. 170k in total out there.
80% target overlap for all three products.
95% no side effects.
pricing less than oral antibiotics , but 200-400, tier 3.
Coupons to help with copay or deductibles.
Launch with at least 1 major payer on contract.

FMX103: could be first line choice, compared to competition.

105 trial product, combination: enrollment completed in 8 weeks rather than 6 months. Readout in Q2 2020




reference
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reference
rhofade