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takeaways from MNLO at Piper

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Robbins Geller Rudman & Dowd LLP Announce Proposed Settlement in the Menlo Therapeutics Inc. Securities Settlement Business Wire - 5/22/2020 8:30:00 AM
Quarterly Report (10-q) Edgar (US Regulatory) - 5/11/2020 8:04:15 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 5/11/2020 7:09:14 AM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/8/2020 5:55:49 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/8/2020 5:55:34 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/8/2020 5:55:10 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/8/2020 5:54:35 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/8/2020 5:54:15 PM
Amended Current Report Filing (8-k/a) Edgar (US Regulatory) - 5/7/2020 5:28:16 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 4/23/2020 4:31:08 PM
Amended Statement of Beneficial Ownership (sc 13d/a) Edgar (US Regulatory) - 4/16/2020 12:47:43 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 4/10/2020 4:01:10 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/7/2020 5:24:07 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/7/2020 5:23:50 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/7/2020 5:23:35 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/7/2020 5:22:54 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/7/2020 5:22:34 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/7/2020 5:22:14 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/7/2020 5:20:33 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 4/6/2020 9:00:58 AM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/2/2020 4:48:41 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/2/2020 4:42:42 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/2/2020 4:42:12 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/2/2020 4:33:49 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 3/25/2020 5:02:11 PM
realfast95 Member Level  Wednesday, 12/04/19 07:48:02 AM
Re: realfast95 post# 21
Post # of 293 
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
Minocycline is a tetracycline antibiotic that fights bacteria in the body. Minocycline is used to treat many different bacterial infections, such as urinary tract infections, respiratory infections, skin infections, severe acne, chlamydia, tick fever, and others.

reference
rhofade










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