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DewDiligence

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DewDiligence

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Re: Bickema post# 228600

Monday, 02/10/2020 2:10:34 PM

Monday, February 10, 2020 2:10:34 PM

Post# of 257275
Re: Botox 4Q19 /comments

Any comments questions or concerns regarding the results?

The 7% YoY growth in US therapeutic sales shows that the recently approved CGRP meds aren’t (yet) detracting much from Botox’s migraine sales, which comprise ~40% of this segment.

The 20% YoY growth in ex-US cosmetic indications is not an aberration, IMO, but rather an indication of the vast untapped market: #msg-119792298. However, Botox sales in China may plateau or see a downturn in 2020 on account of the coronavirus outbreak.

All told, the 4Q19 Botox numbers looks great and are bullish for RVNC.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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