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Re: DewDiligence post# 230918

Wednesday, 04/15/2020 3:07:51 PM

Wednesday, April 15, 2020 3:07:51 PM

Post# of 257288
RVNC

I just listened to the presentation. I didn't realize that Teoxane had right of first negotiation for Daxi in territories they had commercial operation. Also interesting to note how the 2008 recession hit aesthetics: elective procedures dropped 20-30% per Foley while neurotoxin dropped 5%, fillers 9%.
Foley did mention that the era of zoom might make people self conscious of appearance - i hadn't thought of that and it is probably spin, but still he may have a bit of a point

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