Biotech Values

[DewDiligence]

Ipsen surveys on spasticity/CD—>uber-bullish for RVNC:

https://www.businesswire.com/news/home/20200522005004/en

Ipsen today presents the results of two patient surveys. The surveys involved over 400 respondents from five countries, living with spasticity or cervical dystonia and receiving botulinum neurotoxin type A (BoNT-A) injections.

…The first survey investigated the burden of spasticity on patients’ lives. Of the 210 respondents from France, Germany, Italy, the U.K., and the U.S., 83% reported that symptoms of spasticity returned between two sessions of BoNT-A, with 59% of these patients experiencing that return within three months of their last treatment. Symptom recurrence significantly impacted patients’ quality of life, including sleep, relationships, performance of daily tasks and working lives.

The second survey adopted a similar approach, analyzing data from 209 respondents with cervical dystonia from across France, Germany, Italy, the U.K., and the U.S. Of the respondents, 88% reported the reappearance of pre-existing symptoms between BoNT-A injections… Patients’ personal lives were…significantly compromised by their symptom recurrence, with an impact on their ability to socialize, sleep well, drive, or perform daily tasks.

In both surveys, over 70% of patients said they would like longer lasting benefits from their treatment.

…Spasticity and cervical dystonia are distinct neurological conditions, though they share the characteristics of poor muscle control and spasms and are routinely treated with BoNT-A injections. Spasticity affects more than 12 million people worldwide and is generally caused by damage to the area of the brain and spinal cord responsible for controlling muscle and stretch reflexes due to stroke, traumatic brain and spinal cord injury, multiple sclerosis and cerebral palsy. Cervical dystonia is a rare disorder of unknown origin in most of the primary cases, characterized by involuntary contractions of the neck muscles.

RVNC’s Daxi would seem to be exactly what these patients are clamoring for.

Refresher on RVNC’s phase-2 data in cervical dystonia: #msg-136558193.

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Full text of 07-May-2020 paper in Frontiers of Neurology regarding Ipsen’s surveys:
https://www.frontiersin.org/articles/10.3389/fneur.2020.00388/full