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DewDiligence

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DewDiligence

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Re: rfj1862 post# 245480

Sunday, 02/12/2023 1:37:51 PM

Sunday, February 12, 2023 1:37:51 PM

Post# of 252412

ARQT—Is the topical derm space so full of generics that they are never going to make any money?

I would say that it will be hard for ARQT to make serious money in topical derm. I can’t think of a topical derm product that became more than a modest seller.

It might be worth revisiting the portfolio of Medicis Pharma, which was acquired by Valeant in 2012 (#msg-79186818). Medicis had decent sales from Dysport and Restylane for aesthetic indications, but the company’s sales of topical products for therapeutic indications were pretty skimpy, IIRC.

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

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