Biotech Values

[DewDiligence]

Re: Double-dose Jeuveau

Thanks for the correction. However, the fact that EOLS published the double-dose Jeuveau data in a little known journal doesn’t change my contention that the dataset has been doctored.

Jeuveau is simply a Korean knockoff of Botox, and there is no mechanistic explanation for why it ought to have a longer duration than Botox or other Botox knockoffs. Reducing the relative amount of diluent, which EOLS did the double-dose Jeuveau study, is something that Botox injectors have experimented with for decades without being able to show a material benefit in duration.

Moreover, doubling the amount of active toxin administered to a fixed region of the face would be expected to produce a higher rate of ptosis, which EOLS’ dataset did not show—a red flag that something is amiss.

IF EOLS’ double-dose Jeuveau data were real, it would be a big breakthrough that would comprise the cornerstone of EOLS’ go-to-market strategy. Instead, EOLS treats the double-dose data as an afterthought and acknowledges that few of its customers will want it.

All told, it’s pretty obvious to me that double-dose Jeuveau is a ploy that EOLS engaged not to further its own business, but rather to create confusion in the marketplace about Daxxify and thereby impede Daxxify’s commercial uptake. On this score alone, EOLS may have been successful in accomplishing what it hoped to accomplish, but the impeding of Daxxify’s uptake will be transient. A year from now, nobody will be talking about double-dose Jeuveau.