Biotech Values

[DewDiligence]

Re: ArteFill, Restylane, and fat injection

>Artefil is a newly approved filler which uses bovine collagen as a bulking agent which contains small (methyl methacrylate I think} plastic beads which are about the size of red blood cells. The company is recomending this as a perminent filler for "smile lines." Plastic surgeons may not take to the idea of a perminent solution.<

I’ve debated this ad nauseam with xrymd, who is long ARTE. I think ArteFill is a loser and I’m looking for an opportunity to sell ARTE short.

>The duration of Restylane is probably a little longer than Collagen not dramatically so… Its certainly possible the stretch accompanying R induces some collagen formation, I think it highly unlikely the amount would be clinically significant.<

I have to strongly disagree here, based on both the product sales and my own experience.

If Restylane lasted only marginally longer than collagen, it would more than likely be a commercial flop. But Restylane is doing very well and, as you know, its success has attracted competition from AGN in the form of Juvederm.

I test these products on myself as a prerequisite to investing or selling short, and my experience is that Restylane lasts 3-4 times as long as collagen. (I haven’t yet tried Juvederm.)

>Which brings us to the real story which is micro fat grafting… I frequently inject over 30cc in one setting. If this were R this would be 18,000$ worth. Honestly.....the fat is better and easier to control.<

Are you doing this as part of a clinical trial? If not, then whose treatment protocol are you following? T.i.a.