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Musings on this four-way dance:

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DewDiligence Member Level  Monday, 11/21/05 03:44:33 PM
Re: Investorman post# 132
Post # of 149 
Musings on this four-way dance:

1. MRX has the best dermal filler (Restylane), although other companies are working on bona fide competitors. However, IMDC’s collagen fillers are losing share because they don’t measure up.

2. MNT has a better botulinum toxin than IMDC’s Reloxin, but it is a few years behind in development. AGN’s Botox is better than Reloxin, but MNT’s toxin may be even better than Botox.

3. Whatever ensues with these four companies, the one combination that can’t happen is MNT and IMDC, who between them control the breast-implant market and are arch-enemies.

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My prediction, FWIW: AGN acquires IMDC and then tries to undermine Reloxin by selling it to the weakest company that shows an interest.



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