Replies to post #196727 on Biotech Values

[linhdtu]

Tx Dew for your well thought out opinion.

[DewDiligence]

(RVNC)—Merz’s Xeomin is one of the small botulinum-toxin players I referred to in #msg-118173728; here’s Merz’s PR on its own study in glabellar lines:

http://finance.yahoo.com/news/data-merz-aesthetics-post-market-181200131.html

[DewDiligence]

AGN—Botox worldwide sales +13% YoY in constant currency to annualized rate of $2.4B; Botox worldwide YoY growth in US dollars was 7.9%:

http://finance.yahoo.com/news/allergan-reports-exceptional-third-quarter-123000385.html

[DewDiligence]

RVNC -7%—perhaps on increasing likelihood of PFE-AGN merger.

[Bickema]

RVNC - Guggenheim's projection of upcoming catalyst FWIW

1) 2H16 - Report top-line data for RT002 in Cervical Dystonia;
2) 2H16 - Initiate Phase 3 program for RT002 for Glabellar Lines;
3) 2H16 - Announce an additional indication for RT002;
4) '17 - RT002, Phase 3 data for Glabellar Lines;
5) '17 - More data on Cervical Dystonia and additional indication;
6) '20 - RT002, Approval and Launch for Glabellar Lines; And,
7) '22/'23 - RT002, Cervical Dystonia.

http://www.streetinsider.com/Analyst+Comments/Revances+%28RVNC%29+Discontinuation+of+RT001+is+Near-Term+Negative%2C+but+Other+Catalysts+Abound+-+Guggenheim+%28AGN%29/11735863.html

[DaubersUP]

Dr. B took a job with IPIX. He is about to take the company from sub 100 million mc...to potentially billions. If you see IPIX's pipeline, you'd understand. I was doing a little DD on Dr Bs past and connections. I like what I see and IPIX is prime for a partner. 3 phase 2's are about to drop topline over next 2 months. Psoriasis, oncology, and Oral Mucositis.