Replies to post #209680 on Biotech Values

[DewDiligence]

RVNC—Does anyone agree/disagree with this?

[randychub]

Do you think the health concerns with Botox are such that a better purity will matter?

[DewDiligence]

Nice job by RVNC CEO, Dan Browne at Barclays today; from #msg-129290320:

...RT002 is a more modern and much purer product than Botox. Specifically, RT002 has no animal-derived ingredients and no excipients other than the proprietary peptide (for reduced diffusion from the injection site). Botox, on the other hand, uses human albumin and other stabilizing proteins in its formulation, which has remained essentially unchanged since the 1980s.

Browne remembered to stress this point on today's webcast.

[DewDiligence]

RVNC establishes a second source for fill/finish:

https://www.sec.gov/Archives/edgar/data/1479290/000147929017000017/rvnc8k31417.htm

RVNC remains in full control of the botulinum-toxin API.

See #msg-119792085 for related info.

[marthambles]

Dew. Do you have any specific citation referencing and delineating the differences in purity between RT002 and Botox? Thanks