Replies to post #213220 on Biotech Values

[semi_infinite]

Thx. I took a look a while back and it was hard to get my arms around the idea that Botox and near equivalent alternatives will NOT become a crowded market. I also didn't realize Koreans are pretty good at cosmetic procedures - friends had went there apparently for this http://english.visitmedicalkorea.com/english/pt/packages/BD_detail01.do?packageSeq=257&q_currPage=3&packageMenuDivCd=1001&packageCateCd=&menuGB=&q_searchKey=1001&q_searchVal=

re alternatives -
https://www.shahfacialplastics.com/blog/versions-botox-horizon

[biomaven0]

Someone contacted EPVantage about the absence of roxadustat from their list of 2022 top sellers, and the response was they just used the numbers from analyst reports. In FGEN's case I suspect they just used the AZN projections and forgot about Astellas. They got sent the reports covering FGEN all showing sales estimates in excess of $2 billion but they didn't respond.

One issue on Botox sales - I think it very likely that Botox migraine sales will disappear over time once the CGRP drugs are approved. No idea what fraction of the market this currently constitutes.

Peter

[DewDiligence]

RVNC independent director bought $539K of stock on open market:

https://www.sec.gov/Archives/edgar/data/1479290/000120919117060104/xslF345X03/doc4.xml