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randychub

05/09/19 11:00 AM

#224923 RE: DewDiligence #224919

Why would it take 2 additional years if they did 100 later?
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dewophile

05/09/19 12:29 PM

#224929 RE: DewDiligence #224919

got it thx
Looks like the market is taking this in stride and the delay was already baked in
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mouton29

05/09/19 2:02 PM

#224930 RE: DewDiligence #224919

Displaying my ignorance, what is the advantage of selling a 100U vial as opposed to two 50U vials? Is the 100U cheaper (ie less than twice as costly) to fill? Does the doctor prefer the 100U, dealing with one vial is easier than dealing with two?
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IanFromSI

05/09/19 6:14 PM

#224938 RE: DewDiligence #224919

Botox has 50U, 100U, and 200U vials (FWIW).



If AGN has these options, it's probably because their customers wanted them.

If RVNC is seeking a partner, I suspect the partner would want at least as much flexibility to meet customers' needs as AGN has.

We don't know why it's taken EOLS so long to get to market since FDA approval. Might vial size flexibility have played a role?

And on another topic, does anyone really plan to sell before BLA and/or approval? It seems to me that we should all want lowest share price possible while accumulating shares; and, only want the price to be infinite when we're about to sell. :-)