Replies to post #229438 on Biotech Values

[Bickema]

RVNC - IMO not very at all. The company has said there are other interested parties. Also the biosimilar revenue wouldn't be accredited for at least 5 years.

[DewDiligence]

RVNC—How material is the Mylan decision [whether to pursue a Botox biosimilar] to RVNC's bottom line?

If MYL walks, RVNC gets to keep the $30M cash already received from MYL and can seek another partner for the program, which is not such a bad outcome.

It’s certain that RVNC won’t pursue a Botox biosimilar all by itself, so a MYL withdrawal would not increase RVNC’s cash burn.