Replies to post #232150 on Biotech Values

[DaveAu]

My thesis is that some of AGN’s best Botox sales reps opted to depart rather than stay on with ABBV

Why would you think that? Does their job or compensation change?

[LongRun8]

*Botox sales are seasonally stronger in the second and fourth calendar quarters than in the first and third quarters

I wonder if we'll see even more dramatic differences in seasonality numbers (i.e. 2nd/4th quarters vs. 1st/3rd quarters) once Daxi is approved. If people get six months' duration and only need two injections per year -- and cosmetic injections are typically stronger in the 2nd and 4th quarters -- perhaps there will be even less need to get injections in the 1st and 3rd quarters.