Replies to post #244460 on Biotech Values

[dewophile]

If you really hate management maybe you should sell
No toxin has ever gotten approval on the first review cycle. I’m not as down on them as you are
Juveau had identical dosing as Botox. Any mistake here is also magnified because of duration
Would I prefer a faster rollout? Sure. Do I think it’s such a big deal? No
The company also raised funds in a timely fashion and has a good filler to pair w the toxin. Timing was awful they had to pay for a sales force for just the filler for too long but today RVNC is in good shape IMO
Ps I don’t have a huge position so I’m just not getting bent out of shape

[DewDiligence]

…my worry would then become a pro-Botox injector(s) making sure bad outcomes happened [with Daxxify]…

This is a legitimate concern, although I won't lose any sleep over it. Allergan (now ABBV) has a history of playing dirty.