News Focus
News Focus
icon url

Mufaso

06/08/23 10:22 PM

#3813 RE: marthambles #3809

Agreed that therapeutics is a major market. While CD is significant, it is not as large as the spasticity indication and the jury is out as to whether the spasticity indication will get off label Daxxi use of consequence.

However, Once Daxxi gets approved as a therapeutic, I expect the Cervical Dystonia info you posted will be "legitimized" and make it into sales conversations in the aesthetic space. This will help aesthetic sales grow.
icon url

jmkobers

06/08/23 10:36 PM

#3814 RE: marthambles #3809

......It's easy to get caught up in the anecdotal stuff out there, but, as Foley said, the therapeutic market is larger than the aesthetic

Huge fly in your ointment is a problem large or small in August. We know from experience management can take a sure thing and screw it up, how confident are you that they won't do it again? If they did, it would be catastrophic based on their cash position and sales to date, so some far from optimal outcomes are quite possible. For me it's 60/40 yes (which may be too pessimistic), but it's based on the logic that if they could sit idle for 2 years waiting on an inspection and still couldn't pass it, anything is possible. Also, action lately has been lethargic, and it's getting pretty close to a binary, should it be?