Replies to post #95123 on Biotech Values

[DewDiligence]

Re Allergan, the girl said they were very worried about the fact Merc was soon to bring their own brand of bot-A to the US Market.

She meant Merz, the German company that recently bought BFRM. Indeed, AGN should be concerned about Merz’s botulinum toxin, called Xeomin, because it’s a very good product. However, the more immediate concern for AGN in the US market, specifically, is PurTox, the botulinum toxin from JNJ that’s in phase-3 trials and could be ready for a BLA submission as soon as late 2010. PurTox and Xeomin are nearly identical.

There is a huge derm practice in Newton run by the well known Dr. J.D. which have switched 50% to Dysport.

I’d be interested in hearing your reasons for using Dysport 50% of the time as opposed to either a lower or higher number. T.i.a. Dew