Replies to post #100441 on Biotech Values

[DewDiligence]

Ipsen's 2Q10 worldwide Dysport sales were only €47.4M ($60M), +14% year-over-year:

http://finance.yahoo.com/news/Ipsens-Halfyear-2010-bw-632348095.html?x=0&.v=1

These numbers corroborate the assertion on AGN’s 2Q10 CC that US sales of Dysport in non-cosmetic indications are de minimis (#msg-52872842). In the US, MRX rather than Ipsen sells Dysport for cosmetic indications.

[DewDiligence]

AGN is at an all-time high following the 3Q10 earnings report two days ago:

http://finance.yahoo.com/news/Allergan-Reports-Third-bw-405007490.html?x=0&.v=1

Dysport, sold by MRX and Ipsen in cosmetic and non-cosmetic indications, respectively, continues to be a minor player in the US neurotoxin market. According to AGN’s 3Q10 CC, Botox has an 84% share of US cosmetic procedures and a 91% (!) share of US dollar sales, despite Dysport’s having been on the market for about two years. In non-cosmetic indications, Dysport’s US share continues to be de minimis.