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Investorman

11/01/02 5:56 PM

#32 RE: brainlessone #31

Would they not also be aware of the potential changes?

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brainlessone

11/01/02 6:11 PM

#33 RE: brainlessone #31

their business model prevents them from risking it. they are making a solid year by year return on what they are doing. when medicis took on the psoriasis vaccine, they ended up two years later letting the vp of business out the door. ( never did find out what the end of the story was)

its like my stock trading. as soon as i make a few hundred a trade, the next one I dont put a stop on kills me. or after losing a few I decide the market will never go up. its tough to know what to do if you are in business development. I think they will prefer to take over late phase two or phase three drugs and pay a premium than do it. Find to do but if a company thinks they have a winner, sometimes its hard to buy it.

So big pharma has a general caldron of creatures running around, and they hope they will catch one before it gets a way.

little pharma does not have the risk money to do it.

I am certainly not downplaying the stock now. But when it becomes generally obvious that there are some cool new things going on in dermatology, probably someone like galderma will be the one to do it and they are private. this could take several more years to do.

And I do NOT know what Medicis has up their sleeve. they could be fully loaded. find out at the next cc.



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DewDiligence

03/19/04 11:31 AM

#85 RE: brainlessone #31

I have just read the entire message board. I have no position in MRX but I am short IMDC, which makes several varieties of collagen that I expect to be massacred by Restylane.

I noticed a misconception on this board, however, about Botox. Restylane does not compete with Botox! Botox is used almost exclusively on the upper portion of the face, while Restylane will be used almost exclusively on the lower portion, especially the nasolabial fold.

>> the abstracts from the amer soc of derm and other meetings suggest there is a quiet revolution going on. <<

Can you elaborate? T.i.a.