Replies to post #141316 on Biotech Values

[DewDiligence]

UK’s NICE approves reimbursement of Botox for migraine headache:

http://finance.yahoo.com/news/botox-allergans-botulinum-toxin-type-230100460.html

[DewDiligence]

Ipsen’s 3Q12 sales of Dysport* were $75M, +31% YoY, but flat vs 1Q12 (#msg-75220031):

http://finance.yahoo.com/news/ipsen-third-quarter-first-nine-072000991.html

Botox sales in 2Q12 were $461M (#msg-78091233), so Botox is outselling Dysport worldwide by about 6:1. (AGN will report 3Q12 Botox sales tomorrow, 10/30/12).

*Including sales to Medicis (soon to be part of VRX).