Replies to post #158700 on Biotech Values

[DewDiligence]

JNJ/AGN/VRX—Clinical studies in this area are notorously bogus, because it is difficult (close to impossible) to tell or define other than in a subjective way, when the [botulinum toxin] stops working.

Comparisons between arms can be done with blinded assessments by the patient and the investigator.

[DewDiligence]

JNJ/AGN/VRX…when a patient develops upper lid ptosis…usually the ptosis last only about 3-4 weeks.

This makes perfect sense as a threshold effect of observation. The cells that account for the ptosis condition received only a small fraction of the overall injection due to unwanted dispersion, and hence a lower density of cells in the ptosis region are visibly affected by the toxin. The ptosis thus appears to vanish more quickly than the overall treatment as the degree of ptosis falls below our observational threshold.