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Botox will not be around 4 yrs from now. Unfortunate truth.

Discussion in 'Allergan' started by anonymous, Dec 13, 2017 at 8:22 PM.

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  1. anonymous

    anonymous Guest

    Revance:::

    Study Design: Phase 2, Randomized, Double-Blind, Dose Ranging, Active and Placebo Controlled, Multi-Center Study conducted at 9 Canadian sites


    •All Three Doses of RT002 had Higher Rate of Response vs. Onabot (BOTOX) 20U on ≥ 1 Point Improvement in IGA-FWS

    •Compared to Onabot (BOTOX) 20U, • RT002 40U had higher rate of response at all time points through 24 Weeks • RT002 20U had higher rate of response at all time points through 20 Weeks

    •Longer Duration of Response Observed for all Three Doses of RT002 (BOTOX) vs. Onabot 20U: ≥ 1 Point Improvement in IGA-FWS


    Summary of Safety

    •All five groups exhibited an excellent overall safety profile • No serious adverse events • Adverse events were predominantly localized, transient and mild in severity and typically injection related (erythema and pain)

    Summary of Duration

    •Duration: 6-month median duration of > 1 point improvement on IGA-FWS with RT002 40U, with 23.6 weeks vs.18.8 weeks (BOTOX) for onabot 20U (p=0.030)
     

  2. anonymous

    anonymous Guest

    Several analysts say RT002’s test results show it may prove a better alternative to existing short-acting toxins and could significantly cut into Botox’s sales.

    “People have been asking for years (for) something that can last longer than 3 months,” Dr. Joely Kaufman, a dermatologist and lead investigator in Revance’s trial, told Reuters last week.

    Browne declined to comment on the treatment’s likely commercial value but some analysts estimated RT002 could capture 20 percent - or more than $1 billion - of the overall botulinum toxin market in the United States by 2028, as well as a similar portion globally.


    “We believe the biggest near-term threat (for Allergan) would be an acquisition of Revance by a major global competitor like Galderma or Johnson & Johnson (JNJ.N),” Leerink analysts wrote in a client note last week.
     
  3. anonymous

    anonymous Guest


    It is double the Botox dose, 20 vs 40!
    How is that head to head comparison?
    Those guys will sell it for much higher than Botox, god knows what quality issues a big pharma will find if they acquire them lol
     
  4. anonymous

    anonymous Guest

    Still laughing st how stupid this post is. Revance won’t be a threat at all.
     
  5. breakingandentering

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    In terms of Brand power Botox is the equivalent of Apple in their space and see this as a minor threat to the product but due to its brand appeal I feel Botox will be around for the next 50+ years. Women go online and search where they can get Botox injections and that is very impactful.
     
  6. anonymous

    anonymous Guest


    Longer Duration of Response Observed for all Three Doses of RT002 vs. Onabot (BOTOX) 20U : ≥ 1 Point Improvement in IGA-FWS
     
  7. anonymous

    anonymous Guest

    thats not how pharma works.

    If a drug is twice as effective and longer lasting requiring less injections and works well doctors will switch.

    not people/patients but doctors will switch to cut costs.

    you are in total denial. this drug will be cheaper.
     
  8. anonymous

    anonymous Guest



    Calm down Sparky. Phase 3 data will tell a lot. How do you know AGN will not adjust price to make “Brand Allergan” more attractive and competitive? Maybe you don’t know how Pharma works. This is not a payer issue. People will stick with brand.
     
    breakingandentering likes this.
  9. anonymous

    anonymous Guest

    The fact your admitting that Allergan would simply "adjust" the price is proof that the drug will be competing with Botox. Allergan simply dropping the price would be disasterous as it would imply competition.

    Whatever way you want to "slice it and dice" the data, these PII results are disastrous for Allergan because over a 1/3 of its sales come from a few products.

    The only thing Brent Saunders can do now is pray that PIII the drug isnt safe. Which doesnt seem to be the case.

    Botox will a shell of what it is now 4 yrs from now.
     
    breakingandentering likes this.
  10. anonymous

    anonymous Guest

    There is some truth to this based on brand recognition and infrastructure to push Botox. Since Revance isn't making a generic Botox, but rather a new product, it's unlikely it will be that much cheaper. Also, Revance doesn't have the infrastructure that Allergan has (even if mass layoffs are coming) to get the product to doctors. The caveat would be if a larger company that has the sales force to hit the streets comes in and buys Revance...
     
  11. anonymous

    anonymous Guest

    Allergan would be foolish not to just buy the company themselves. They've been working on a better Botox for a while. This would be one of the benefits of the whole open science concept.

    Unless of course, internal research has come up with something more promising.
     
  12. anonymous

    anonymous Guest

    If I were Brent Saunders I would be considering buying this company. Not sure if regulators would allow it but I would consider buying it.

    They could always partner with another larger Derm company for mfg.
     
  13. anonymous

    anonymous Guest

    Allergan has derm manufacturing capabilities already.
     
  14. anonymous

    anonymous Guest

    GALDERMA dominates the Derm space and is known for it! if they acquire this, allergan has major issues on top of the MAJOR issues we have now!!! We are struggling in so many areas and our customers know it!!!:-(
     
  15. anonymous

    anonymous Guest


    “Our customers know it” go ask the average Botox customer who Allergan is. The average customer could give two shits about Allergan and 99.99% of Botox customers have no clue who the company is.
     
  16. anonymous

    anonymous Guest

    Allergan is taking the same course as titanic did a century ago. It was once a Very strong ship, that looked exquisite on the outside, Everyone wanted to be a part of this voyage and experience this unsinkable ship. The IceBerg was “Actavis” The real legacy Allergan lost all sense of direction under Brent ....What once was a strong ship is now breakin apart and sinking to the bottom of the ocean.
    Any new toxin coming to the market needs to be launched by J&J or some other strong biotech. Allergan will die a slow death-mark my words. SLOW AND PAINFUL. I thank god every day I am gone from Legacy Allergan. That ship is now at the bottom of the ocean in pieces. It will never recover.
     
  17. anonymous

    anonymous Guest

    Hold on Kimosabe.

    Plenty upside for AGN even with major competitors with access to launch a better botox
     
  18. anonymous

    anonymous Guest

    Where is it going? They can only inject so much up your fat ass.
     
  19. anonymous

    anonymous Guest

    Cupcake don't get your panties in a wad.