Well, as it happens, the job of the CEO is to explain to shareholders and investors why they made the move on the drug that has already been proven in clinical trials. So, of course they cannot say "hey, look at the great job we did on getting a drug that hasn't yet proven efficacy." It would fall quite flat, so naturally, that's not the presentation they went with.
I'll also put this in perspective - you can get rid of a double chin by losing some weight. Most people aren't going to tell themselves, "I have a giant double chin, that's my only problem." No, the problem is you're overweight, and if you want to look better all around, you can lose some weight. You can't get your hair back if you start losing it without the help of meds.
Kybella being an injectable fits in well with the rest of what they have. No coincidence. If you want to properly treat hair loss, you will need a drug that will stop hair loss (seti), and a drug that will patch up thinning spots (bim). Luckily, bim will work anywhere on the scalp. Not a coincidence, either, because if this combo works as well, they control medical aesthetics for the entire head and face.
Many doctors have said PGE2 up, PGD2 down = hair. Not a coincidence.
Where are the phase IIb results for Bimatoprost?
Collapse
X
-
As much as I hope allergan's buyout of Kythera suggests further interest in the PDG2/PGE2 theory, their last investor call seemed to demonstrate that Kybella is very much the reason for the buyout, and setipiprant is just an incidental add-on.
Kybella sits very well with Allergan's botox; could it just be a coincidence that seti and bim are now under the same roof?Leave a comment:
-
The senate will probably still be drafting and debating it by the time these drugs release in a few years. Nothing speeds up when congress touches it. Not to mention the years to actually implement any of the changes. Im not very optimistic about this bill speeding anything up anytime soon. I dont know anything in government that works quickly and if I got paid that kind of money to do that I wouldnt either.
I do think odds are some of the new treatments will work and get released this time. With the lack of info since money is involved its just whether your half glass full or half empty kind of person. There are quite a few things though and a good deal of sound science behind them so its hard not to be optimistic.
You are completely speculating.Leave a comment:
-
I do think odds are some of the new treatments will work and get released this time. With the lack of info since money is involved its just whether your half glass full or half empty kind of person. There are quite a few things though and a good deal of sound science behind them so its hard not to be optimistic.Leave a comment:
-
Allergan's gonna have a second quarter earnings call on August 6th, there will also be a webcast. I wonder if they'll discuss the bimatoprost phase 2b results. Investor relations told biqqie smalls in May, they'd release the results in a "few months."
Joker pointed out that companies typically don't have press releases for failed drugs. Given the long, long silence regarding the trials, as well as the mutual reliance on prostaglandin science that seti and bim have, plus the fact that Allergan bough Kythera recently, and plans to develop seti....Also, what investor relations told a shareholder (biqqie smalls), I wonder if this could be it. Obviously, the entire press conference won't be about Bim alone, but I wonder if they'll touch on it.
Leave a comment:
-
I feel like I'm very unbiased and his point is certainly valid. The new legislation is great but it's not going to make the treatments any more or less effective. And treatments in the 'pipeline' are the very definition of experimental and there's really no foreshadowing their efficacy on humans whether your're an optimist or a jaded cynic. I'm quite thankful that we have various teams working on the problem but at some point, results take precedence over talk. It's like when rival fans of horribly run football teams think they're going to win the Super Bowl before the start of every season. Half way through the year and they're already looking forward to next season. That's like the hair loss industry. "Just another year or two, baby. We got this."
Between the number of drugs based on a lot of research and work, that are in phase 2 (or later), as well as the distinct possibility of a new bill being signed into law that will speed up and modernize clinical trials. The 21st Century Cures act, just got the majority of the House of Representatives of both dems and repubs, to cosponsor the bill before it goes to a vote. There is a strong belief it will be signed into law before the year is out. That means it could effect the speed in which we see bim, SM, and setipiprant, which will all be at phase 2 or higher.Leave a comment:
-
I feel like I'm very unbiased and his point is certainly valid. The new legislation is great but it's not going to make the treatments any more or less effective. And treatments in the 'pipeline' are the very definition of experimental and there's really no foreshadowing their efficacy on humans whether your're an optimist or a jaded cynic. I'm quite thankful that we have various teams working on the problem but at some point, results take precedence over talk. It's like when rival fans of horribly run football teams think they're going to win the Super Bowl before the start of every season. Half way through the year and they're already looking forward to next season. That's like the hair loss industry. "Just another year or two, baby. We got this."Leave a comment:
-
Ugh, please. The dissenting voices on here who are so negative, are typically the ones that are ill-informed of the new technologies in the pipeline.Leave a comment:
-
Omg that's great! New generation treatments are really not far away from us. Everything goes in the good way ( 21st century cure, competition between companies,etc..). Even the more pessimists guys begin to change their mind I'm sure. Nothing compared like a few years ago with all these 'breaktrough mice studies' haha
Leave a comment:
-
Hopefully, and likely. There is a provision in the bill that speeds up development for repurposed drugs. AND guess what? The majority of Congress (of both dems and repubs) just cosponsored the bill, meaning it will surely make it through Congress.
http://energycommerce.house.gov/pres...igns-cures2015. Nothing compared like a few years ago with all these 'breaktrough mice studies' haha
Leave a comment:
-
Leave a comment:
-
Not saying Allergan isn't interested in Seti, but it's not Kythera's only product.Leave a comment:
-
Do the "21 century cure" bill could speed up allergan clinical trials? Speed the timeline for commercial use?Leave a comment:
-
-
Leave a comment: