Where are the phase IIb results for Bimatoprost?

[macbeth81]

Anyone know the specific date Allergans is supposed to give an update on their company? isnt it this week?

November 4th.

http://www.prnewswire.com/news-releases/allergan-to-host-rd-day-and-third-quarter-2015-conference-call-and-webcast-november-4-300156963.html

[rdawg]

Anyone know the specific date Allergans is supposed to give an update on their company? isnt it this week?

[champpy]

Thanks for that Jaym, i didnt know that

[Tomtom21]

Like I said its a huge company with lots of operations... The drug development unfortunately takes time l, we just need to be patient (that way we dont stress the remaining hair we have left out of our scalps) for them to come through with these drugs

[JayM]

IND has been applied for Seti. Once approved they have confirmed being able to go straight into phase 2 trials.

[champpy]

Im not so optimistic about bims future, and i have a question maybe some of you guys can answer. Is allergen/activis proceeding w any trials for setipiprant? I havent heard anything about that and thats worrisome to me also. we all think bim and set will be a one-two punch if released, but if bim is on hold and set never progressed then that's bad news

[Tomtom21]

Ppl need to relax here. Allergan was a huge company with a vast drug pipeline and portfolio. Now it is ever expanding with all these acquisitions and so forth. Sure they have the capital to finance trials to get bim through, but unlike samumed, hairloss/bim is just one of their many many many areas of drug development. Thus it will be a much more winded process getting the drug to market. I wish it didnt take as long as it has been taking, but I have a hard time believing that bim is bunk considering that we know it does produce an effect on hair growth (without seeing the last trials results it is known that bim does affect hair/eyelashes at the very least) and that they mentioned it in their presentation months ago is solid evidence that there is something there. Maybe it wont make a nw 6 a nw 1 but anyone expecting that from
Bim had much to high of expectations to begin with. I support 2014s view on bim, but for now we need to just chill bc well know more in a few days from now

[It's2014ComeOnAlready]

Pfizer sold it to Johnson & Johnson.

...in 2006

It's tough to see how this is bad for us. Pfizer wants to have its HQ in Dublin, where Allergan is based, to save money on corporate US taxes. They also want more branded drugs.

[macbeth81]

Does Pfizer own Rogaine? If so, it could be potentially bad.

Pfizer sold it to Johnson & Johnson.

[Hubris]

Hey guys today i read pfizer and allergan will join toghter with a fusion, good or bad? Can we ****ig have 6 months without acquisitions?

Does Pfizer own Rogaine? If so, it could be potentially bad.

[Keki]

Hey guys today i read pfizer and allergan will join toghter with a fusion, good or bad? Can we ****ig have 6 months without acquisitions?

[champpy]

No, no i think ill stay here. I like seeing how mad you get when someone disagrees w your speculations

the only way I can see your theory playing out is if allergen has been preparing for the 21st century cures act and stalling until it gets passed. that way they may be able to skip phase 3 and save a boatload of money. then that might explain why their test has been on hold

[It's2014ComeOnAlready]

And if this isnt announced at their upcoming shareholder update, then you just keep saying its coming but push the timeline further back?

I just think that if this were actually working we would have seen aggressive trials like what sammumed has been doing w SM. I'm Way more confident they have something of use then the folks at allergen do

Go follow the SM thread then! Don't post here if you think it's all BS.

[champpy]

And if this isnt announced at their upcoming shareholder update, then you just keep saying its coming but push the timeline further back?

I just think that if this were actually working we would have seen aggressive trials like what sammumed has been doing w SM. I'm Way more confident they have something of use then the folks at allergen do

[It's2014ComeOnAlready]

What makes you so confident in this statement? Because the CEO tweeted "committed to expanding the aesthetic market for men" and because they're working on some new packaging? Don't get me wrong, I truly hope you are correct, but it seems a bit too soon to say that this will definitely be coming to market.

The thing with bimatoprost is that it's expensive. Therefore, the results are going to have to be a lot better than minoxidil in order to justify the extra expense for the average consumer. If it does work, we're all going to be penniless.

Well, you cherrypicked what I included in my last post. I'm very confident about how close they are for a number of reasons, not just the ones you mention.

Start with the chart of the 70+ mid to late stage programs that they are moving forward with (also means continuing development) in their Q2 2015 presentation. (You can look for the presentation on this page - http://ir.allergan.com/phoenix.zhtml...-presentations) Download the PDF for the Q2 2015 presentation and go to page 23 of the presentation. You will find a chart which lists their drugs that are closest to launch, and I know this because I looked up each of these drugs in the chart, and all have them have either launched recently, are scheduled to launch in late 2015/early 2016, or are well into phase 3. The chart does indicate that these are the closest to release among their mid-to-late stage projects. Bim was included in this presentation after over a year of quiet when everyone thought it was dead, because of how quiet it got. Three months from this Q2 presentation, we have their pipeline update and Q3 presentation from the center of Allergan's Medical Aesthetics Unit. Yes, bim falls under medical aesthetics for men.

You're also ignoring the fact that the new machines to create new packaging cost $7.5 million (not peanuts). Also, this plant is most likely the largest producer of bimatoprost for Allergan in the country, maybe the world, with 22,000 Sq ft devoted to Latisse production alone. That doesn't even include Lumigan, which is also produced at that plant. I'm not saying I'm certain that bim is the drug, but I think it's very likely.

Yes bim is expensive, but if it is manufactured and distributed on a global scale (which is what they are claiming to do with this new drug, as listed in the article), it brings the price down. If minox is $30 for bottle (or one month of use) and if bim works noticeably better, but anywhere on the scalp, I think a higher price is definitely justified. Also, according to data in their trials, once a desired hair thickness is achieved, bim can be used once or twice a week to maintain on those areas. Bimatoprost has shown in human hair studies to increase cell-to-cell signaling, which protects against the ravages of DHT. If they really want to take market share from their biggest competition - fin and minox, they'd better adjust the price to be somewhat reasonable for the masses. Let's not forget that something like this is a luxury.

I've posted this stuff before, please go back and read previous posts of mine so I don't have to keep doing it. I'm happy to answer questions or doubts, but it gets tiring because I've literally posted this stuff 3 times or so.