http://seekingalpha.com/article/363...ifferent-versions-of-a-better-botox-to-market
The Revance solutions
Revance has been developing a modified formulation of Botox that may improve upon it in several ways. RVNC reformulated the botulinum toxin type A molecule found in Botox so that the molecule is surrounded and protected by small peptides.
In one form, the gel RT001, these peptides help the botulinum toxin diffuse through the skin when applied carefully in a physician's office. The company reports that this is a novel achievement and could open up new uses, enlarging what is expected to be a $5+ B worldwide market by 2020.
When given by injection as RT002, company says that this technology both increases the duration of effect and keeps the toxin more localized, thus preventing unwanted paralysis of nearby muscles.
Commercial implications of RT002
On the conference call Thursday, Revance went through the timelines for RT002. The need to demonstrate safety of the formulation pushes a potential FDA filing (a BLA, not an NDA) out to 2018, it would appear, it would appear. So one will have to guess at who is going to market this product in the US and ex-US, how strong the label will be (assuming it comes to market at all), whether manufacturing can be done cost-effectively, etc.
The Revance solutions
Revance has been developing a modified formulation of Botox that may improve upon it in several ways. RVNC reformulated the botulinum toxin type A molecule found in Botox so that the molecule is surrounded and protected by small peptides.
In one form, the gel RT001, these peptides help the botulinum toxin diffuse through the skin when applied carefully in a physician's office. The company reports that this is a novel achievement and could open up new uses, enlarging what is expected to be a $5+ B worldwide market by 2020.
When given by injection as RT002, company says that this technology both increases the duration of effect and keeps the toxin more localized, thus preventing unwanted paralysis of nearby muscles.
Commercial implications of RT002
On the conference call Thursday, Revance went through the timelines for RT002. The need to demonstrate safety of the formulation pushes a potential FDA filing (a BLA, not an NDA) out to 2018, it would appear, it would appear. So one will have to guess at who is going to market this product in the US and ex-US, how strong the label will be (assuming it comes to market at all), whether manufacturing can be done cost-effectively, etc.