Sirona Biochem Corp V.SBM

Why no Allergan product?

[Turtle4]

I think Allergan was really working at high pressure on a launch. But then Sirona published the following sentence about the Gycoprotemim study:

"TFC-1326 could be a stand-alone product for anti-aging or an adjunctive option to Botox® and dermal filler treatments depending on consumer goals."

So it has the potential to complement or REPLACE Botox and Juvederm. Sirona probably wanted to force a deal with Allergan with this sentence, but it didn't come to that. The negotiations probably broke off at the end of last year because Howie didn't want to accept another deal with bad conditions. Now Allergan sees its annual 4 billion net revenue with Juvederm and cosmetical Botox in danger. If Allergan can't buy/license the drug, they can at least try to bleed Sirona dry, knowing full well what Sirona's financial situation is.

 

What do you think?

[biorun]

1326 doesn't go away unless a theoretical recievor under a distressed asset sale hides it away 20,000 leagues under the sea like the Caramel secret. Even then Geraldine would find a way to use a derivative and sell that. I would rather try to figure out if and when Allergan or AbbVie in this context are going to make another license or acquisition manoeuvre.

[forhandlaren]

The Abbvie/Allergan deal concerns TFC-1067 and I deem the compound to be stand-alone. Can't see any reason why the Glycoprotemim statement should have impact. I am positive to TFC-1326 as Sirona Laboratories products. One important reason is fundamental - there's no risk for Abbvie/Allergan to make a deal and shelve the compound. I hope the board has some strategic skills and never accept

[tylerreddick]

You should read Turtle's post again. Your reponse is nonsense.

[MirrorWorldMan]

Botox has 13 indications and a variety and of competitors, although flattering that they may see minuscule Sirona as a threat, Howie over-emphasized statements likely didn't help this partner trust in us.   

[tylerreddick]

" Howie over-emphasized statements " That is putting it mildly.