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32.0¢ botanix pharmaceuticals ltd

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Jalaluddin

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06/03/19

13:07

Post #: 37671017
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Originally posted by Fela: ↑

Agree with the positive view on Matt Callahan. But in pharma companies aiming to get new drugs registered - the key person is often the head of Regulatory Affairs. They would be the person in the room the FDA would probably want to talk to - and the person in the room they would be most likely to listen to.

So - glancing through an old slide deck - I was really happy to see Judith Plon now heading up Reg Affairs for Botanix. This is not just someone who knows the landscape and comes with huge amounts of experience - but most likely she was instrumental in getting Sanofi's new biologic FDA approval back in March 2017. Dupixent is the first biologic approved for use of atopic dermatitis.

(BTW - in my opinion biologics are unlikely to compete with Botanix - they are typically reserved for very severe cases - and cost a fortune so tend to be significantly limited in use as a result. Adverse events can also read like a Stephen King novel at times - so different area of need altogether.)

So - not only do we have a star performer at the helm - but Matt certainly knows how to pick a winning team - and one that has recent experience in getting 'breakthrough' drugs approved by the FDA.

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If she could get Dupixent past the FDA it is likely she can get BTX xxxx past as well.

BOT Price at posting: 12.0¢ Sentiment: Buy Disclosure: Held
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BOT, page-152

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