I guess you cannot blame someone selling who is making a profit can you ! Simply smart business. However despite the subterfuge, despite the shennanigans, despite the proliferation of contrarian opinions, if we simply replicate the acne trials and potentially do slightly better, this in itself could be a company maker.  But as a backup we have atopic dermatitis. Not without risk though folks but the gains are huge. That is why you invest in the biotech sector isn't it ?

Something from the not too distant past, March 2018.. 

Dermira drops acne drug after surprising trial failure

Mar 05, 2018

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Dermira Inc. had high hopes for a new acne treatment it was developing after positive results from two phase 2 trials.

But on Monday, the company stunned Wall Street by announcing that it is abandoning development for the drug, called olumacostat glasaretil, after results from a new study indicated that the treatment showed no improvement in moderate to severe acne.

The market for acne is estimated to be worth $3.3 billion and several companies, including Novan Inc. and Foamix Inc., are in the hunt for new treatments.

This from somewhere else about it. Such seriously high expectations but you will notice how the company played around with the formulation. There is a lesson for In Whom we Trust there.

No bright spot

The big hope had been DRM01 – it had been expected to become the third-biggest acne drug by 2022, according to EvaluatePharma sellside consensus. Now its future looks dim after two phase III trials, Clareos-1 and Clareos-2, failed to show a benefit on any of the co-primary endpoints studied.

This was a surprise to analysts and investors alike after positive phase IIb data; last month Leerink gave DRM01 a 90% probability of success (Dermira’s acne drug hits the spot in phase II, May 11, 2016).

In hindsight the fact that Dermira used a completely new dose in phase III might have been a red flag. In phase IIb, both a 4% and 7.5% formulation met the primary endpoints, but the company pressed on with an untested 5% dose, saying today that this was the highest concentration it believed it could produce with sufficient stability for commercial use.

On the conference call Dermira’s chief executive, Tom Wiggans, said it was possible that a concentration higher than 5% might have been needed for the project to succeed, but added that this seemed unlikely based on the phase IIb results.

He added that there was no evidence that differences between the phase II and III studies, for example in patient age, had driven the latest failures.

Their drug folks was a sebum inhibitor but not good enough it appears.

Big market with nothing new out for a while.

Get this also. Demira has an atopic dermo product as well.

Whatever the reason, Mr Wiggans admitted that it was “difficult to see a path forward” for DRM01. However, he did not close the door on the project completely, saying: “Should we identify a breakthrough we would of course evaluate further.”

Realistically, though, Dermira’s hopes now rest on DRM04 and, later, lebrikizumab in atopic dermatitis – the company picked up rights in certain indications from Roche last year (Dermira grabs big pharma castoff, August 9, 2017).

https://globenewswire.com/news-release/2018/01/31/1329279/0/en/Dermira-Initiates-Phase-2b-Dose-Ranging-Study-Evaluating-Lebrikizumab-in-Patients-with-Moderate-to-Severe-Atopic-Dermatitis.html

if you want to do some reading whilst the indians are fielding.

so as J has said, injections, pain, side effects.

We got the gel to gel.