AVE 0.00% 0.3¢ avecho biotechnology limited

j & j eats itself

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    Well, the plot thickens.

    Valeant in mid Dec bought the division that has Retin a from J&J for about $400 mill.

    The following is based on the assumption that the cosmetics partner is j&j.

    Have j&j been formulating a product to compete with this product in their now sold division?

    From what I gather it is predominantly a prescription product. Thus doesn't match the mass market formula.

    But it doesn't mean a mass market product with TPM is not better than the prescription product. Less active thus not requiring a prescription and better effect even from the lower dose. Remember the prime problem is with irritation.

    J&j having their new product fully funded by selling the superceded product and keeping the competition watchdogs happy.

    Looks like an elegant business solution.

 
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