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June 25, 2008

Allergan's acquisition of Aczone- is this significant?

Analysis of: Allergan Aquisition of Aczone | agn360.client.shareholder.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Analysis By:
Sunil Dhawan, MD, Clinical Assistant Professor of DermatologySunil Dhawan, MD
Clinical Assistant Professor of Dermatology, Stanford University
Implications: This article is important in that this acquisition is the first new product for Allergan's dermatology division in several years. This is also the first novel molecule in 5-7 years that has been released. The issues of having to get blood tests with this topical agent have been solved. The obvious paring of this antiinflammtory with Allergan's Tazorac retinoid product will drive sales of both products.

Analysis:   The release of Aczone should be beneficial for Allergan's dermatology division, and also drive sales of its companion product- Tazorac. This is also the first new antiinflammatory product for acne in several years, and Allergan can capitalize on this as well. Several new products from other companies for acne will impact sales, but these will not be available until next year.

Other Analyses of the Same Source Article:
Allergan and Aczone: Likely a Winning Combination
June 26, 2008, Author: Adam Schaffner, Plastic and Reconstructive Surgeon, The Detroit Medical Center

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