Latest news with #Jeuveau
Yahoo
19-05-2025
- Business
- Yahoo
AEON Biopharma to Present at the Aegis Capital Corp. Virtual Conference 2025
IRVINE, Calif., May 19, 2025 (GLOBE NEWSWIRE) -- AEON Biopharma, Inc. ('AEON' or the 'Company') (NYSE: AEON), a clinical-stage biopharmaceutical company focused on developing a botulinum toxin complex for the treatment of multiple therapeutic indications, today announced that Rob Bancroft, AEON's President and Chief Executive Officer, will present a corporate overview at the Aegis Capital Corp. 2025 Virtual Conference on Wednesday, May 21st at 7:00 a.m. PT / 10:00 am ET. Please register here to attend the conference on Wednesday, May 21st. About AEON Biopharma AEON is a clinical stage biopharmaceutical company focused on developing its proprietary botulinum toxin complex, ABP-450 (prabotulinumtoxinA) injection, or ABP-450, for debilitating medical conditions. ABP-450 is the same botulinum toxin complex that is currently approved and marketed for cosmetic indications by Evolus under the name Jeuveau. ABP-450 is manufactured by Daewoong in compliance with current Good Manufacturing Practice, or cGMP, in a facility that has been approved by the U.S. Food and Drug Administration, Health Canada and European Medicines Agency. The product is approved as a biosimilar in Mexico and India. AEON has exclusive development and distribution rights for therapeutic indications of ABP-450 in the United States, Canada, the European Union, the United Kingdom, and certain other international territories. The Company has built a highly experienced management team with specific experience in biopharmaceutical and botulinum toxin development and commercialization. To learn more about AEON, visit Contacts Investor Contact: Corey Davis, Ph.D. LifeSci Advisors +1 212 915 2577 cdavis@ Source: AEON BiopharmaSign in to access your portfolio
Yahoo
13-05-2025
- Business
- Yahoo
Evolus, Inc. (EOLS): A Bull Case Theory
We came across a bullish thesis on Evolus, Inc. (EOLS) on Substack by Greg ┃The Elevator Pitch. In this article, we will summarize the bulls' thesis on EOLS. Evolus, Inc. (EOLS)'s share was trading at $11.76 as of May 7th. EOLS's forward P/E was 117.65 according to Yahoo Finance. ATeam/ Evolus has quickly positioned itself as a disruptive force in the global injectable aesthetics market, traditionally dominated by pharmaceutical giants like AbbVie and Galderma. The company's flagship product, Jeuveau, has gained significant traction, capturing 13% of the U.S. neuromodulator market within just five years. Jeuveau's success can be attributed to its innovative go-to-market strategy, which combines pharmaceutical credibility with direct-to-consumer (DTC) marketing techniques typically associated with the beauty industry. By offering Jeuveau at a price point approximately 20% below Botox, it has been able to resonate with a younger demographic, particularly those between the ages of 20 and 40. This pricing strategy, combined with a robust presence in over 16,000 medical practices—including a growing number of medical spas that lack strong brand loyalty—has made Jeuveau a popular alternative to Botox. This market acceptance has positioned Evolus favorably in the expanding U.S. injectables market, which is undergoing structural changes driven by greater societal acceptance, a wider demographic appeal, and an aging population with increasing disposable income. The broader U.S. injectables market is seeing strong growth, with the popularity of non-invasive cosmetic procedures accelerating. The U.S. is expected to follow more mature markets like Korea, where injectables are already deeply embedded in cosmetic routines. This trend represents a significant growth opportunity for Evolus, which is now at a crucial inflection point in its business development. The company plans to diversify beyond neuromodulators with the upcoming launch of Evolysse, a premium line of dermal fillers developed in partnership with Symatese, the same formulation partner behind Galderma's Restylane. Evolus is seeking FDA approval for several aesthetic indications, including lip and cheek enhancement. This expansion into dermal fillers is expected to contribute approximately $200 million to Evolus' revenue over time, further strengthening its position in the injectables space. Moreover, Evolus is adopting an innovative subscription-based model, 'Club Evolus,' which offers customers quarterly treatments for a monthly fee. This model is designed to drive customer loyalty and predictable revenue streams, providing a clear path to sustained growth. With these initiatives in play, Evolus is targeting annual revenue growth of 25-27%, with projections aiming for $700 million in revenue by 2028, up from an estimated $266 million in 2024. If the company achieves these goals, it expects to reach positive cash flow by 2026. However, despite its promising growth trajectory, Evolus remains a high-risk, high-reward investment. Several factors introduce uncertainty, including regulatory dependencies around product approvals and manufacturing partnerships. Additionally, since all Evolus procedures are out-of-pocket and not covered by insurance, the company's performance is sensitive to broader consumer spending trends. Economic downturns could impact discretionary spending on cosmetic procedures, presenting a potential headwind to growth. Still, if Evolus can continue executing its strategy effectively, maintain rational competition, and convert growth into sustainable profits, the company could deliver significant upside to investors. Furthermore, Evolus' ability to capture market share in the growing injectable aesthetics sector—through innovation, branding, and consumer loyalty—positions it as a compelling investment despite the inherent risks. Evolus stands out among its competitors, particularly Galderma, which, although boasting successful injectable brands like Dysport and Restylane, has a more diluted business model. Galderma also operates legacy divisions, including skincare products like Cetaphil, which is losing ground to competitors like L'Oréal's Cerave, and a dermatological drug pipeline that limits its growth potential. In contrast, Evolus offers a cleaner, more focused investment thesis, solely concentrating on injectable aesthetics. While it is still smaller and must prove long-term profitability, the simplicity of Evolus' business model and its focus on high-growth injectables makes it a more attractive pure-play investment in the sector. Valuing Evolus is complex due to the limited number of direct competitors, but looking at mature self-pay therapeutic companies like Align, Sonova, and Alcon—whose valuations range from 13-17x EV/EBITDA—can provide some context. If Evolus reaches $700 million in revenue by 2028 and delivers an 11% EBITDA margin, which is lower than its 20% long-term target but adjusted for stock-based compensation, the company would generate approximately $77 million in EBITDA. Using a 15x EV/EBITDA multiple, this could result in annualized returns of around 20%, contingent on continued growth. However, key risks remain. Evolus relies on licensing agreements for its neuromodulator Jeuveau from Daewoong and its fillers from Symatese, both of which come with volume requirements and finite durations. Any disruptions to these agreements could create a going concern issue for the company. Moreover, competition from South Korean entrants and a fragmented filler market pose additional risks. As competition intensifies, pricing pressures could erode margins, further complicating Evolus' growth strategy. Another risk comes from tariffs. New U.S. import duties on products from South Korea and France could impact Jeuveau and Evolysse fillers, though they may be exempt as pharmaceuticals. If tariffs do apply, Evolus may need to raise prices by 5-6% to offset the cost increases, which could be manageable given the strong margins and pricing power of its products. Competitors like AbbVie and Galderma may also face similar tariff-related challenges, potentially leveling the playing field. Despite these risks, Evolus benefits from a seasoned management team, including executives with deep experience from Allergan, such as CEO David Moatazedi and CMO Rui Avelar. This leadership, combined with a focused business model and significant upside potential, makes Evolus a standout investment in the injectable aesthetics space. While the company must prove its long-term profitability, its focused approach and market opportunities position it for potential substantial growth in a rapidly expanding industry. Evolus, Inc. (EOLS) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held EOLS at the end of the fourth quarter which was 24 in the previous quarter. While we acknowledge the risk and potential of EOLS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than EOLS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
13-05-2025
- Business
- Yahoo
Evolus, Inc. (EOLS): A Bull Case Theory
We came across a bullish thesis on Evolus, Inc. (EOLS) on Substack by Greg ┃The Elevator Pitch. In this article, we will summarize the bulls' thesis on EOLS. Evolus, Inc. (EOLS)'s share was trading at $11.76 as of May 7th. EOLS's forward P/E was 117.65 according to Yahoo Finance. ATeam/ Evolus has quickly positioned itself as a disruptive force in the global injectable aesthetics market, traditionally dominated by pharmaceutical giants like AbbVie and Galderma. The company's flagship product, Jeuveau, has gained significant traction, capturing 13% of the U.S. neuromodulator market within just five years. Jeuveau's success can be attributed to its innovative go-to-market strategy, which combines pharmaceutical credibility with direct-to-consumer (DTC) marketing techniques typically associated with the beauty industry. By offering Jeuveau at a price point approximately 20% below Botox, it has been able to resonate with a younger demographic, particularly those between the ages of 20 and 40. This pricing strategy, combined with a robust presence in over 16,000 medical practices—including a growing number of medical spas that lack strong brand loyalty—has made Jeuveau a popular alternative to Botox. This market acceptance has positioned Evolus favorably in the expanding U.S. injectables market, which is undergoing structural changes driven by greater societal acceptance, a wider demographic appeal, and an aging population with increasing disposable income. The broader U.S. injectables market is seeing strong growth, with the popularity of non-invasive cosmetic procedures accelerating. The U.S. is expected to follow more mature markets like Korea, where injectables are already deeply embedded in cosmetic routines. This trend represents a significant growth opportunity for Evolus, which is now at a crucial inflection point in its business development. The company plans to diversify beyond neuromodulators with the upcoming launch of Evolysse, a premium line of dermal fillers developed in partnership with Symatese, the same formulation partner behind Galderma's Restylane. Evolus is seeking FDA approval for several aesthetic indications, including lip and cheek enhancement. This expansion into dermal fillers is expected to contribute approximately $200 million to Evolus' revenue over time, further strengthening its position in the injectables space. Moreover, Evolus is adopting an innovative subscription-based model, 'Club Evolus,' which offers customers quarterly treatments for a monthly fee. This model is designed to drive customer loyalty and predictable revenue streams, providing a clear path to sustained growth. With these initiatives in play, Evolus is targeting annual revenue growth of 25-27%, with projections aiming for $700 million in revenue by 2028, up from an estimated $266 million in 2024. If the company achieves these goals, it expects to reach positive cash flow by 2026. However, despite its promising growth trajectory, Evolus remains a high-risk, high-reward investment. Several factors introduce uncertainty, including regulatory dependencies around product approvals and manufacturing partnerships. Additionally, since all Evolus procedures are out-of-pocket and not covered by insurance, the company's performance is sensitive to broader consumer spending trends. Economic downturns could impact discretionary spending on cosmetic procedures, presenting a potential headwind to growth. Still, if Evolus can continue executing its strategy effectively, maintain rational competition, and convert growth into sustainable profits, the company could deliver significant upside to investors. Furthermore, Evolus' ability to capture market share in the growing injectable aesthetics sector—through innovation, branding, and consumer loyalty—positions it as a compelling investment despite the inherent risks. Evolus stands out among its competitors, particularly Galderma, which, although boasting successful injectable brands like Dysport and Restylane, has a more diluted business model. Galderma also operates legacy divisions, including skincare products like Cetaphil, which is losing ground to competitors like L'Oréal's Cerave, and a dermatological drug pipeline that limits its growth potential. In contrast, Evolus offers a cleaner, more focused investment thesis, solely concentrating on injectable aesthetics. While it is still smaller and must prove long-term profitability, the simplicity of Evolus' business model and its focus on high-growth injectables makes it a more attractive pure-play investment in the sector. Valuing Evolus is complex due to the limited number of direct competitors, but looking at mature self-pay therapeutic companies like Align, Sonova, and Alcon—whose valuations range from 13-17x EV/EBITDA—can provide some context. If Evolus reaches $700 million in revenue by 2028 and delivers an 11% EBITDA margin, which is lower than its 20% long-term target but adjusted for stock-based compensation, the company would generate approximately $77 million in EBITDA. Using a 15x EV/EBITDA multiple, this could result in annualized returns of around 20%, contingent on continued growth. However, key risks remain. Evolus relies on licensing agreements for its neuromodulator Jeuveau from Daewoong and its fillers from Symatese, both of which come with volume requirements and finite durations. Any disruptions to these agreements could create a going concern issue for the company. Moreover, competition from South Korean entrants and a fragmented filler market pose additional risks. As competition intensifies, pricing pressures could erode margins, further complicating Evolus' growth strategy. Another risk comes from tariffs. New U.S. import duties on products from South Korea and France could impact Jeuveau and Evolysse fillers, though they may be exempt as pharmaceuticals. If tariffs do apply, Evolus may need to raise prices by 5-6% to offset the cost increases, which could be manageable given the strong margins and pricing power of its products. Competitors like AbbVie and Galderma may also face similar tariff-related challenges, potentially leveling the playing field. Despite these risks, Evolus benefits from a seasoned management team, including executives with deep experience from Allergan, such as CEO David Moatazedi and CMO Rui Avelar. This leadership, combined with a focused business model and significant upside potential, makes Evolus a standout investment in the injectable aesthetics space. While the company must prove its long-term profitability, its focused approach and market opportunities position it for potential substantial growth in a rapidly expanding industry. Evolus, Inc. (EOLS) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held EOLS at the end of the fourth quarter which was 24 in the previous quarter. While we acknowledge the risk and potential of EOLS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than EOLS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. 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Business Upturn
25-04-2025
- Business
- Business Upturn
AEON Biopharma Announces NYSE American Acceptance of Plan to Regain Listing Compliance
IRVINE, Calif., April 25, 2025 (GLOBE NEWSWIRE) — AEON Biopharma, Inc. ('AEON' or the 'Company') (NYSE: AEON), a clinical-stage biopharmaceutical company focused on developing a botulinum toxin complex for the treatment of multiple therapeutic indications, announced today it has received notification (the 'Acceptance Letter') from the NYSE American LLC ('NYSE American') that NYSE American has accepted the Company's previously submitted plan (the 'Plan') to regain compliance with NYSE American's continued listing standards set forth in Sections 1003(a)(i), (ii) and (iii) of the NYSE American Company Guide (the 'Company Guide') relating to minimum market capitalization and stockholders' equity. In the Acceptance Letter, NYSE American granted the Company until August 3, 2026 (the 'Plan Period') to regain compliance with the continued listing standards. During the Plan Period, the Company will be subject to periodic review by NYSE American on its progress with the goals and initiatives outlined in the Plan. The Company intends to take all reasonable measures available to regain compliance with Sections 1003(a)(i), (ii) and (iii) of the Company Guide during the Plan Period. If the Company does not regain compliance with the NYSE American listing standards by August 3, 2026, or if the Company does not make sufficient progress consistent with the Plan during the Plan Period, then NYSE American may initiate delisting proceedings. Advertisement About AEON Biopharma AEON is a clinical stage biopharmaceutical company focused on developing its proprietary botulinum toxin complex, ABP-450 (prabotulinumtoxinA) injection, or ABP-450, for debilitating medical conditions, with an initial focus on the neurosciences market. ABP-450 is the same botulinum toxin complex that is currently approved and marketed for cosmetic indications by Evolus under the name Jeuveau. ABP-450 is manufactured by Daewoong in compliance with current Good Manufacturing Practice, or cGMP, in a facility that has been approved by the U.S. Food and Drug Administration, Health Canada and European Medicines Agency. The product is approved as a biosimilar in Mexico and India. AEON has exclusive development and distribution rights for therapeutic indications of ABP-450 in the United States, Canada, the European Union, the United Kingdom, and certain other international territories. The Company has built a highly experienced management team with specific experience in biopharmaceutical and botulinum toxin development and commercialization. To learn more about AEON, visit Forward-Looking Statements Certain statements in this press release may be considered forward-looking statements. Forward-looking statements generally relate to future events or AEON's future financial or operating performance. For example, statements regarding the Company's ability to execute on the Plan and regain compliance with the continued listing standards are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as 'plan', 'possible', 'forecast', 'expect', 'intend', 'will', 'estimate', 'anticipate', 'believe', 'predict', 'potential', 'continue' or 'could', or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by AEON and its management, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (i) the outcome of any legal proceedings that may be instituted against AEON or others; (ii) AEON's future capital requirements; (iii) AEON's ability to raise financing in the future; (iv) AEON's ability to maintain the cash balance required to work through our Biosimilar BPD Type 2a meeting with the FDA; (v) AEON's ability to continue to meet continued stock exchange listing standards; (vi) the possibility that AEON may be adversely affected by other economic, business, regulatory, and/or competitive factors; (vii) AEON's ability to progress along a 351(k) biosimiliar pathway to allow ABP-450 to be approved as a biosimilar to BOTOX under a single FDA approval; (viii) the outcomes from any meetings or discussions with regulatory authorities; (ix) AEON's ability to execute on the Plan and regain compliance with the continued listing standards set forth in the Company Guide during the Plan Period; and (x) other risks and uncertainties set forth in the section entitled 'Risk Factors' and 'Cautionary Note Regarding Forward-Looking Statements' in the Company's filings with the Securities and Exchange Commission (the 'SEC'), which are available on the SEC's website at Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. AEON does not undertake any duty to update these forward-looking statements. Contacts Investor Contact: Corey Davis, Ph.D. LifeSci Advisors +1 212 915 2577 [email protected] Source: AEON Biopharma Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. Business Upturn takes no editorial responsibility for the same.
Associated Press
12-04-2025
- Health
- Associated Press
Aesthetic Associates Centre Celebrates 36 Years as Buffalo's Trusted Leader in Plastic Surgery & Skin Care
Aesthetic Associates Centre celebrates 36 years as Buffalo's leader in plastic surgery and skin care, delivering trusted results and innovative aesthetic care. 'We take pride in offering a holistic, science-based approach that blends surgical precision with advanced aesthetic medicine and skin health'— Samuel Shatkin Jr., MD BUFFALO, NY, UNITED STATES, April 12, 2025 / / -- Aesthetic Associates Centre for Plastic Surgery and Advanced Skin Care proudly marks 36 years of delivering expert care, innovation, and aesthetic transformation across Western New York. Since opening its doors in 1989, the Centre has become a leading destination for both surgical and non-surgical rejuvenation—renowned for its consistent results, clinical expertise, and compassionate approach. Founded by the late Dr. Samuel Shatkin Sr. and now led by his son, board-certified plastic surgeon Dr. Samuel Shatkin Jr., Aesthetic Associates has built a legacy of excellence. The Centre brings together world-class surgical skills and a comprehensive aesthetic philosophy, offering a full spectrum of plastic surgery, skin care, and non-invasive treatments like Botox®, Dysport, Jeuveau and the newest product, Daxxify—all in one location. 'Our mission has always been to help patients look and feel their best through safe, individualized care,' says Dr. Shatkin. 'We take pride in offering a holistic, science-based approach that blends surgical precision with advanced aesthetic medicine and skin health.' Supported by a highly trained team of medical and aesthetic professionals, the Centre provides treatments designed to enhance natural beauty and promote long-term wellness. Through continuous investment in advanced technologies and provider education, Aesthetic Associates remains at the forefront of innovation in cosmetic care. The Centre is also home to the Aesthetic Learning Academy—its dedicated training platform for healthcare professionals committed to excellence in aesthetics. Now entering its 37th year, Aesthetic Associates Centre remains a cornerstone of Buffalo's medical and cosmetic community, committed to delivering cutting-edge care and life-changing results for the next generation. To learn more, visit Geron Evanson Accelerate Dental Marketing email us here Visit us on social media: Facebook X Instagram YouTube Legal Disclaimer: EIN Presswire provides this news content 'as is' without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
