This column was originally published on RealMoney on Nov. 14 at 8:27 a.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.
We've got a big battle brewing between skin care companies, and I'm betting both can win.
are squaring off in the battle for face share, and the stakes are high.
Allergan has the top half of your face with Botox, the muscle-paralyzing treatment of choice for forehead wrinkles and furrowed brows, and Medicis owns the bottom with Restylane, popular for plumping those lines that extend from the sides of the nose downward. But we've been hearing about the rise of Allergan's dermal filler Juvederm for the bottom half; you can't use Botox down there because it freezes people's faces.
The word is that Allergan's drug is superior to Medicis', but you know what? It might not matter. Allergan's got superior research but Medicis has a superior sales force, and in this war, that might take precedence. Medicis also has great partners who develop drugs for it to sell.
What I think's most important is that both companies have plenty of room to grow. The tendency is to believe that only one can win. That's a mistake. Both companies have more growth ahead of them than they know what to do with because of the aging baby boomer cohort.
Don't get dissuaded from believing in one or the other.
They both work here.
College students, listen up!
is offering you something special... a free subscription through May 31, 2007. The only requirement: You must have an email address that ends in .edu. Email
to accept my personal invitation to come read my blog every day, plus all the other writers on that great site. Pass it on!
At the time of publication, Cramer had no positions in any of the stocks mentioned in this column.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for
Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click
here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click
here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click
here to get his second book, "You Got Screwed!" and click
here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by
TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.