Revance Therapeutics Inc (RVNC)

[Emannow]

Please review the PI for both Botox and Daxi for CD and compare!

[Emannow]

There are many unhappy RVNC employees who have lost money with the SP. The SP will correct itself as RVNC sales grow and expenses are managed which will show profits! Foley is a hatchet man and reworked the RVNC business model with the new price of Daxi!

Daxi will be released early in May for CD. There are already orders for CD so shipments will happen immediately!

Cosmetic Daxi sales will continue to grow as the sales team works hard to teach accounts how to inject Daxi, make more profit and give patients an improved toxin experience.

[mrwilson31]

Where does it state that in the PI?

Which section? Can you point me to that part of the clinical study?

Would love to read that. I’m kind of nerdy like that.

[Emannow]

Please review the adverse events for Botox vs Daxi for CD! The Botox activate ingredient floates around in the tissue for up to 2 weeks and some attaches to the neuron..some goes elsewhere! The peptide in Daxi is attracted to the neuron and begins to attach immediately..nothing floating around after 5 days.

This is why injectors of Botox tell their patients to keep their head up and no exercise immediately after. They know Botox floats everywhere and that is why Botox has higher adverse events than Daxi!

That simple!

[AXRX4952]

@Emannow - I find that where there is smoke there is fire on these posts....worth reading what's being said on the inside pharma co chat boards. Most people don't know this exists but it does. https://www.cafepharma.com/boards/forums/revance-biotech.1254/

[mrwilson31]

You are completely making a false claim about adverse events.

[go seek]

Interesting… Todays extended hours volume nearly the same as the daily volume.

[alertmeipp]

I thought he meant advertising events

[go seek]

This is why Botox has so many adverse events!… I did not know that Botox causes more adverse events per se.

[Emannow]

Spoke to a Derm office who was a 100% Botox office for 15 yrs. They are now charging $7.75 per unit for Daxi and $14 per unit for Botox. Their patients love Daxi and are willing to pay an additional $60 per treatment ( 80 units of Daxi vs 40 units of Botox) to receive the quick onset, double the duration of Botox and improve peptide skin tone! The Daxi patient onset is 3 days versus Botox at 12 days. Do patients really want that Botox Toxin floating around in their tissue for 2 weeks? This is why Botox has so many adverse events!

The injector makes an extra $500 to $750 profit per day injecting Daxi vs Botox.

This is a win for both patients and injectors. Of course, more injectors will continue to switch to Daxi. Injectors make more profit per hour!!!

[go seek]

Lots of new clinics advertising…
Yes, I agree…that is my experience also.

[edcoolidge]

Lots of new clinics advertising the addition of Daxxify every week. Allergan and Galderma's kickback crony CosmeticMDs can deceive their clients for only so long.

[vinmantoo]

This drawdown might yet turn out to be a blessing for the believers.

Actually, I haven't drawn down my position overall. I buy back after the wash period passes. So far I have been able to buy back at lower price so have more shares each time. We will have to see whether or not that was a foolish move.

[alertmeipp]

This drawdown might yet turn out to be a blessing for the believers. We will see in couple years.

[vinmantoo]

either way, shorts have been right along from close to 40pps to now below 4

Can't hide from that fact. 😩

The only "positive" on my end is most of my earlier buys were in the teens and I have been able to generate some losses to offset capital gains.

[alertmeipp]

One thing for sure, if the fundamental is there, this stock will bounce one day and we will go up many folds in a year

Worst case is this gets sold at basement price and Foley hands over all upside to buyers

[alertmeipp]

Ian is either pretty smart if he is pretending to be dumb to tick people off or he is actually naive

Can’t tell

But either way, shorts have been right along from close to 40pps to now below 4

[vinmantoo]

Does your post contain any facts?

If so, provide some links.

What?? I stated a series of facts. Do you want a link showing that there was a total eclipse of the sun over much of the US recently?

The first is that the Fed isn’t continuing to tighten. It stopped some time ago and is waiting for the right time to cut rates.

Do you actually want a link to that? It has been in all the news. Okay, here.

https://tradingeconomics.com/united-states/interest-rate

https://www.nytimes.com/2024/03/20/business/fed-meeting-interest-rates.html

Second, inflation is under control as it was reading just above the Fed’s 2% target.

Do you want a link to that? It has been in all the news.

As far as inflation, it was supply chain bottlenecks as we came out of the pandemic combined with disruptions in the energy markets and in geopolitical stability due to Russia’s war on Ukraine that drove the inflation spikes. Corporate greed now is driving a portion of inflation now.

Do you want a link showing that supply chain issues were the driver of inflation?? Oh give me a freaking break. Don't you read the news?

Do you want a link showing that Russia's invasion of Ukraine roiled the energy markets and generated geopolitical instabilities? Oh give me a freaking break. Don't you read the news?

Do you want a link showing that corporate greed is during inflation? It has been in all the news.

https://www.theguardian.com/business/2024/jan/19/us-inflation-caused-by-corporate-profits?utm_term=65aa7257ea2501ec1a892c80b1b2e848&utm_campaign=GuardianTodayUS&utm_source=esp&utm_medium=Email&CMP=GTUS_email

[IanFromSI]

Does your post contain any facts?

If so, provide some links.

[vinmantoo]

Interesting post but it contains key factual errors. The first is that the Fed isn’t continuing to tighten. It stopped some time ago and is waiting for the right time to cut rates. Second, inflation is under control as it was reading just above the Fed’s 2% target. As far as inflation, it was supply chain bottlenecks as we came out of the pandemic combined with disruptions in the energy markets and in geopolitical stability due to Russia’s war on Ukraine that drove the inflation spikes. Corporate greed now is driving a portion of inflation now.


As far as ENTA, you didn’t follow it but feel you need to comment on its current low state. Many people including myself profited from it’s HepC drugs and some of us invested some of that money back as ENTA price dropped, one of them is myself.

[go seek]

Of course Revance Therapeutics will survive. Highly respected dermatologists tout DAXXIFY as A Best in Class Product and the first true innovation in the space in 30 years. Management has adjusted its marketing strategy. Engage with customers through competitive pricing and enhanced messaging that highlights DAXXIFY’s unique peptide formulation, long duration, fast onset and improved skin quality appearance. New patients love the product. Daxi sales should exceed expectations going forward. RHA Collections sales are solid, more excellent products with high growth potential. ADD in potential partnerships and marketing opportunities outside the US.

[IanFromSI]

Milton Friedman (Nobel prize winner for economics) famously said: “Inflation is always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.”

For more than a decade, the fed gave money away for free or close to it and flooded the market with decade of quantitative easing or excess liquidity. . Those days are now over.

The fed is aggressively tightening and will continue to do so until inflation is definitely under control. This is definitely not the utopia emerging biotechs have become accustomed to.

Roy’s Blindspot appears to be managerial competence. MNTA lost its IP for two potential blockbusters in a row before investors were rescued by JNJ. I never followed.Enanta, I don’t know whether that was a managerial mistake or simply having a pipeline which became obsolete prior to enough approvals. … or something else.

The RVNC perma bulls Seem to be utterly disgusted with Foley. Not a good indicator for any company.

If the company is not profitable in a year, it may never be able to get there. …. And Roy’s track record in picking fabulous management is far from stellar.

Is it can take more than 10% of the toxin market within a year, it will probably survive.

[PioneerUniverse8]

Ian you seem like a smart guy, but you are too pessimistic about RVNC's prospects. With the pricing adjustment they have a fair shot at making a lot of money. I will reply to this post in about a year and admit that I was wrong, or that you were just unreasonably pessimistic.

[IanFromSI]

Two more milestones are approaching, once reached, even more institutional investors will no longer be allowed to own RVNC.

[go seek]

High % Shorts… probably related to the weak market and options trading. I think the short trade will soon reverse on this one. Bottom probably was put in at $3.7., but I’m no expert. Hopefully we get some positive feedback from management in the near future.

[Emannow]

Yesterday, the shorts were 61% of the trades and Thursday, 51%, Wednesday 60%…

Any thoughts on why the shorts would be working so hard to depress the SP?

[go seek]

💋 Are u ready for your close-up?
https://www.instagram.com/reel/C59Scu-JBSJ/?igsh=aDN1NW0zbWJhNGR1

[go seek]

$249… no crows feet!
https://www.instagram.com/reel/C5qpTlaAKQn/?igsh=OW9saXNhdmRiMDNl

[DewDiligence]

Nothing has changed regarding double-dose Jeuveau since the post I'm replying to; it remains a gimmick that has little consequence in the marketplace.

Reply to 'iwfal' on Biotech Values board:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174265867

[go seek]

(Audio) How many customers stay w Daxxi?

https://www.instagram.com/reel/C2i6DfSO1Kd/?igsh=MWUzOXhxejgxb3hvaA==

Revive Clinic

[edcoolidge]

Clearly the EOLS data was meant to convince unsophisticated CosmetcMDs and not investors.

[go seek]

Yesterday I asked Candice Roberts, NP of Robert’s Aesthetics and Wellness in Houma, Louisiana… Do people who try Daxxi, stay w Daxxi? She emphatically stated ‘Yes’[ and they ask ’Why haven’t I seen this product sooner!’

My question is at 29:30 on following video…

https://app.livestorm.co/p/a2ca04e7-9725-486c-8fe8-3c64e6e21c67/live?email=bh10ok%40gmail.com&key=96c83a9e50f479c614c12c&s=a909b1e7-3275-4ea9-9a1c-0e1eb6c80265

[imnot6]

Added @3.72. Hope to look back at this as a decent calculated risk.

[stocksrising]

‘Proud’ naked seller that if exercised will have a 2 handle, and almost a 1 after taking in $.40( SMH)

Sell to Open 50 Contracts
RVNC Oct 18 2024 2.5 Puts Limit at $0.40 (Good 'til
Canceled)
-RVNC241018P2.5 PUT (RVNC) REVANCE
THERAPEUTICSOCT 18 24
$2.5 (100 SHS)

Filled at $0.40 Apr-16-2024

[biotech_researcher]

Where is the brokerage coverage to defend the stock? They are going to need cash at some point..

[iwfal]

My guess is the entire double dose strategy was not to make money on a longer duration formulation per se, but rather for competitive reasons to upend any perception that daxi was special or unique

Agree completely this is true. For now. But is likely to change once Daxxy starts cutting into their growth/sales.

[dewophile]

I agree they won't run a registrational trial, and I doubt they sink any meaningful money into this program for now
My guess is the entire double dose strategy was not to make money on a longer duration formulation per se, but rather for competitive reasons to upend any perception that daxi was special or unique

[boraborak38]

No need for Phase 3. They are aesthetic only. No need for that cost. And I don’t think they do a frontalis study.

[go seek]

So in 2 weeks (1 May) we have the Annual Meeting, and the 1st quarter earnings call will follow about a week later. It’s about time this stock…

[iwfal]

Hmm… would they need P3 study and BLA for this?

No particular reason they need to get a new label. I doubt they’d even try.

A more interesting question is when/if they try to formalize a scheme to get similar duration with frontalis.

[edcoolidge]

One point improvement lol. I'm sure some unscrupulous CosmeticMDs will be happy to run with this deceit.

[Tomdontworry]

Hmm… would they need P3 study and BLA for this? Are we talking minimum 2 years before these hit the market?

[iwfal]

EOLS Extra Strength

As for Dew’s assertion that they will never publish… I’d wager they do publish (paper or poster), but there is no urgency to do so until they feel Daxxy is starting to impact their growth.

They did, in fact, publish. And earlier than I would have expected.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174257910

[Paob]

That raise caused significant dilution and since there was no change to their 2024 forecast, it meant it was to cover EXISTING expenses, not further growth. Their financial strategy this year and second half of last year has been about raising cash.

[vinmantoo]

If the injectors avoid stocking Daxxi, that is not good.

What happens when injectors use Daxxify more frequently and stock up? Is that good?

[edcoolidge]

Bulls certainly underestimated how many pathetic and unscrupulous CosmeticMDs exist in aesthetics but many injectors are stocking Daxxify and I see new practices announcing it daily.

[biotech_researcher]

The ugliest thing is the competition and their proxies are rallying around stopping RVNC’s progress. If the injectors avoid stocking Daxxi, that is not good.

[usma67korea]

Q1 is never a good qtr for most bioland stocks. don't expect that to be diff here. and ceo has said so in prior comments. i think key is keeping the same 2024 overall guidance even w/ soft q1 #s (which i expect). and maybe, just maybe in Q2 or Q3 ER, they can actually beat the guidance and/or raise 2024 overall #s. that would be something. i don't think Q1 # by itself means much as long as overall 2024 # is in tact or even higher than $280 guidance.. (of course if lower guidance, then sure, we will lose even the $3 handle maybe), but i am here for 4-6 qtrs as this will take a lot of time to play out

[Lishur]

Added 3.83

[PioneerUniverse8]

if q1 numbers don't fit into that $280 million EOY revenue picture, it will get much uglier. We will know soon enough.