Revance Therapeutics Inc (RVNC)

[go seek]

Revance shorts need to cover, the Big Squeeze is on!

[apm_com]

4 handle nice, but some 0’s behind it.. then we get to proper value! Gaining traction, q2 improvement, but more of a 25’ story!! Kinda pissed that my 2.5/5 strikes might/won’t get exercised(ex-RVNC10/18/2024 2.50 PUT REVANCE THERAP)
RVNC
10/18/2024 2.50 PUT
REVANCE
THERAPEU-TICS
+$115.00(13.86%)
$0.45-
$0.15-30

Long game, decent balance sheet, traction !!

[rock mountain]

merci mouton

[SuperAstrologer43]

Nice breakout on the weekly bullish falling wedge Next is $8 if $4 holds...

[vinmantoo]

Oooh, RNVC broke $4 this morning on strong volume, the 3rd day in a row of higher than normal volume. 😀 RVNC may not close over $4 today but it is nice to see while eating breakfast.

[alphahelix1]

FogPharma is developing drugs using stapled peptides, see FogPharma.com

[biotech_researcher]

Every day is the way……

[mouton29]

Here’s an article discussing cell penetrating peptides. https://www.tandfonline.com/doi/full/10.1080/17425247.2023.2251399

Introduction
Cell-penetrating peptides (CPPs), are small peptides that facilitate cytosolic access and, thus, transport of therapeutic macromolecules to intracellular sites when conjugated to cargo proteins. As with all new delivery platforms, clinical development of CPP-containing therapeutics has faced considerable challenges.

Areas covered
RTP004 is a novel, 35–amino acid, bi-CPP-containing excipient that binds noncovalently with its cargo (botulinum toxin type A) rather than conjugated as a fusion protein. An RTP004-containing neurotoxin formulation, daxibotulinumtoxinA-lanm for injection (DAXI), has recently been approved by the FDA. The formulation and pharmacological characteristics of RTP004 and the efficacy and safety of the RTP004-neurotoxin formulation are discussed

.

[rock mountain]

Cell penetrating peptide: DAXXIFY is the only botulinum toxin with cell penetrating peptide technology (1, 6-10). On the RVNC website in the cervical dystonia chapter, one can find the latter statement. I never heard the claim of "cell penetration" before. The references after this statements are the prescription informations of Daxxi and of the other bot. toxins - not any article in a learned journal. Have I fallen asleep behind the wheeel - thus far the story of the adjuvant was its postive charge which thus allowed the toxin to remain close the negatively charged cell surface, allowing for better endocytosis. I never read anywhere that the adjuvant aids in cell penetration. Cell penetration from outside directly into the cytoplasm? Is this just a marketing message, keep it simple? For medical products any statement needs to be backed up with published facts - are there any? Anybody know? Thanks Rockmountain

[go seek]

Giddyap Revance! 🚀

[biotech_researcher]

Fake Botox story:
https://apple.news/AI8_eZfUHTmmFhOlMPqsLog

[biotech_researcher]

Stop arguing and just listen to it, for crying out loud…

[Hitman970]

I get the point. And will re state that podcasts are not footnoted.

[biotech_researcher]

“Podcasts are not due diligence “

You completely missed the point of the post. Podcasts that explain how teens are embracing their facial look using cosmetic compounds like Botox, and naturally Daxxi

[vinmantoo]

I have to say that seeing RVNC finally reverse course and rise this week has been a relief. I sure hope this is the start of something big. My last buy two weeks ago at $2.33 is looking pretty good.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174668146

My last buy was a month before that at $2.70 which isn't looking bad now either. I won't mention my previous buys over the past year as much higher prices for some reason. :) or is it :0

While I am still down 35% on my RVNC investment, being down 35% today feels a low better than being down some 60%. I also booked some tax losses so that makes me feel a bit better too. I have far more RVNC shares now than I have before the big, sustained and painful drop of RVNC so that means my future gains, if they keep coming, will be amplified.

[vinmantoo]

Podcasts are not due diligence

Correct. Clinical trials showing Daxxify is superior to Botox.

[Hitman970]

Podcasts are not due diligence

[biotech_researcher]

More customers:

https://podcasts.apple.com/us/podcast/short-wave/id1482575855?i=1000661952963

[stocksrising]

Agreed, and it’s more about Cash Flow positive/neg( gaap) than analyst estimates of eps…
Toby will most likely reaffirm 2025 expectations, but would love to hear if it’s 1st half or 2half( don’t he’ll go that far)

[go seek]

There’s no way on God’s Green Earth, interest rates will be 2-3% by late 2025.

[SuperAstrologer43]

Someone should ask at earning calls whether they have enough cash to last to profitable Q4 2025. Unless sales are growing exponentially which is entirely possible with people switching over from Botox from words of mouth. Otherwise seems another round of financing is possible. I hope Fed can lower interest in time to 2-3% for them to refinance and don't have to dilute more shares when we pop to $5

[stocksrising]

Welcomed :)
Likely due to Russell 2k surpassing Feb 22’ highs
( lower rate prospects possibly by Sept.)

Short covering (perhaps channel checks showing traction) ( here in Palm Beach County better adaption by some friends in the biz)

And simply EV was mispriced and Mr. Market properly making the adjustments :)

Not out of the woods, but glad to see $3’s and hopefully more after Q2 report ( many brokers force 100% equity if under 3—fortunately I only use margin in 1 of the few accounts that hold RVNC)

I saw estimates (I believe it’s from ML ) has a .36 loss for Q2…. And by Q4, 25’ sort of b/e
2024
Q2-0.36
Q3-0.3325
Q4-0.2847

2025
Q1-0.2199
Q2--0.1593
Q3-0.098
Q4-0.063

For me, I’m in very long term and sell naked puts and hope it gets exercised :)….2025/26 story

[go seek]

New instagram ad… today.
https://www.instagram.com/reel/C9SpkI0xEkP/?igsh=bGdoeWdrZW5rbjht

[go seek]

Up 13% today at 1pm. It’s about time!
https://www.instagram.com/reel/Ctc2A6fsl33/?igsh=MTd1dGlwb2JlNHAzZQ==

[stocksrising]

Sorry, here we go:

Short Interest (as of 06/28/2024 settle)

Short-15,193,716

Avg. daily vol -2,097,495

Days to cover-7.243744

[vinmantoo]

FWIW:
Short Interest

06/28/2024 15,193,716 2,097,495 7.243744

That is just a bunch of numbers in a row. Could you put some text in to explain and clarify it? Thanks.

[biotech_researcher]

Gasoline for the fire…

[stocksrising]

FWIW:
Short Interest

06/28/2024 15,193,716 2,097,495 7.243744

[biotech_researcher]

On Instagram, the number of small, independent, dermatology offices promoting Daxi is astounding..

[boraborak38]

Like you said, AEON is almost insolvent with balance sheet is a wreck. This biosimilar approach is their only hope and it’s actually interesting. Not sure why it took them so long to do it. But these guys are not a problem for RVNC.

[go seek]

Instagram posts have increased over last few months. I’m seeing many new aesthetic accounts that have added DAXXIFY.

[Tomdontworry]

#daxxify hashtag gets 100 tags every day since i started monitoring more than 1 month ago.

[biotech_researcher]

Go Seek, did the Instagram posts that you so consistently posted here, have they dried up?

[go seek]

The price action over last few days is telling. Either the shorts are getting spooked, or investors think Revance has turned a corner and want to accumulate here. Persons close to the aesthetic market should be able to gauge the relative market opinion on Daxxi over time.

[DewDiligence]

AEON repositions ABP-450 as_a potential Botox biosimilar:

https://finance.yahoo.com/news/aeon-biopharma-announces-strategic-reprioritization-120000126.html

AEON is nearly insolvent (#msg-174417740), so it’s hard to see how they complete a phase-3 trial to obtain FDA approval using the 351(k) pathway.

This looks like another instance of Zebra’s Law.

Reminder: ABP-450 is the same drug as EOLS’ Jeuveau, sourced from Korea’s Daewoong.

[Jlinvest01]

Quicksand is sticky

[Tal10]

If Q2 revs meet or beat, don't be surprised if they preannounce within the next couple of weeks. We could jump from 3 to 6 overnight with a solid beat.

[biotech_researcher]

IanFromSi moniker says it all…

[biotech_researcher]

It is moving to higher ground..

[vinmantoo]

Is that because it’s been treating it less than half it’s normal volume for most of the last week or so?

Or is it because today it almost made it up to 3/4 if it’s normal daily volume?

Wow, you really spend a lot of time watching RNVC. It seems like an obsession and a bit unhealthy. I liken it to someone looking for the black lining in a silver cloud. As far as the past week, it was a holiday week with half-day of trading on Wednesday and Friday was part of a 4 day weekend for many. Why in the world would you or anyone else use last week as a metric for trading volume of any stock? July 1st was close to normal volume, the next 3 trading days of the holiday week were below normal volume but edged closer to normal today. If you go back June 28, volume was 4x normal average and the 27th was average.

For a reference, let's look at PFE. It was 2/3 the average trading volume today, less than half the volume on July 5th, even lower on July 3rd, well below average volume on July 2nd and 1st. The last time it hit average trading volume was June 21st.

[IanFromSI]

Is that because it’s been treating it less than half it’s normal volume for most of the last week or so?

Or is it because today it almost made it up to 3/4 if it’s normal daily volume?

[SuperAstrologer43]

Price action last 2 weeks seems to point to a break out on weekly chart

[go seek]

Agree… it is confusing. I don’t think any confusion as per cost comparison for toxins is helpful to consumers. That said, It appears some practices welcome the confusion as a pathway to profit.

[Emannow]

Dysport is sold in a vial with 300 units. It takes 3 units of Dysport to equal 1 units of Botox. Just like Daxxify is 2 units to 1 unit of Botox.

Daxxify should have been sold in vials of 200 units which is less expensive to manufacture and easy to compare to Botox for the injector.

Another Foley bad decision!

[go seek]

Combo Treatments:
https://www.instagram.com/reel/C9D8M06oa_T/?igsh=MWg0ZzZ0NDM4bWtkZA==

[go seek]

Look at the discount for Dysport vs Botox and Daxxi:
https://www.instagram.com/p/C8e6dIbxDjU/?igsh=eHg2aW1wZXZ3enEw

Daxxify Event:
https://www.instagram.com/p/C8fUWCms0Te/?igsh=cTJyaDB2c3RuZXQy

Daxxify Education Corner:
https://www.instagram.com/p/C4q5CVAPvOX/?igsh=MWo0OHp2bHZtenV0eA==

[Jlinvest01]

Any late onset effect on the share price would be appreciated..

[go seek]

I sense that market sentiment towards RVNC has turned positive. It’s about time… DAXXIFY, Fast onset, Long duration and the Look!

[biotech_researcher]

Ian, You are on the pathway of being left in the dust..

[iwfal]

Just because you and Roy believe Dax is a superior product does not mean that injectors and every patient shares that belief.

Did I posit such a thing? That the injectors all share some belief about Daxi superiority? Ans: no, I did not.

I asked what would it look like across the market to change their mind? Interminable dribble of converts? Cascade? Etc What would early signals be?

And note: it's odd indeed that you put Dew and I in same bucket here. I feel pretty safe in asserting that Dew and find this equally amusing as failing to understand fairly big and consequential differences in our opinions about Daxi in aesthetics