RVNC

Revance Therapeutics Inc

NASDAQ

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RVNC

Revance Therapeutics Inc

NASDAQ

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150

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DewDiligence

Here’s_what_RVNC_has_actually_said_about CD insurance coverage; from the 4Q23 CC:

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go seek

05/03/24 6:53 PM

Post #7,253

Any thoughts on LETYBO which should be in the US market later this year?

vinmantoo

05/03/24 11:58 AM

Post #7,252

Re: #7,251: @DewDiligence - AEON—(-53%)—reports failed phase-2 in migraine prevention:

AEON’s lead indication had previously been cervical dystonia, but AEON backed off from CD after RVNC reported stellar data in that indication.

I like the way that sounds.

DewDiligence PremiumMember

05/03/24 11:40 AM

Post #7,251

AEON—(-53%)—reports failed phase-2 in migraine prevention:

https://finance.yahoo.com/news/aeon-biopharma-announces-preliminary-top-110000987.html

AEON Biopharma…today announced that the preliminary top-line results from its planned interim analysis of the Phase 2 trial with ABP-450 in the preventive treatment for chronic migraine did not meet the primary endpoint.

This is AEON’s second phase-2 failure in migraine, having whiffed in a prior phase-2 for treatment (rather than prevention) of episodic migraine (#msg-173058579).

AEON’s ABP-450 is the exact same drug as EOLS’ Jeuveau, sourced from Korea's Daewoong.

AEON’s lead indication had previously been cervical dystonia, but AEON backed off from CD after RVNC reported stellar data in that indication.

Please see #msg-172274907 for related info.

alertmeipp Free

05/03/24 7:16 AM

Post #7,250

Re: #7,248: @go seek - New Daxxi ad…

Finally an ad that looks decent

The power move one was lame

vinmantoo

05/03/24 2:39 AM

Post #7,249

Re: #7,246: @AXRX4952 - $3.77 How long before a Big Pharma Co. J&J

$3.77
How long before a Big Pharma Co. J&J decides to purchase RVNC to add to their Mentor Breast Implant Biz like Allergan?

What makes you think RVNC would accept a buyout at this absurdly low price?

go seek

05/03/24 12:13 AM

Post #7,248

New Daxxi ad…
https://www.instagram.com/reel/C6ekJTlPozL/?igsh=cDlhdHNvZzh3ajRz

Ad liked by one of the top dermatologists in NYC… Dr. Ellen Marmur
https://www.instagram.com/reel/C3-pJf6r6t-/?igsh=MTQyN2U5a3N4Zjl6eg==

Read comments…

go seek

05/02/24 10:36 PM

Post #7,247

Re: #7,244: @alertmeipp - Anyone know the voting result %?

Vote details to be published on or about 5 May.

AXRX4952

05/02/24 10:33 PM

Post #7,246

$3.77
How long before a Big Pharma Co. J&J decides to purchase RVNC to add to their Mentor Breast Implant Biz like Allergan? Or Pfizer who tried to buy Allegan, Sientra? You can't be successful if your salesforce is leaving left and right. Retention is a big issue there. The innerworkings of this company is a huge mess.

AXRX4952

05/02/24 10:24 PM

Post #7,245

Re: #7,192: @alertmeipp - Many here seems to forget that RVNC actually

Teoxane RHA was world wide 5 years BEFORE RVNC got it launched in the USA and all RVNC has to do was copy paste their marketing concepts and follow the other global distributors - who have had Teoxane portfolio for 20 years.
Daxxi is their own product and they have had YEARS to come up with a successful marketing plan and execute it. They failed miserably. It's like you had ONE job and you failed.

alertmeipp Free

05/02/24 10:03 PM

Post #7,244

Re: #7,243: @PioneerUniverse8 - Them not answering questions (even though the questions

Anyone know the voting result %?

PioneerUniverse8 Free

05/02/24 10:01 PM

Post #7,243

Them not answering questions (even though the questions were not related to the 3 items that were being voted on) is a total dick move. Ultimately it shows a disrespect for minority shareholders.

randychub

05/02/24 6:37 PM

Post #7,242

Re: #7,241: @Emannow - Per a rumor, Daxi CD is to be

Per rumor? I thought Rvnc stated that in the past

Emannow

05/02/24 6:01 PM

Post #7,241

Re: #7,240: @soma2022 - Evolus reports May 7th after close

Per a rumor, Daxi CD is to be officially launched on May 9th.

soma2022

05/02/24 5:54 PM

Post #7,240

Re: #7,238: @DewDiligence - We dont even know when earnings day is.May 9:

Evolus reports May 7th after close
Estim Rev: $57M, loss of 8 cents/share.
Q4 2023 Rev: $60M COGS: $19M
Key items: cash burn, interest on debt, cash balance, year on year revenue growth, QoQ revenue change.

Revance reports May 9th after close
Q4 2023: RHA: $34.5M, Daxi: $24M
Key items: RHA/Daxi Revenue growth YoY and QoQ, cash burn, cash balance, GMs, Daxxify vial unit growth QoQ, and CD launch progress and expense management.

Compare to Abbvie's Botox/filler sales for same quarters.

Emannow

05/02/24 4:09 PM

Post #7,239

Institutions have bought back into RVNC

Capital Research now owns 13.83 million shares and is the largest share holder

DewDiligence PremiumMember

05/02/24 4:09 PM

Post #7,238

Re: #7,237: @Tomdontworry - I posted 2 questions in the chat box

We dont even know when earnings day is.

May 9:

https://investors.revance.com/investors/Press-Releases/news-details/2024/Revance-to-Release-First-Quarter-2024-Financial-Results-on-Thursday-May-9-2024/default.aspx

Tomdontworry Free

05/02/24 3:33 PM

Post #7,237

Re: #7,236: @go seek - Gotcha… who’s the Brittany Spaniel in your profile

I posted 2 questions in the chat box as well… i expected more from the investor day. We dont even know when earnings day is..

go seek

05/02/24 1:53 PM

Post #7,236

Re: #7,235: @Emannow - Yes, I asked the question, “could you explain

Gotcha… who’s the Brittany Spaniel in your profile photo? Thanks. We’ll all feel better about Revance when the share price steadily moves higher.

Emannow

05/02/24 1:45 PM

Post #7,235

Re: #7,234: @go seek - …did not take any questions. Did you ask

Yes, I asked the question, “could you explain why there is no communication with Wall Street on your company “.

They simply did not answer any questions!

go seek

05/02/24 1:38 PM

Post #7,234

Re: #7,233: @Emannow - I listened to the Shareholders call! Angus

…did not take any questions. Did you ask a question? I think they did not want to ‘get into the weeds’ in this shareholder meeting. Just my guess. As you know, we were told that there were no questions. Best to you.

Emannow

05/02/24 1:13 PM

Post #7,233

Re: #7,231: @go seek - Alert… they just did the vote. No discussion

I listened to the Shareholders call! Angus Russell ran the call and did not take any questions! Why would Russell answer questions about his many bad decisions! Angus has absolutely no idea what he is doing in aesthetics! The guy is clueless which is why the SP is down 90% and 95% of the corporate staff has been let go so they can pay their electric bill! Angus Russell should be removed!

biotech_researcher Free

05/02/24 12:51 PM

Post #7,232

Re: #7,231: @go seek - Alert… they just did the vote. No discussion

Bad decision. There is a lot going on, and they didn’t what to share?

go seek

05/01/24 11:08 PM

Post #7,231

Re: #7,230: @alertmeipp - Annual meeting - anyone attended or listened to

Alert… they just did the vote. No discussion of company operations. Nada…

alertmeipp Free

05/01/24 10:57 PM

Post #7,230

Re: #7,225: @go seek - You are cordially invited to attend the Annual

Annual meeting - anyone attended or listened to the call? Any notes? TIA

go seek

05/01/24 12:01 AM

Post #7,229

Re: #7,227: @Emannow - Not sure why whoever is shorting RVNC is

Not sure why…
IMO it is impossible to determine the whys and wherefores of price actions or trends thereto… The market is not efficient. Bottomline it is fear vs greed and uncertainty vs clarity. Revance has exceptional products in very large and growing markets. Over time, as confidence and sales in these products grow… uncertainty will abate and the stock price should rise.

Emannow

04/30/24 8:44 PM

Post #7,227

Not sure why whoever is shorting RVNC is working so hard! 54% of trades yesterday and 56% of trades today were shorts. Seems someone or some entity is determined at all costs to keep the SP down.

Emannow

04/30/24 2:28 PM

Post #7,226

Starting to see injectors offering Daxi at a Fair Price! This will grow sales!!

go seek

04/30/24 2:21 PM

Post #7,225

You are cordially invited to attend the Annual Meeting of Stockholders of REVANCE THERAPEUTICS, INC. The meeting will be held virtually on Wednesday, May 1, 2024 at 10:00 a.m. Central Time via live audio-only webcast at www.virtualshareholdermeeting.com/RVNC2024 .

mouton29

04/30/24 1:07 PM

Post #7,224

Re: #7,223: @iwfal - That's not bad and does it really vary

You are harping on the low end of the range, 30 percent, when he is reporting 30 to 100 percent increases. That’s like focusing on the Revance reported results and saying they report 0 percent increase, when they in fact report a range corresponding to something like 0 to 2x with a median of 1x.

I do take your point that other steps could be taken to optimize results and it doesn’t seem like Revance provides a lot of guidance or effort there, so that there’s a fair bit of experimentation and in some cases floundering by some injectors.

iwfal

04/30/24 12:53 PM

Post #7,223

Re: #7,222: @mouton29 - only mildly increase in duration

That's not bad and does it really vary materially from the Revance results, given the reduced dose and he is reporting results between 30% and 100% longer.

Sure, agree '30% longer' is in line with 'reduced dose'. But the point stands that the 'feeling too heavy', which was why he reduced the dose doesn't. It seems pretty likely to indicate better optimization is possible. And 30% longer vs, say 65% longer... matters significantly when trying to get word-of-mouth to work. Eg 30% is likely only a little above the noise floor for an individual patient (eg session to session variability), whereas 65% is likely way above it.

mouton29

04/30/24 12:33 PM

Post #7,222

only mildly increase in duration

What he said was, at the 1.65 x dose,

it lasted significantly longer than Botox and what we saw at that 1.65 to 1 is at least 30% longer duration and as much as double the duration in that range.

That's not bad and does it really vary materially from the Revance results, given the reduced dose and he is reporting results between 30% and 100% longer. We don't know what median that translates to but clearly it's north of 30% and likely somewhere in the 50% range. And likely he is reporting the injector evaluation, not the Revance better of the injector and patient evaluation (which significantly skews the median upward).

biotech_researcher Free

04/30/24 9:20 AM

Post #7,221

It might be that the millennials steer this more than the baby boomers now

iwfal

04/30/24 3:39 AM

Post #7,220

Re: #7,216: @go seek - Daxxi Dosage Experience

Interesting in that he’s playing with dose, but weirdly unclear on *how* he’s playing w dose (eg further dilution or just less volume injected). My guess is that in order to really unlock Daxxy benefits (longer lasting, cheaper, few AE) you need to play with at least 2 of 3 things: injection pattern, dilution and dose per injection. And he’s only doing one, hence his fairly limited endorsement (too much is too heavy, only mildly increase in duration).

go seek

04/29/24 2:19 PM

Post #7,219

New Daxxi Provider and what sets Daxi apart from other neuromodulators…
https://www.instagram.com/reel/C4qvLGJRcGf/?igsh=MTMzMmQ3MnFtNjRreA==

edcoolidge Free

04/29/24 2:07 PM

Post #7,218

Re: #7,212: @rock mountain - First reported transmission of HIV-AIDS as a result

Many of the practices offering Daxxify do heavily market that it is vegan. It's a strong selling point and Revance should definitely lean into it. However I think the use of the word "safe" or any allusion to these types of incidents is a very bad idea.

edcoolidge Free

04/29/24 1:46 PM

Post #7,217

Where are all the "market is never wrong" folks today. 🤣

go seek

04/29/24 1:38 PM

Post #7,216

Daxxi Dosage Experience
https://www.instagram.com/reel/C5ygX2BRxYx/?igsh=eXY4dnVnMDg4NGV5

Monksdream PremiumMember

04/29/24 12:30 PM

Post #7,215

RVNC under $5

vinmantoo

04/29/24 11:53 AM

Post #7,214

Re: #7,212: @rock mountain - First reported transmission of HIV-AIDS as a result

I know that the infections in this report was due to contaminated needles and using microneedling - but as this spreads throughout the industry, one can throw in the slogan - "If you want the best and the safest , you can trust DAXXY"

All's fair in love and business.

rock mountain Free

04/29/24 11:26 AM

Post #7,212

First reported transmission of HIV-AIDS as a result of beauty treatment! In Morbidity and Mortality Weekly Report April 25. 2024 (73(16):372) the CDC reports on the first reported transmission of HIV-AIDS as a result of micro-needling. As this raises concern, I hope that RVNC again reiterates the point that DAXXI does not contain human blood by-products, whereas BOTOX does contain stabalizers derived from human blood. I know that the infections in this report was due to contaminated needles and using microneedling - but as this spreads throughout the industry, one can throw in the slogan - "If you want the best and the safest , you can trust DAXXY"

biotech_researcher Free

04/29/24 10:49 AM

Post #7,211

As you whine and pout, RVNC gains traction. The KOL coverage here was great..

vinmantoo

04/29/24 2:15 AM

Post #7,209

Re: #7,200: @IanFromSI - Is this not just another example of atrocious

And then there’s Vinman who thinks he’s much smarter than both Milton Friedman and Jay Powell put together. Guess what Vinman. - you are nowhere close.

Maybe if you win the Nobel prize for economics and get a pointed as chairman of the fed, your economic “wisdom“ might be worth listening to.

Hey Ian, what put the bug up your butt? I never claimed to be an economist. You made some claims about interest rates and inflation that were false so I corrected them. I even posted links showing the FED hasn't raised interest rates since last year and has been taking about cutting rates at some point this year. I am sorry if you can't acknowledge you were wrong and don't like being corrected so lash out.

vinmantoo

04/29/24 2:15 AM

Post #7,208

Re: #7,200: @IanFromSI - Is this not just another example of atrocious

Don’t get me started on Alzheimer’s disease. Roy “sicced” Vinman on me when I expressed my views to a new poster questioning four biotech stocks. Essentially, there are dozens of phase 3 trials, all of which have failed. that attacked amyloid Beta or tau plaques.

Hey Ian, what put the bug up your butt? Nobody got me to go after you. You made some comments about Alzheimers that I disagreed with and talked about why, and why that amyloid plaque idea might be wrong. I am sorry you don't like differing opinions or being so lash out.

edcoolidge Free

04/28/24 8:34 PM

Post #7,207

Re: #7,206: @iwfal - You are a liar and a loser Ian.

The feeling is mutual iwfal. Ian is clearly a liar since he just outright lied about what Dew posted on the other board. I didn't think you were stupid but your inability to understand the difference has me second guessing that. You were also naive about double dose Jeuveau.

iwfal

04/28/24 8:22 PM

Post #7,206

Re: #7,205: @edcoolidge - You are a liar and a loser Ian.

You are a liar and a loser Ian.

Honestly I find both you and Ian are of frustratingly little utility (albeit *some* utility). In both cases you hurt yourself by claiming those who disagree with you are ‘stupid’ or ‘evil’ or … . Which is annoyingly boring.

The worst sin on an investment board is being boring.

edcoolidge Free

04/28/24 7:55 PM

Post #7,205

Re: #7,204: @IanFromSI - I was referring to a different post on

You are a liar and a loser Ian. I've known that for a while but now everyone can see it. You're even more unhinged than CosmeticMD, who at least is motivated by kickbacks from Galderma. What's your motive? You seem to be angry at Dew because you lost money.

IanFromSI

04/28/24 7:51 PM

Post #7,204

Re: #7,202: @10nisman - What was the point of your post, Ian?

I was referring to a different post on the biotech values thread which is much closer to what I posted on this thread than the post that you found.

If all the readers of this thread were experienced financial analysts with expertise in biotech, I wouldn’t bother making a single post here. I suspect many of the readers are lurkers with very little biotech expertise and not much investment experience. Those people deserve to get a balanced set of views. If they only read posts from the perma-bulls, they will not get a realistic impression of the risks involved.

Don’t get me started on Alzheimer’s disease. Roy “sicced” Vinman on me when I expressed my views to a new poster questioning four biotech stocks. Essentially, there are dozens of phase 3 trials, all of which have failed. that attacked amyloid Beta or tau plaques. The Aduhelm fiasco was the only time the FDA approved an Alzheimer’s disease treatment. Biogen withdrew it after no healthcare agency would pay the bill nor would doctors prescribe it.

Enjoy the rest of your weekend.
Ian

alertmeipp Free

04/28/24 7:41 PM

Post #7,203

Re: #7,200: @IanFromSI - Is this not just another example of atrocious

IanFromSI, now we all know your motive here. lol.
So stupid

10nisman

04/28/24 6:39 PM

Post #7,202

Re: #7,200: @IanFromSI - Is this not just another example of atrocious

What was the point of your post, Ian?

Even Roy hinted that he is worried that something is going wrong in revance that he’s not aware of (on the biotech values thread).

What are you talking about? Roy said "If I didn’t have first-hand knowledge of how much better Daxxify is, I would be concerned about my investment." https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174306934

BTW, all investors should be concerned about the things they don't know.