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RVNC
Kind of down the middle. Step in the right direction.
That 8-K seems to be missing.
We'll find out sooner or later. Maybe tomorrow. Maybe not.
Right.
There are ways to use AI to speed the search but you still need to check the results, they even spew out false references sometimes.
Of course, there are ways to search the text of a specific webpage or .pdf and some of those are via AI. That makes it faster to find specific text or to locate keywords. Old technology that predates AI can be pretty efficient.
I've overspent my daily 5 minutes on this site today. Later.
Why even ask ChatGPT when you can go to source material?
FDA Breakthrough Devices Program
https://www.fda.gov/medical-devices/how-study-and-market-your-device/breakthrough-devices-program
Guidance PDF
https://www.fda.gov/media/162413/download
Jbog: I have no idea on RHA. Expanding Daxi sales would seem to be a driver of sales there, no?
You did well to sell around 18.
So the window to enter a bullish trade for the last $150M borrowing is today through potentially as late as Friday. The bears will have to decide whether to close existing positions.
If RVNC pulls the whole 150 at an interest rate that is not excessively punitive (it can be a high rate) then I can see the current price range (4.65 +/-) acting as a floor for awhile and a nice bounce is possible, but obviously sales still have to improve. Not going to opine on pulling less than 150 or relying on future dilutive raises.
GL. That was a nice entry. I had sold a bunch myself at that strike but closed the position for a nice profit when price was around 6.50ish.
RVNC
RVNC
OCUL
Right, the 15 points is required for superiority. They also expect an active comparator. Were you thinking of having the OCUL arm get shams? That doesn't play.
My understanding and relying on memory (which I would rather not do) is that the participant has the option to get a re-treatment after a 10 point loss and that doing so would count that participant the same as a 15 point loss for statistical purposes, per SPA. You would want to double check that. That also boxes in the Dr to not rescue early, but does not stop a participant from simply leaving the trial.
How else would you show superiority of duration? (eos)
OCUL
It's a superiority trial. Were it non-inferiority I would understand your confusion.
Why do you think that both Baker and Orbimed had closed their positions in VERA at the last reporting period in Nov? Has anything changed since then?
PHG
Evolus Announces Preliminary Unaudited Fourth Quarter and Full-Year 2023 Net Revenue, Achieving Record Results and Exceeding Expectations; Issues 2024 Guidance
FWIW, stock up after hours.
https://www.biopharmcatalyst.com/company/EOLS/news/180348
Preliminary Unaudited Net Revenue of Approximately $61 Million for the Fourth Quarter 2023, Representing 40% Growth Over the Prior Year Quarter and a 22% Increase Over the Prior Sequential Quarter
Preliminary Unaudited Net Revenue of Approximately $202 Million for the Full-Year 2023, Representing 36% Growth Over the Prior Year
2024 Net Revenue Guidance of $255 Million to $265 Million, Which Represents 26% to 31% Growth From Preliminary 2023 Results
Evolus, Inc. (NASDAQ:EOLS), a global performance beauty company with a focus on building an aesthetic portfolio, today announced its preliminary, unaudited net revenue for the fourth quarter and full-year ended December 31, 2023. The preliminary unaudited results described in this press release are based on the most current information available to management and are subject to change until the audit of the company's 2023 financial results is completed and the company reports its full financial results for the fourth quarter and full-year 2023, which is anticipated to occur in early March 2024.
"We believe the preliminary results of the fourth quarter and full-year 2023 are clear indications of our strong operational execution and significant market share gains resulting from deeper penetration of the neurotoxin market in the U.S. with Jeuveau® and expansion of our neurotoxin brand, Nuceiva®, in Europe," said David Moatazedi, President and Chief Executive Officer of Evolus. "We are thrilled to have achieved record results and exceeded our guidance for the year, positioning us to carry this strong momentum and drive growth into 2024.
RVNC
The price is certainly depressed compared to most of the stock history.
How long or to what future price would you consider this action "bullish"? Obviously he can't sell and collect a profit for a regulatory period, but beyond that?
CYTK up 17% this AM without top line news. Leaky ship? Should report this week. There is a takeout rumor. All very odd.
RVNC
RVNC
I did listen to the call in real time. Read the transcript afterwards to see how it compared to my impressions. The short summary is RVNC needs to do better. I have no idea how things are going to go this Q or next but it will take at least that long to consider a longer term investment, for me.
Anyone looking at buying here might want to keep in mind that tax loss selling will pick up again and there are still 6+ weeks of that to go through. I have no feel at all for what price may go to in that time frame and there is at least some chance that there will be positive earnings expectations by mid-December, but price here can go lower than it should or that you might expect.
There is about a 50/50 chance I will make a tactical buy near the end of the year for the January effect. Will decide at the time, no rush. As a side note, the tactical buy 'around 8+/-' that I mentioned but did not participate in gets a grade of C- only because there was adequate profit available if one remembered to take it. It would have been a difficult trade to time properly had I been in it and don't regret passing on the trade.
GL