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My SWAG, nothing to do with pending FDA decision. Someone holding a significant position is de-risking their portfolio and liquidating. The next 5 weeks could be incredibly volatile. JMHO
Thank you mouton for the explanation. The color and context of the transaction make more sense now. Much appreciated.
Mark J. Foley Sells 70,390 Shares of Revance Therapeutics, Inc. Stock
https://www.defenseworld.net/2023/03/11/mark-j-foley-sells-70390-shares-of-revance-therapeutics-inc-nasdaqrvnc-stock.html
Certainly some interesting volume today. Perhaps the meeting with the FDA went well (IF it took place). Otherwise perhaps people finally woke up to the opportunity GMDA presents. Time will tell.
IMHO, we will start to see the share price of GMDA slowly move back up albeit very modestly for the near term. I agree with your assessment, May 2023 is a huge month. Good luck!!
“Perhaps the schools should have to underwrite student loans with the risk of default held by those institutions. That would be a real incentive to perform and provide a cost effective education.”
One of the best proposals I’ve read and considered. Now how to get this type of practice applied across the educational institutions.
Thanks for sharing. Very interesting article.
My two cents for what it’s worth is investors “might” have higher expectations than what was shared last month. If the company reports exactly what they did a month ago, I suspect we will see a mild selloff. Of course, I would enjoy being wrong.
Wholeheartedly agree on all points. Additionally it will be critical to hear what their OTIF score is to their customers. This element “should” give investors an idea how well Operations is managing the significant jump production of Daxi. It’s all about running trains on time. Cheers!
Totally creepy! In some ways reminds me of HAL 9000 from 2001, A Space Odyssey.
Wow!! Thanks for sharing Randy. Best
Added significantly at $1.47. GLTA
LMFAO!!!! Absolutely priceless!
Thank you sir. Much appreciated. (eom)
Anyone please. Will Revance need to raise anymore capital before they finally break even? Has anyone modeled this into their equation? TIA
Thank you. I appreciate the guidance. Will be fascinating to see how this all plays out. I may add here to my original position ($2.68).
Thank you sir for sharing. Do you and others here believe raising more capital will take place before or after the pending PDUFA target action date coming in May?
TIA
Synonymous with the terms “Xerox” and “Kleenex” perhaps?
Thank you. (eom)
Thank you. Curious, based on what metrics? Was this datum by word of mouth or perhaps published/communicated that you can/may reference? TIA
Congrats sir. It’s nice to see so many longs here finally start to realize “paper” profits. Selfishly I hope it dips a few more times before big pharma buys out Revance. Cheers.
n4807g; thanks for the PM note and appreciate your perspective. I’ll be ever so mindful. Have a great day, thanks again.
Likewise Randy!! Perhaps some of this upside is shorts having to cover their position(s)? Regardless it’s enjoyable to watch.
I respect and embrace everyone’s opinion. That’s exactly what makes the world go around (hopefully). I am a “traditionally” a Republican, vaccinated (COVID 4 times now), Flu shots every year, Shingles vaccinated, you get the drift. I don’t own a gun, I don’t get in others faces when we disagree. I respect and listen to opposing points of view. Please be mindful that some respectful professionals that read this board enjoy the board for its conceptual intent. Thank you kindly.
In my humble opinion, n=5 is a silly waste of time and serves only to distract.
Perhaps an opportunity to help the homeless people in the Bay Area? Conversion into residential facilities? I suspect it’s a complex problem but yet here is an opportunity to address what sounds like a crisis. Just a thought. Happy New Year to all.
Noted Dew and thank you. It comes down to executing on all facets of their business. Clear and concise communications needs to take place between the sales team, the operations team and the executive team sans any “quality” issues of Daxi production lots. Perhaps Wall Street is betting on mistakes and miss steps as we move into 2023.
Thank you for sharing and pointing this out. I lost track of this company only because I don’t consider them a threat to Daxi long term. I wouldn’t be surprised if they go bankrupt in the next few years.
A 39% pull back IMHO is bizarre. Perhaps my personal expectations are not aligned with reality.
Interesting for sure. Wasn’t a fan of Dan Browne myself for a myriad of reasons discussed here and on the BV board.
Hilarious! Thanks, I needed a good laugh today. Rough week and it’s only Tuesday.
Wholeheartedly agree!! Was the best game I ever witnessed. Those athletes are incredible and truly inspiring.
With this current Enterprise value (EV) of ~$95 Million, does anyone following this company think they could be purchased for a ridiculous amount? TIA for anyones opinion.
Ascletis Pharma (OTCPK:ASCLF) said China's National Medical Products Administration (NMPA) approved its investigational new drug (IND) application to start a trial of oral drug ASC11 for COVID-19.
The goal of the phase 1 trial, which is expected to be completed within Q1 2023, is to identify a safe and efficacious dose for the pivotal phase 2/3 in patients with COVID-19.
In addition, the phase 1 study will determine if ASC11 needs to be boosted by ritonavir or not.
The Chinese company said that in antiviral cellular assays with infectious SARS-CoV-2, ASC11 showed much higher potency against the virus than other 3CLpro inhibitors including nirmatrelvir, Shionogi's (OTCPK:SGIOF) (OTCPK:SGIOY) oral drug S-217622, Pardes Biosciences' (PRDS) oral therapy PBI-0451, and Enanta Pharmaceuticals' (ENTA) oral medicine EDP-235.
Pfizer's (PFE) Paxlovid consists of (nirmatrelvir and ritonavir).
"The IND approvals of ASC11 from both China NMPA and U.S. FDA mark a great recognition to our in-house R&D capabilities," said Ascletis Founder, Chairman and CEO Jinzi Wu.
Ascletis added that ASC11 has potent antiviral activity against several Omicron variants such as BA.1 and BA.5. In the animal model with infectious SARS-CoV-2, ASC11 also showed potent antiviral activity, according to the company.
Thanks for sharing.
An interesting perspective. The FDA gave RVNC approval on Daxi almost 3 months ago. Perhaps I am way off base here, but I would’ve thought guidelines and what can/may be claimed regarding duration of Daxi’s efficacy would’ve been outlined from day one of approval.
Certainly an interesting observation and thanks for sharing. I think for those of us that are long-term holders, I would propose this is irrelevant. Most of us believe a buyout will happen, it’s just a matter of when. I certainly would not want to be short when that happens.
Interesting. Are these numbers legitimate? Never quite sure if they’re accurate. TIA
In some ways, RVNC reminds me of MNTA in how some of us investors were dismayed with how things played out including but not limited to Executive leadership of the companies. We know how MNTA played out eventually when J&J spent $6.5 Billion. Will be interesting to see how RVNC plays out. Stay tuned.
Very nice!! Congratulations. Definitely fascinating how this has been behaving. A significant run up to almost $31, equally the pullback since peaking. Somewhat bizarre behavior IMHO.