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I wonder what the full explanation of “to eliminate his 50% service requirement” entails? As it doesn’t imply otherwise, I assume he still holds the position without the service “requirement”.
Ian, respectfully, I am “100% solid” that I know and could tell you what RVNC lost in 2023. I can’t tell you what they might lose in fy 24 nor what the profit will be in fy 25.
I am confident in what I do know about the Athyrium covenants required to draw the last tranche, that I am comfortable with their financial position for the time being.
I certainly wish Ms.Dtox luck in their endeavors, however, I don’t see the harm in questioning someone’s “100% sources”when they seem confused about who is being fired/ laid off and what division or where geographically those jobs are located. Ms.Dtox claimed manufacturing jobs in Irvine, not me.
Regards
Manufacture is at least 6 hrs away from Irvine?
I sold April $5 puts for 67 cents at the beginning of February. If they execute, I’ll have around $4.33 into the shares. I think I’ll eventually do OK on them.
I know that our family went from blue cross 100% paid drug that was affective on lowering triglycerides to 0% paid $400 out of pocket /month, immediately, as soon as that drug was “rumored”to help weight loss and people started using it for that.
“Very popular Twitter name”
$OCUL was taken to the woodshed for ambiguity in financing for a while. This looks like it’s resolved. I am impressed with their executive hires announced this morning. along w/ Dr. Kaiser, this is really a great team.. I’m Long $OCUL.
I appreciate your knowledge on this. Thanks for sharing it. I learn something new on these boards every time I log in.
Anyone who’s ever driven a white car knows rust spots can come from brake shoes and road grime also.
Stainless steel does not readily corrode, rust, or stain with water as ordinary steel does, but it is not stain-proof, especially with low oxygen, high salinity (salt water), or poor circulation in the environment.
I’ve never had a problem with anything you’ve posted to this point, negative or otherwise. But if you think that lying about being short was justified simply because of the negative direction the stock price has taken since you did, why should I not be skeptical about your “experience”? -Regards
“In the event that you don't have a revenue estimate, then tell me which Revenue number it would take to make you add, sell or hold your position. At least this forces us to act objectively so we don't drink your own kool aid. I have revenue growth targets that need to be reached for me to accurately value Revance”
I’m not forced to do anything, I’ve owned Revance for years and have added under $10 plenty of times, because I felt it was a good value for the risk , but I’ve never considered selling yet.
Correction (Q423) 44M
Q3 23 daxi rev 23M
Q4 24 daxi rev 44M
ha ha, ok.
Agree, however, he seems to get a lot more flack than other public figures from people who believe he isn’t following the correct political/ social views.
It seems one can only be considered “eccentric” or a “maverick” if they follow the correct views.
Elon’s exaggerated capabilities…
The federal govt has been promising me broadband internet in a very rural area for the better part of 15 years. I plunked down $99 to join a waiting list and 4 months later I had broadband internet that has worked flawlessly for almost 3 years. “Life changing”
He can be as big an a••hole as he wants. I will always be a fan of someone who backs up their words with actions.
I would not want Daxi injectors cannibalizing each others profit margin. That’s a race to the bottom.
Jbog- Glad that you found relief from CD.
Did fusing the vertebrae stop muscle cramping from involuntary contractions?
This group has pretty much tried everything w/ CGM and have a few tips on what to look for using them.
https://doctortro.com/8-lessons-after-reviewing-10000-cgms/
Thanks. I was using this for reference.
https://www.businessofapps.com/data/twitter-statistics/
“Twitter key statistics
Twitter generated $4.4 billion revenue in 2022, an 11% decline year-on-year
90% of Twitter’s revenue came from advertising in 2022
Twitter has 368 million daily active users and 63 million users in the United States”
I see. Ad Revenue dropped about 10% from ‘21 to ‘22. Where are you getting revenue figures for ‘23?
I find less opinions from celebrities a feature, not a bug. The people I follow have more value to me, personally, and are thought provoking to my interests, and the sports highlights and news feeds about Lebron will still be there.
$PHAT - do you think these contamination issues are easily fixable? I feel the impurity issue is easily resolved, however the stock may suffer for the foreseeable future. Price won’t bounce in this market environment.
“Buy RVNC”
-the FTC wouldn’t let any company own both Botox and Daxi franchise. IMO
Those slides look great. On Eylea,46% of patients were receiving injections every 8 weeks. 39% of patients were receiving injections every 12 weeks. The rest were mostly receiving injections either every 4 or every 6 weeks $OCUL showing 93% reduction in tx. $OCUL getting 8months+. People are going to want to try it.
$OCUL
Meaningful reduction in injection frequency would make me a user.
I am surprised by the drop in share price as I was very pleased with the results. 80% rescue free @ six months is a success. Many thought 60% would be fantastic.
I thought somebody might take up a collection if I offered to throw myself on that grenade
I can as much as guarantee early approval by selling august $20 covered calls
Good info. Thank you.
We asked my wife’s GP for vascepa when her triglycerides were regularly elevated (middle age, not overweight, good health otherwise). Her triglyceride level improved immensely and anecdotally, she felt like a million bucks on regular dose.
Before the patent trial finished, vascepa was on her insurance provider’s “preventative maintenance”drug list and our copay was small - all total a few dollars per month. Ironically, when the reduce-it results became well known, they took it off the list and it went to well over $300/mo. Out of pocket.
$hcm $chrs and $axsm all 3 receive CRLs this morning.
Many CRLs in the last few months. Are companies getting lax in their submissions, or is this something else going on? In RVNC case, it certainly seemed like they dropped the ball.
Are there just a higher number of companies participating? I don’t follow a lot of these companies so I am asking those who follow. Why does it seem like everybody is getting shot down
“Kids don't have that luxury and have very tough choices today”
Respectfully,
I have lots of kids. They do have options. Not all easy, but that’s life..All of them had after school jobs, summer jobs, and side hustles. They banked most of it, & I picked up the food, clothing, shelter as long as they were responsible with their savings.
Starting less than a year out from college, they all wrote scholarship applications wherever they could. (There are tons out there, especially if you have a school picked out).
Once in college, if they can keep up with their studies, a job isn’t a bad thing. If the class load is heavy, or if grades suffer, we re-evaluate.
After freshman year they start hustling for a paid internship or anything they can get for summer. Covid has been a surprise blessing, as “work from home” allows them to come home and live here w/ me for free. Attending a state school, none of mine has ever come away with more than $7k of debt in a school year.
When they get a degree and a job, there are more opportunities. My oldest got a Master’s Degree paid for by a Fortune 500 company. (After work)
I never attended college, but I certainly know how to squeeze $ from a rock and I’ve passed that on..
Allergen claims-
Where does the infringement claim stand? Did it move forward at all, after the CRL? I haven’t heard anything on it and assumed it was without merit.
Received my shareholder proxy today.
Without attending the meeting, I wish I could express support for the company, an understanding of delays due to a pandemic, and a dissatisfaction with the whole CRL situation. (That could have been avoided with all the extra time they had to get the inspection/submission right) I hope they are using this extra time to prepare for a successful launch..
There goes my weekend home movie night microwave popcorn….
$OCUL
Love the company.
I can’t believe how badly this has been beat down the last few months. Disclosure- I own a lot of OCUL.
(Selling covered calls that is)
There is a .50 bid on the April $25 calls now. That’s a pretty nice return for a ten day hold