The Rising Influence of Rising Affluence

[DewDiligence]

RVNC update based on AGN's CC today:

Today's $AGN webcast had little new info other than the acquisition of Bonti, whose ultra-short-acting product candidate is unrelated to anything $RVNC is doing.

All told, my thesis for being long $RVNC — laid out in the pinned tweet on my profile page — has not changed at all. https://t.co/B1ILcre0yS

— Roy Friedman (@DewDiligence) September 14, 2018

A link to AGN's webcast slides is in the tweet embedded in the tweet referenced above. Many of the CC slides pertain to the enormous pent-up demand for aesthetic medicine in emerging markets.