Revance Therapeutics Inc (RVNC)

[IanFromSI]

So is this sell off related to EOLS earnings

Probably not. 75% of EOLS earnings came from competitors with the rest being tx naive customers. IMO, this is encouraging - AGN doesn't have its customers locked in to the extent that I'd expected; and there's substantial growth in the cosmetic market at least.

I'd speculate that a biotech without an approved product would be more susceptible to market moves than one which is already profitable; and the IP question may not be fully resolved in everyone's mind.

or you may be right. there's bad news coming down the pipe. ;)