Revance Therapeutics Inc (RVNC)

[jmkobers]

......It's easy to get caught up in the anecdotal stuff out there, but, as Foley said, the therapeutic market is larger than the aesthetic

Huge fly in your ointment is a problem large or small in August. We know from experience management can take a sure thing and screw it up, how confident are you that they won't do it again? If they did, it would be catastrophic based on their cash position and sales to date, so some far from optimal outcomes are quite possible. For me it's 60/40 yes (which may be too pessimistic), but it's based on the logic that if they could sit idle for 2 years waiting on an inspection and still couldn't pass it, anything is possible. Also, action lately has been lethargic, and it's getting pretty close to a binary, should it be?