Biotech Values

[WorstLuck]

they expected a cosmetic lag, and this is the time when sales should start to pick up,

Let me pick your brain just a little bit. And anyone else who cares to comment.

Sales for Q1 of Daxxi were 15.4 million, most of the Q was still PrevU w/ commercial starting in early March. This number disappointed despite the company saying that sales should be expected to be slow in the period. Extrapolating commercial sales from that is not particularly helpful but it did influence the reaction to earnings IMO. SG&A may have also played a part.

The last 'leg down' started around June 7, roughly 3 weeks before the EOQ2. Call it two months of sales data for the company. Arguably enough to have a picture of what the full Q should look like.

Here are the questions for Q2 Daxxify.

What sales # are you expecting?
What sales # would disappoint the market?
Are there any comments you are looking for from management?

I don't recall offhand the seasonal effect on Botox cosmetics. Anyone who could mention it would save me looking it up.