Friday, September 29, 2023 12:37:15 PM
CosmeticMD was pretty clearly debunked as someone telling untruths - and altho we can’t really know motivation, historically FUD, even highly organized FUD, is common when a big incumbent is being disrupted. My first experience w this was Qualcomm disrupting Nokia/Erikson, where I had inside info and understood huge number of details of the tech. The incumbents would flat out lie on massive and organized scale about CDMA benefits - eg calling up key analysts while dangling incentives, lying to Apple (this was documented in some detail).
Also note that there is significant drag from fact that one of highest use areas (frontalis) doesn’t have an accepted protocol, so it will take a few rounds of injector-by-injector experiment to iron out details. But I’d expect the eventual benefits to be so big that they will be readily observable by patients directly (for a lot of drugs the effects are too small or not used frequently enuf). So this is only a delay and as long as RVNC can get cash flow positive before drain, it will eventually swing all at once (as happened w QCOM - everybody went CDMA all at once). And with therapeutics coming on line next year… .
Recent RVNC News
- Revance Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • Business Wire • 06/14/2024 08:05:00 PM
- Revance to Participate in Upcoming Investor Conferences • Business Wire • 05/28/2024 08:05:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/09/2024 08:33:08 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/09/2024 08:08:10 PM
- Revance Reports First Quarter 2024 Financial Results, Provides Corporate Update • Business Wire • 05/09/2024 08:06:00 PM
- Revance Expands into the U.S. Therapeutics Market with the Launch of DAXXIFY® for the Treatment of Cervical Dystonia • Business Wire • 05/09/2024 08:05:00 PM
- Revance to Release First Quarter 2024 Financial Results on Thursday, May 9, 2024 • Business Wire • 05/02/2024 08:05:00 PM
- Revance to Present New DAXXIFY® Data at the American Academy of Neurology 2024 Annual Meeting • Business Wire • 04/12/2024 12:00:00 PM
- Revance Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • Business Wire • 03/27/2024 08:05:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/08/2024 09:33:10 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/05/2024 10:08:05 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 03/05/2024 10:00:41 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2024 10:34:46 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2024 10:33:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2024 09:44:22 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2024 09:33:28 PM
- Revance Announces Pricing of $100.0 Million Public Offering of Common Stock • Business Wire • 03/04/2024 02:25:00 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 03/04/2024 11:39:11 AM
- Revance Announces Proposed Public Offering of Common Stock • Business Wire • 03/04/2024 11:37:00 AM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 02/29/2024 09:36:29 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/28/2024 09:07:18 PM
- Revance Reports Fourth Quarter and Full Year 2023 Financial Results, Provides Corporate Update • Business Wire • 02/28/2024 09:05:00 PM
- Revance to Release Fourth Quarter and Full Year 2023 Financial Results on Wednesday February 28, 2024 • Business Wire • 02/21/2024 01:01:00 PM
- Revance to Participate in Upcoming Investor Conferences • Business Wire • 02/21/2024 01:00:00 PM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 02/14/2024 08:45:13 PM
Last Shot Hydration Drink Announced as Official Sponsor of Red River Athletic Conference • EQLB • Jun 20, 2024 2:38 PM
ATWEC Announces Major Acquisition and Lays Out Strategic Growth Plans • ATWT • Jun 20, 2024 7:09 AM
North Bay Resources Announces Composite Assays of 0.53 and 0.44 Troy Ounces per Ton Gold in Trenches B + C at Fran Gold, British Columbia • NBRI • Jun 18, 2024 9:18 AM
VAYK Assembling New Management Team for $64 Billion Domestic Market • VAYK • Jun 18, 2024 9:00 AM
Fifty 1 Labs, Inc Announces Acquisition of Drago Knives, LLC • CAFI • Jun 18, 2024 8:45 AM
Hydromer Announces Attainment of ISO 13485 Certification • HYDI • Jun 17, 2024 9:22 AM