![](http://investorshub.advfn.com/images/default_ih_profile2_4848.jpg?cb=0)
Friday, September 29, 2023 12:37:15 PM
When you've got people out there saying Daxi doesn't perform as well as advertised then it's an uphill battle to refute those claims. The biggest selling point was the longer duration & now CosmeticMD is saying sales personnel have been instructed to downplay the longer term efficacy.
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
- Form SC TO-C - Written communication relating to an issuer or third party • Edgar (US Regulatory) • 08/13/2024 01:29:06 PM
- Form SC14D9C - Written communication relating to third party tender offer • Edgar (US Regulatory) • 08/12/2024 09:18:26 PM
- Rowley Law PLLC is Investigating Proposed Acquisition of Revance Therapeutics, Inc. • PR Newswire (US) • 08/12/2024 07:18:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/12/2024 01:20:58 PM
- Crown Laboratories and Revance Announce Entry Into Merger Agreement • PR Newswire (US) • 08/12/2024 12:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/09/2024 01:00:23 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/08/2024 08:34:10 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/08/2024 08:07:57 PM
- Revance Reports Second Quarter 2024 Financial Results, Provides Corporate Update • Business Wire • 08/08/2024 08:05:00 PM
- Revance to Release Second Quarter 2024 Financial Results on Thursday, August 8, 2024 • Business Wire • 08/01/2024 08:05:00 PM
- 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
PickleJar Unveils Latest Venue Managed Services Innovations in Upcoming Webinar • PKLE • Aug 23, 2024 1:11 PM
Element79 Gold Corp Provides Update on Nevada Portfolio • ELMGF • Aug 23, 2024 8:00 AM
Maybacks Adds Award Winning Show to Its Lineup Discusses Maybacks Opportunity • AHRO • Aug 22, 2024 11:30 AM
North Bay Resources Announces First Gold Concentrate at Mt. Vernon Gold Mine, Assays 12 oz/ton Gold, 17.5 oz/ton Platinum, and 8 oz./ton Silver, Sierra County, California • NBRI • Aug 22, 2024 10:28 AM
All Things Mobile Analytic, Inc. Reports Major Growth with Over $11 Million in Revenue • ATMH • Aug 22, 2024 7:19 AM
Unitronix Announces Strategic Entry into Cryptocurrency Space • UTRX • Aug 21, 2024 10:00 AM