Revance Therapeutics Inc (RVNC)

[iwfal]

Jeuveau Extra-Strength - now they've moved to identical analysis

Previously it's been noted that Jeuveau (and others) have been misleadingly looking at a return to baseline from only patients who were, first, responders - although they, and others, are generally somewhat opaque about this and it has to be surmised by the fact that the KM curve starts at 100.

HOWEVER these latest sets of charts from EOLS compare using the Sakura endpt definitions - with a graph ⬇️ that looks like apples to apples and shows rough equivalence for duration. Additionally, note that on the chart they correctly note that Daxi used substantially more "Moderate" patients. Obviously that means the graphs are not entirely comparable, which is fair... However they're also implicitly asserting that this makes Daxi look longer than it really is... and this implication seems suspect. My guess (very tentative) is that getting a moderate baseline patient up to None or Mild is probably faster than a severe baseline patient, but also faster to degrade - both of which are seen in the chart.

Caveat: it's always possible I missed something important, but if so... that's par for the course when trying to catch gaming of stats.