They launched prevu for CD with some 20 to 25 docs in September after FDA approval with goal of doing 2 consecutive treatments to gain real world experience and 6 months of trial data. Some 300 patients have been treated to date with over 100 of them on their 2nd round of treatment as of the Q4 earnings release. Assuming the first patients got injected by mid to late September and then re-dosed by mid to late December, then these patients should be completing their 2nd treatment by mid to late March. hearing that doctors started conservative and were allowed to increase patient dosing as clinically indicated during their 2nd treatment.
Why do I feel they are going slow? Because of how bad the launch for Daxi cosmetic went. As you may recall, they launched the early prevu trial in late September 2022 (after FDA approval) with 20 or so doctors. They were allowed to finally inject the frontalis and lateral canthal lines in their own way. The frontalis zone had not had any coordinated and well run long term injection studies at that point despite frontalis being the trickiest zone for NTs. But, instead of waiting 3 to 5 months to gain real world experience from these first patients, they launched the full prevu trial to 400 doctors in December 2022 (less than 3 months after the first 20 or so Prevu docs got to treat their first patients). These doctors did not have any real world data with regard to if Daxi cosmetic would truly last longer in frontalis or lateral canthal lines. They also noted issues in the Frontalis zone with injection pattern but had not fully worked through what was causing those issues or how to deal with them before the prevu launch in December. In summary, they rushed the aesthetic launch with only 2 to 3 months of real world data and zero real world experience on Frontalis duration past 2 to 3 months.
