Revance Therapeutics Inc (RVNC)

[vinmantoo]

A patient with a bad experience and the inadequately diligent injector are both more likely to blame the drug. This isn’t entirely unfair - given that Revance did a lousy rollout in this regard. But note that at some point a tipping point will be reached - they’ll hear from their friend at a good Daxxy injector. Then they will either switch injectors or force their current injector to come up to speed. But this may not be a quick process, and in the meantime Revance is bleeding $.

Exactly. That is the race RVNC investors hope to win, revenue increases vs cash burn.