Revance Therapeutics Inc (RVNC)

[DewDiligence]

Re: CD dosing

Nice post. I concur with everything you said except the way you cited a 7-10x range for the ratio of Daxxify units to treat a CD patient relative to Daxxify units to treat a glabellar-lines patient. My complaint needs some elaboration, so bear with me.

For a single treatment session, the lower bound of the range for the ratio of units to treat a CD patient relative to units to treat a glabellar-lines patient is about 3x since some CD patients can get by with as few as 125U. However, after factoring in retreatment of some CD patients as soon as 12 weeks in order to ensure uninterrupted symptom relief (as mentioned in your post and also by RVNC during the 1Q24 CC), the 3x ratio for a single treatment session is effectively about a 6x ratio for these CD patients when comparing units injected for each indication over the same period of time. Since some CD patients will be retreated less often than every 12 weeks, the 6x ratio must be lowered a little to account for this. So, all told, I would say the range is 5-10x rather than 7-10x, but I’m probably splitting hairs.