Revance Therapeutics Inc (RVNC)

[Emannow]

Per the William Blair Investor Call today, here are some numbers:
- 2023 RHA Filler sales were $128 million dollars
-2024 RHA Filler sales goal is $150 to $180 million dollars, $150 is 17% growth...Historical Data: Typical annual filler market grows is 8% to 10% per year. RHA 3 Lip launch currently happening.

-2023 Aesthetic Daxi sales were $80 million dollars
-2023 Aesthetic Toxin sales were 2.5 billion dollars
-2024 Aesthetic Daxi goal $120 million to $130 million dollars...Historical Data - toxins annual grow at 10 to 14% per year
- 2023 Q1 versus 2024 Q1 Aesthetic Daxi "unit" sales increased 100% which is the slowest quarter of the year
- 2024 Aesthetic Daxi sales goal is to increase "unit" sales by 80% to 90% per year of year for Q2, Q3 and Q4 in 2024.
- 2024 Q1 added 500 new Daxi accounts...tend to be very sticky...currently in 7,500 active accounts

-Therapeutic 2024 Daxi sales goal is less than $10 million dollars...issue with Botox is the slow onset of action and quick return to baseline in 8 to 10 weeks....both of these issues are solved with Daxi. Daxi gives patient a much better quality of life at both ends and eliminates patients having to go on disability from the quick return to baseline experienced with Botox.