Revance Therapeutics Inc (RVNC)

[iwfal]

Dog that didn’t bark: on both May 9 end-of-Q1 cc and in June 11 cc, when asked what signs the company is seeing for uptake of product… the answer was only about RHA being strong compared to ‘softness’ seen in Q1.

Second comment: the company still seems entirely unwilling to directly address the fact that figuring out how to dose outside of label (eg Frontalis) is an impediment to uptake. (Its likely their stated intent to only roll out loyalty programs that are practice based are driven by this knowledge (incentivizing patients to go to a new injector would likely be a net negative for Daxy), but they won’t directly address it. And won’t talk about incentives to accelerate this process.)