Replies to post #185437 on Biotech Values

[DewDiligence]

RVNC plans two new trials for RT001 (topical botulinum toxin):

http://www.sec.gov/Archives/edgar/data/1479290/000119312515211264/d936020dex991.htm

In the second half of 2015, Revance plans to initiate a U.S. Phase 3 pivotal study to evaluate the safety and efficacy of a single topical application of RT001 on adults with moderate to severe crow’s feet lines. The company also plans to begin a U.S. Phase 2 study to evaluate the safety and efficacy of a single application of topical RT001 on adults with moderate to severe axillary hyperhidrosis, or excessive sweating. Revance plans to provide trial design details and timelines for these studies when each commences later this year.

I’m skeptical of RT001, but hyperhydrosis is probably the best indication for it. (I don’t think a topical product will work well in cosmetic applications.)

If it were up to me, RVNC would drop RT001 completely and focus on RT002, the (long-acting) injected botulinum toxic that figures to be strong competition for Botox.

[DewDiligence]

RVNC +42%/PM on phase-2 results in BELMONT study of RT002-vs-Botox in glabellar lines:

Press release:
http://finance.yahoo.com/news/revance-reports-positive-6-month-110000898.html

CC slides:
http://investors.revance.com/common/download/download.cfm?companyid=AMDA-2GNRV0&fileid=857315&filekey=FC9A9B86-E0AC-461A-B5CD-82DA5C466025&filename=BELMONT_24-Week_Interim_Result_Slide_Presentation_II.pdf

Link to CC replay:
http://edge.media-server.com/m/p/ygpiygdr