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DewDiligence

11/20/15 10:32 AM

#197487 RE: DewDiligence #197481

RVNC sell-off apparently caused by this blog:

http://moxreports.com/tag/botox/

Although I, too, think RVNC frosted the data from the BELMONT study—see #msg-118159012—the MOX Reports blog is deeply flawed for using Dysport (a clearly inferior product to Botox) as a valuation comparator for RNVC.

All told, I think RVNC’s RT002 has the potential to be a solid product and to garner respectable market share, but it’s not the “game changer” that RVNC makes it out to be.

I would consider going long RVNC at a lower entry point (#msg-118173728), but I do not consider it a candidate for shorting.