Replies to post #78 on Revance Therapeutics Inc (RVNC)

[DewDiligence]

More musings on RT002 vs RT001: #msg-123648894.

[DewDiligence]

RVNC will start two phase-3 trials of RT002 in glabellar lines during 2016:

#msg-123880628

[DewDiligence]

Added2 $RVNC today.

— Roy Friedman (@DewDiligence) August 3, 2016

[DewDiligence]

Intriguing tidbit from RVNC 2Q16 PR/CC: #msg-124359560.

[DewDiligence]

RVNC 3Q16 CC notes: #msg-126304472.

[DewDiligence]

Musings on RVNC IP and freedom to operate: #msg-126343702.

[DewDiligence]

RVNC +20%. Will Trump's use of Botox increase male participation in the botulinum-toxin market?

#msg-126428557

[DewDiligence]

RVNC +47% in past six days.

[DewDiligence]

RVNC reports interim phase-2 data in cervical dystonia:

#msg-127195110
#msg-127195330

[DewDiligence]

Cover story of Time—>good for RVNC:

Replace "botox" by "botulinum toxin"...good story4 $RVNC: https://t.co/jqgSwDMCgE

— Roy Friedman (@DewDiligence) January 5, 2017

http://time.com/4623409/botox-drug-treating-everything

[DewDiligence]

Global botulinum-toxin market to reach $7.3B in 2025, says market-research firm:

#msg-128312892

[DewDiligence]

4Q16 Botox sales $729M, +14% YoY: #msg-128533148.

[DewDiligence]

RVNC new slide set:

http://investors.revance.com/common/download/download.cfm?companyid=AMDA-2GNRV0&fileid=931691&filekey=26A49440-375C-4EC7-8643-B4D533C96C10&filename=Revance_Company_Presentation_March_2017.pdf

[DewDiligence]

Musings on RT002 duration and purity: #msg-129290320.

[DewDiligence]

RVNC 1Q17 items…

Liquidity and cash-usage guidance: #msg-131213039
Fully-diluted share count: #msg-131213532
CC prepared remarks: #msg-131213134

10-Q filing:
https://www.sec.gov/Archives/edgar/data/1479290/000147929017000023/rvncq11710q.htm#s54E6189DD06536C51B3F11113AD127DB

[DewDiligence]

RVNC musings from AGN’s GS webcast today:

$RVNC —I challenge anybody 2listen2 $AGN GS webcast and not come away with the same PoV. (The passage in question is about 35 min in.)

— Roy Friedman (@DewDiligence) June 14, 2017

(scan up)

[DewDiligence]

EPVantage botches list of biotech’s most valuable unpartnered assets by forgetting RVNC’s RT002:

https://twitter.com/DewDiligence/status/900016674543464448

[randychub]

Great. I am sure you cut that off at 2.5 billion for a reason.