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iwfal

03/27/20 4:47 PM

#229948 RE: DewDiligence #229945

RVNC Agree it will have overwhelming efficacy. At start. And I have no doubt that they can get approval in the indication using the data. But the ability to penetrate the market is dependent on better initial efficacy and/or better duration. And for both of those I’d suggest the signal likely will be harder to see now.

That said, they might well be able to work w FDA before unblinding to get some pre-agreed rules. Assuming the FDA is even returning calls right now. And if they aren’t returning calls, at least Revance should have a plan.