Replies to post #2100 on Revance Therapeutics Inc (RVNC)

[jmkobers]

Thanks Dew. Will off-label usage be significant? No, for training reasons also? Regards, Joe

[valiano]

I expect Daxi to have a 20% or better patient share of this market

This is quite bullish. Are you referring to the global aesthetic neuromodulator market or US-only? Do you have a forecast for total Daxi sales over the next 3-5 years assuming it receives approval for CD?

[jmkobers]

<<After 18-24 months, I expect Daxi to have a 20% or better patient share of this market.>>

20% a floor not ceiling? What data is behind the 20% prediction? Prudent to be conservative this far out but, after 2 years on market, if it is only 20, I would be disappointed. Am I a fool (rhetorical)?? If I am, I think many investors are. The burn...

Then again, many think 2 year projections are irrelevant, Foley will get it done. Think I'm with them, just too damn expensive, no one will make any money

[DewDiligence]

On today’s Wells Fargo webcast, Foley said the FDA site inspection in late June/early July was “routine.”

“Routine” sounds bullish. Bearish would’ve been “thorough,” “painstaking,” or (worst case) “interesting.”