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Replies to #212 on Evolus (EOLS)

boraborak38

02/16/23 8:01 PM

#214 RE: DewDiligence #212

Comments pertain to what? That they aren’t including “extra strength” in the $500MM estimate? Who cares. Injectors aren’t going to be reporting this back to the company so it’s pointless to even have it as a real trackable KPI. Just buy twice as many vials. Use less saline. It’s already being done. And then have a study that backs it up.
$500MM is $500MM regardless which bucket it comes in. Revenue and margins are the same (albeit Intl and US have different arrangements with Daewoong). And yes I’m long EOLS….and RVNC for that matter. Regarding the study….it’s interim analysis with 8 minutes to explain it all. I’ll wait for more details as the study plays out.