rwwine and jmkobers - Appreciate your thoughts and I hope you are right but I was looking for estimates that the wall street analysts following the stock might have. (Although you both may have a better thoughts than wall street). Revance lists the wall street analysts following the stock here:
My expectations are quite low at this point for several reasons:
The share price action the last 2 months
Revance sales strategy that focuses mostly on injectors and is not real aggressive IMO
A lot of practices are "trying Daxxify" on a few patients (often practice employees?) The problem with a product that has long duration as a prime benefit is that it takes a long time to see if the duration claims are true.
On the other hand, 2nd Q Daxxify numbers could be surprisingly strong. I really don't know what the market expects. If there is a negative market reaction to earnings, I will likely buy more as I believe the product has a real competitive advantage that will eventually show up in sales.
There are two upcoming catalysts. One is of course the CD PDUFA date. The other is the promised investor day management has teased for September. I expect we will hear more about the investor day plans during the CC. Ideally, RVNC management will finally start to take the gloves off in aesthetics and unveil a solid strategy in therapeutics especially if the current numbers disappoint the market.
Hey Rich, isn't it funny, the silence? Nobody knows nothing or cares to speculate, for fear of being wrong. This board can be summed up as the following:
Only a fool would make predictions—especially about the future :)
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