Replies to post #4448 on Revance Therapeutics Inc (RVNC)

[vinmantoo]

Management better be touting the approval in CD and put forth their strategy to show a timely and broad based marketing in this indication.

[DewDiligence]

Prep to go after international markets by seeking approvals in multiple countries besides China. (Canada, Brazil, EU, Mexico).

Although RVNC has not acknowledged it, I continue to think the sticking point for commercializing Daxxify in international markets is that RVNC wants to maintain 100% control of its manufacturing IP. I commented on this in #msg-172473522, but reasonable people may disagree.

If the above is in fact the rationale for RVNC’s eschewing (ex-China) international markets, I would prefer that RVNC simply say so, rather than continuing the boilerplate remarks about wanting to remain “laser focused” on the US market.

[DewDiligence]

Somehow- RVNC needs to overcome the problems caused by the DAXXIFY "U" dose being 2x a BOTOX "U" yet it is the same amount of TOX.

This has been a challenge from day one, and I don’t see an easy solution. It’s unfortunate that RVNC’s tests for rodent lethality, which is what determines the definition of one unit of a given toxin, came out the way they did, but there’s no way to change that now.

[DewDiligence]

The idea that special training is necessary for injectors needs to be stopped.

I respectfully disagree on this point, especially with respect to cervical dystonia and other (off-label) movement disorders. In these indications, injectors who don’t know exactly what they’re doing can cause a lot of harm.

[DewDiligence]

The policy on not advertising price by Revance management is dumb.

There are plusses and minuses to RVNC’s policy, and I don’t have an ironclad opinion one way or the other on this point. If RVNC’s no-price-advertising policy is in fact a mistake, it’s a small mistake, not a whopper.