Replies to post #4678 on Revance Therapeutics Inc (RVNC)

[vinmantoo]

The biggest selling point was the longer duration & now CosmeticMD is saying sales personnel have been instructed to downplay the longer term efficacy. Its hard for an individual investor or patient to know what's true or not.

CosmeticMD is lying. He stated he never shorted RVNC then stated he shorted it. CosmeticMD also lied when he/she said RVNC stopped claiming a 6 month duration. I don't believe they ever claimed 6 months, rather they stated lasting longer. The new Daxxify lite vs Daxxify version makes it clear RVNC is making it clear that you can choose a Daxxify dosage that provides longer lasting effects. Keep in mind that the CD indicaion will be a clear winner for RVNC given not only longer lasting effects, but far lower side effects on adjacent areas.

[edcoolidge]

Bio_pete, please see message number 4651 on this board.

[iwfal]

When you've got people out there saying Daxi doesn't perform as well as advertised then it's an uphill battle to refute those claims. The biggest selling point was the longer duration & now CosmeticMD is saying sales personnel have been instructed to downplay the longer term efficacy.

CosmeticMD was pretty clearly debunked as someone telling untruths - and altho we can’t really know motivation, historically FUD, even highly organized FUD, is common when a big incumbent is being disrupted. My first experience w this was Qualcomm disrupting Nokia/Erikson, where I had inside info and understood huge number of details of the tech. The incumbents would flat out lie on massive and organized scale about CDMA benefits - eg calling up key analysts while dangling incentives, lying to Apple (this was documented in some detail).

Also note that there is significant drag from fact that one of highest use areas (frontalis) doesn’t have an accepted protocol, so it will take a few rounds of injector-by-injector experiment to iron out details. But I’d expect the eventual benefits to be so big that they will be readily observable by patients directly (for a lot of drugs the effects are too small or not used frequently enuf). So this is only a delay and as long as RVNC can get cash flow positive before drain, it will eventually swing all at once (as happened w QCOM - everybody went CDMA all at once). And with therapeutics coming on line next year… .