InvestorsHub Logo

DewDiligence

11/02/23 4:18 PM

#4943 RE: soma2022 #4942

My 3Q23 revenue expectation is essentially the same as yours: $53M, roughly half Daxxify and half RHA.* Inasmuch as 2Q23 revenue excluding HintMd was $54.4M, selling $53M during the seasonally slow third calendar quarter would effectively be an increase relative to 2Q23 is the projected annualized rate.

In 4Q23, which is seasonally the strongest calendar quarter for aesthetics, I expect revenue of $90M+ and I would not be surprised to see a doubling of revenue relative to 3Q23.

*I'm assuming RVNC applies July/August HintMD revenue to a separate line of the income statement called, Loss from discontinued operations.

iwfal

11/02/23 5:26 PM

#4947 RE: soma2022 #4942

Disappointed that not a single person on this board has made a prediction on Daxi revs for Q3. If you don't have any idea of Daxi sales for Q3, then how do you know what kind of sales would be a beat in your mind and give you conviction to buy more or what sales would be a miss and cause you to not buy more or even sell?



I almost never make Q forecasts since I generally don’t find them useful for my longer term horizon. Too much ancillary stuff (aka noise), not enough what I want to know (eg if they had a miss from street expectations … is it reasonable, will it naturally resolve.)

spongepaul

11/02/23 8:25 PM

#4953 RE: soma2022 #4942



Q3 23 daxi rev 23M
Q4 24 daxi rev 44M