Replies to post #4955 on Revance Therapeutics Inc (RVNC)

[vinmantoo]

My revenue estimates would be meaningless. The revenue estimates for Q3 don’t really matter in the long run. Since you want an estimate, my guess is $26.39 million to $26.52 million for Daxxify in Q3. Is that specific enough for you?

You claim to have good insights based on products launched 5 years ago, 10 years ago or longer. I will be interesting to see how that bears out for Q3, Q4 and beyond.

[10nisman]

I want individuals in the know who have unique insights to post their revenue estimates. I have unique insights based on the growth I am personally seeing in Daxxify adoption, and because I have closely followed all other NT launches in the past 15 years (like dysport, xeomin, and, most recently, Jeuveau in 2019), I understand seasonality, competition, rebates/promos for Botox cosmetic day Nov 15th, the relative level of product sampling from the various NT makers that I am seeing and from my close industry contacts, etc..

If you have such "unique" insights, why do you care about anyone else's swag revenue estimates?

I'll say this... Mark (Foley) was very confident and in a very good mood today in Chicago.

[spongepaul]

“In the event that you don't have a revenue estimate, then tell me which Revenue number it would take to make you add, sell or hold your position. At least this forces us to act objectively so we don't drink your own kool aid. I have revenue growth targets that need to be reached for me to accurately value Revance”

I’m not forced to do anything, I’ve owned Revance for years and have added under $10 plenty of times, because I felt it was a good value for the risk , but I’ve never considered selling yet.