Replies to post #5235 on Revance Therapeutics Inc (RVNC)

[edcoolidge]

What is not said nearly often enough is that Revance launched Daxxify into the market at a time when the consumer has made a rapid shift to retrenchment. The premium pricing strategy was devised during a totally different economic regime, and may have worked well if Daxxify had launched in 2020-2021. Of course Revance itself is mostly to blame for the long string of delays. The stock market is now incorrectly fearing that Daxxify will become just another commodified toxin. We, of course, know that's not true. The new lower pricing strategy will allow injectors to get Daxi in faces and nobody will want to switch back to Botox when Daxxify is injected properly. In time, Revance will be able to raise prices again.

[vinmantoo]

The findings revealed that the median effect of Jeuveau’s 40-unit dose lasted six months, or 183 days, or 26.1 weeks, as determined by Kaplan-Meier analysis and confirmed by global aesthetic improvement assessments. Patients maintained at least a one-point improvement on the GLS and consistent results on the Global Aesthetic Improvement Scale.

EOLS is playing fast and loose as they are touting a one-point improvement as part of their data rather than the 2 point improvement in the Daxxify trial.

[Aestheticexec]

None of this really matters in aesthetics. 50% of the patients will be disappointed. They will not get the duration and will be disappointed. Very few patients will continue to pay extra for a little bit better on average. Therapeutics, however, is a different story. Even a few extra days on average means a lot more in terms of benefit to the patient and the payer and the provider. Cutting the cost in aesthetics means cutting the cost in therapeutics. Dear Revance, your strategy failed. Please cut your losses in aesthetics and move to maximize therapeutic profits.

[kld2]

The doc contradicted himself in the last three sentences. Words are facile.

[kld2]

Dear Aestheticexec: cut your short position before it's too late. Or sell eols and by rvnc. You don't know what you're talking about.

[anesthesia doc]

It’s funny. I warned back in August when the stock was at $18 that Derms were having trouble getting 6 months duration out of the injections. I was then accused of being short and a Fudster and a shill, etc.

I hope at least a few people on this board, that did not go on the defensive, instead listened and trimmed their positions.

And no, I do not work for a competitor, I am not short the stock, I have never shorted this stock. I currently do not own the stock. I am not happy people have lost money but I do wish a select few on this board would not attack every single person that does not offer bullish opinions.

Good luck to all.

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