Replies to post #6884 on Revance Therapeutics Inc (RVNC)

[iwfal]

Not easy to get those burned accounts back. Last Q conf call talked about that.

Yes, I know they talked about it altho it to an analyst question w explicit terminology (‘account repair’ IIRC) to really highlight that they think of it the same way internally, but try to soft peddle it.

And, yes, I know it’s hard. Hence my interest in the metric I just explained. But my guess is that altho mgt knows some variant of this by-account metric… they aren’t going to publicize it. Instead they’ll stick to the ‘reorder revenues’ metric alone bc it looks better.

That said, once price competition kicks in via advertising by injectors, I’d expect reluctant accounts to start looking again. The question is how long that process takes. I don’t expect it to be fast.

[edcoolidge]

You've just explained the "CosmeticMD effect." Keeping patients away from the best product on the market for reasons that have nothing to do with the product. That can only go on for so long.

[vinmantoo]

Not easy to get those burned accounts back. Last Q conf call talked about that. And it’s a small community so word gets around. Even the ones that didn’t get burned know the ones that did and dont like how things played out.

If the community is small and word gets around, it also means successes get around. Patients and practices will hear that Daxxify is a superior product and want to use it.