Replies to post #6918 on Revance Therapeutics Inc (RVNC)

[edcoolidge]

Re the market being right or wrong: too many of the perma-bulls on this thread attribute their RVNC losses to the market being wrong. I’ve never known that kind of thinking to ever be a winning strategy

Ian does it again. The above statement might be the dumbest thing ever written on any investment board. Ian has regurgitated a lot of falsehoods about Daxxify and appears to have no first-hand experience with the product. People here can make up their own minds.

[vinmantoo]

Rather than having a lasting treatment, the condition treated starts to return in three months or less and you have to live with it for another three months or more. If I had to pay more for it, than I had to pay for Botox. I know I’d be royally pissed off.

You do realize that for Botox, the treatment has completely worn off yet they can't get another treatment for 3 months (on average) AFTER it has completely worn off. With Daxxify, it appears to wear off more slowly so you are still getting benefits during the time you are waiting until the next treatment. Add in that it is being reported that Daxxify shows it effects in a few days after treatment whereas with Botox, it appears you have to wait a week or two until full effects are see, so you are getting less duration on front end and on the back end.

Re the market being right or wrong: too many of the perma-bulls on this thread attribute their RVNC losses to the market being wrong. I’ve never known that kind of thinking to ever be a winning strategy.

It depends on the stock and the reason why you think it has gone down. Again, I have made lots of money by discounting what the market is saying in the short term. We will see in due time whether that is the case for RVNC. Jumping in after a stock has skyrocketed has a lot of risk too.

What I have seen on this thread has convinced me that there’s more risk than reward from buying Revance.

Everyone has to make up their own minds.

Thus it appears that the perma-bulls and the supporters of this company are just doing a pump and dump.

Believe what you like and invest accordingly. That is what makes a market, differing opinions based on the same information. Good luck. Just for fun, who are the pumpers and dumpers in your mind? Are there people coming here to post-negative comments or lie about Daxxify in a negative bent?

[mouton29]

You say,

Rather than having a lasting treatment, the condition treated starts to return in three months or less and you have to live with it for another three months or more.

Evidently you believe that redosing is not permitted for 6 months? Where is this coming from? It’s flat wrong.

From the package insert:

DAXXIFY should be administered no more frequently than every three months.

https://www.accessdata.fda.gov/drugsatfda_docs/label/2022/761127s000lbl.pdf

And later, we have:

In an 84-week open label repeat-dose safety study in glabellar lines, 2691 subjects were treated with 40 U of
DAXXIFY. Of these, 2380 subjects received one treatment with DAXXIFY, 882 received two treatments with
DAXXIFY and 568 subjects received three treatments with DAXXIFY. Adverse reactions were reported in 535
of the 2691 subjects (20%). The adverse reaction profile was similar to that reported in single dose trials.
Injection site reactions were the most common adverse reactions, reported in 9% of subjects [including injection
site pain (4%) , injection site erythema (3%), injection site oedema (3%), injection site bruising (1%), injection
site papule (<1%), injection site pruritus (<1%)], followed by headache (5%), edema (2%), erythema (2%) and
eyelid ptosis in 1% of subjects. The incidence of these adverse reactions did not increase with multiple re-
treatments.
6.2 Immunogenicity
…
Treatment with botulinum toxins may result in the formation of antibodies that may reduce the effectiveness of
subsequent treatments by inactivating biological activity of the toxin.
Among 2786 subjects receiving up to 3 treatments with DAXXIFY in the phase 3 studies, 12 Subjects (0.4%)
had preexisting binding antibodies to daxibotulinumtoxinA-lanm and 75 (3%) had preexisting binding
antibodies to the 35 amino acid peptide excipient RTP004. A total of 20 (0.8%) subjects developed treatment-
emergent binding antibodies to daxibotulinumtoxinA-lanm and 33 (1.2%) subjects developed treatment-
emergent binding antibodies to RTP004. No subjects developed neutralizing antibodies to DAXXIFY. [Emphasis added]

The data discussed above in the package insert is presented in more detail in the peer reviewed articles summarizing results for the Daxi open label trial— redosing took place as early as after 12 weeks.