Replies to post #7349 on Revance Therapeutics Inc (RVNC)

[Tomdontworry]

That can be said for any start up, and then for any pharma company with LOE (see BMY, PFE). Daxi is best in class but is it enough?

Here is my take on Q1:

Good:
Reiterated 2024 guidance
Did not tap into the loan
CD roll out
Lipflip rollout
Fooly hosted dinners with 200 injectors

Bad:
Fooly spends way too much
Analysts don’t believe him
Fooly still CEO

Hail Mary
China approval - milestone payment + product launch (cant f-up with current know how)


I didn't think the drop would be so bad but at least we recovered 10% off lows. The company has 2B in acc losses worth 400M to acquirer…

[alertmeipp]

You seems to be a good bottom fisher, mind to share what other stocks you own or waiting or own?

[Emannow]

RVNC has many avenues if management needs to make a change:
- sell the entire company
- sell the aesthetic FDA approval
- sell the CD Therapeutic approval
- sell the manufacturing patents for Daxi
- sell the rights to generic Botox
- etc....

There are many avenues which could be used if needed.

Sadly, Fooly does not care about the SP...he is 100% focused on fixing the issues that Premium Pricing Strategy caused! I am with Dew and believe Therapeutic Daxi sales will be strong and profitability will be reached without any additional avenues.