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alertmeipp

05/11/24 7:49 PM

#251797 RE: WorstLuck #251796

Yeah, they need about 21% per quarter to hit the 280mm guidance if we assume linear growth.

Last year, RHA revenue was 128mm, if we assume 15% yoy growth, RHA will around 147mm, leaving 133mm gap for Daxxify to fill.

Last year Daxxify sales was 84mm, they will need 60% YoY growth to get to 133mm sales. Just for discussion sake, that's 30% in next 3 quarters.

>> Do you see that happening?

Yes, I think it's do-able but I am obviously biased here. The key here is whether Launch 2.0 will have similar momentum as the initial launch. Last year, the Daxxify growth rate was 45% Q2 vs Q1 - so 30% is not a wildest dream.

Note: I am deeply underwatered here so ...