RVNC

Revance Therapeutics Inc

NASDAQ

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RVNC

Revance Therapeutics Inc

NASDAQ

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DewDiligence

RVNC reports 1Q24 results—reiterates 2024 guidance:

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go seek

05/19/24 4:15 PM

Post #7,423

I think DAXXIFY is a keeper!
https://www.instagram.com/reel/C2xfm5Fu0t5/?igsh=MXJ1aWlzMnppamY2OQ==

Tomdontworry Free

05/19/24 4:10 PM

Post #7,422

Re: #7,421: @alertmeipp - >> 3% necessary for representation vote.

Activist investor, similar to what happened to Disney recently. You buy into a company, then voice your disagreement of management/trajectory/strategy, and force a board seat vote. If majority of shareholders back you, well, you plant yourself or your person(s) onto the board and have a say in decisions.

alertmeipp Free

05/19/24 2:34 PM

Post #7,421

Re: #7,420: @Tomdontworry - I wont disclose how many i have but

>> 3% necessary for representation vote.

Could you explain what's this about?

Tomdontworry Free

05/19/24 10:04 AM

Post #7,420

Re: #7,419: @stocksrising - Roughly 25k over several accounts and probably another

I wont disclose how many i have but collectively we could probably gather the 3% necessary for representation vote.

stocksrising Free

05/19/24 9:18 AM

Post #7,419

Re: #7,414: @alertmeipp - For those willing to share. How many shares

Roughly 25k over several accounts and probably another 10k when the 7.5/5/2.5 strikes get PUT to me by October..should bring avg. cost to down to low teens, ouch but still keeping the faith by year end :) …53 years of investing and working on Wall Street has me immune to drops like this!!! We WILL recover, Product superiority over shitty
(initial )management rollout !!!

Bullish

MrMILL

05/19/24 12:52 AM

Post #7,418

Re: #7,417: @PioneerUniverse8 - 90k total across several accounts. Deeply underwater (more

Own 84k at $4.60 average. Not good, but been here before and prevailed! Hopefully can do the same here!

PioneerUniverse8 Free

05/18/24 11:43 PM

Post #7,417

Re: #7,414: @alertmeipp - For those willing to share. How many shares

90k total across several accounts. Deeply underwater (more than 50 percent) but this is nothing unusual for me, been in biotechs since 2013.

alertmeipp Free

05/18/24 9:54 PM

Post #7,416

Re: #7,415: @tika1 - 10K shares average average $7.50, the worst performance

I own a bit more and with higher cost. Have been adding here and there. Will add what next couple years bring. Worst case is a zero, blue sky scenario is many folds higher from here.

tika1

05/18/24 4:49 PM

Post #7,415

Re: #7,414: @alertmeipp - For those willing to share. How many shares

10K shares average average $7.50, the worst performance in my portfolio. Not adding not selling.

alertmeipp Free

05/18/24 1:00 PM

Post #7,414

For those willing to share. How many shares do you guys own?

go seek

05/17/24 4:33 PM

Post #7,413

DAXXIFY Treatment… epicentredallas
https://www.instagram.com/reel/C7EietwOdkM/?igsh=MW4wcDY4bWs4YTlyZQ==

go seek

05/17/24 4:33 PM

Post #7,412

DAXXIFY Treatment…
https://www.instagram.com/reel/C7EietwOdkM/?igsh=MW4wcDY4bWs4YTlyZQ==

biotech_researcher Free

05/17/24 10:15 AM

Post #7,411

A toxic toxin company..(tm)

go seek

05/16/24 10:37 PM

Post #7,410

DAXXIFY Days are coming!
https://www.instagram.com/p/C7B7t_VuPyu/?igsh=bWNtdWd1YTdvYXI0

https://www.instagram.com/reel/C7DAQ_ePsGD/?igsh=bmpzcDlqYncxOHFy

https://www.instagram.com/reel/C6hMbdcvJOY/?igsh=MXBkZGRlenpmN3BpcA==

Lishur

05/16/24 7:39 PM

Post #7,409

Re: #7,406: @stocksrising - For sure!!

Average 21 ..that's too much pain. Good luck. I am at average cost of mid 5

alertmeipp Free

05/16/24 3:56 PM

Post #7,408

Re: #7,407: @TimelessGoblin26 - Just aggregate the information here. Four bio funds

My capital has been adding too

It’s ugly but couldn’t resist the potential upside

And the drug IS working

TimelessGoblin26 Free

05/16/24 3:14 PM

Post #7,407

Re: #7,394: @TimelessGoblin26 - Perceptive's 13F shows a new position in RVNC.

Just aggregate the information here. Four bio funds posted new position in RVNC in Q1:
Perceptive Advisors: 600,000 shares
Opaleye Management: 785,000 shares
Tang Capital: 200,000 shares
Stonepine Capital: 1,976,342 shares

Perceptive also holds 5,753,798 shares EOLS, up from 3,963,424 last Q.
Opaleye doesn't own EOLS.
Tang 4,147,399 shares EOLS, up from 3,097,399 last Q.
Stonepine holds 2,674,356 shares EOLS, down from 5,333,004 last Q.

stocksrising Free

05/16/24 12:57 PM

Post #7,406

Re: #7,405: @Lishur - It wants to trade below 3

For sure!!
Shorts & MM’s know that Retail holds 20-25% of shares out and that most Brokerage’s will require 100% SM ( Margin Requirement/Special Maintenance: 50% currently @ Schwab)…this will put pressure on traders using leverage ( I personally know this, In Trading account)…fortunately core position in other ‘safe’ accounts :)
Sold some more Puts ( Oct. $2.5 strike) and if excercised, average cost ~$2ish) …sad, but in my opinion this is the only way to DCA down!!! :(

Bullish

Lishur

05/16/24 12:10 PM

Post #7,405

It wants to trade below 3

go seek

05/16/24 12:07 PM

Post #7,404

🤔The product is fantastic! Everybody loves the product!
(???)

edcoolidge Free

05/16/24 12:05 PM

Post #7,403

Re: #7,399: @Tal10 - Strange the similarities this stock has to PLUG

Money losing companies with significant debt and no clear trajectory to reach breakeven before they run out of cash. There's many of them. The assumption is that these companies will eventually be unable to raise more cash and go bankrupt. Many will. Most of these companies didn't even exist before the ZIRP era and have never had to face an environment like this. Foley has totally mismanaged capital allocation. The shotgun share sale earlier this year after saying they were funded to breakeven only increased investor distrust in management.

Tal10

05/16/24 11:52 AM

Post #7,402

Nothing matters, IMO, until we hear some positive news out of management that gets Wall Street's attention. We need something to buck the trend. Shorts are going to ride this horse until then.

stocksrising Free

05/16/24 11:49 AM

Post #7,401

Re: #7,398: @alertmeipp - Seems they are one of the subscribers to

Jim Silverman (Opaleye Prez) was helpful in building position in one of my other Bio's and recently took profits (freed up Approx $6mm) ...hopefully he's redeploying at $3's ( that's where he sold TARA at)...

stocksrising Free

05/16/24 11:41 AM

Post #7,400

Re: #7,399: @Tal10 - Strange the similarities this stock has to PLUG

Nasdaq hasn't posted updated SI( 5/15/24)...will post when avail if it even rally matters!!!

Tal10

05/16/24 11:35 AM

Post #7,399

Strange the similarities this stock has to PLUG when you do a 1 year chart comparison. Feels like Revance has been put into a bucket of stocks that some hedgies are just shorting over and over and over and over.

alertmeipp Free

05/16/24 9:47 AM

Post #7,398

Re: #7,394: @TimelessGoblin26 - Perceptive's 13F shows a new position in RVNC.

Seems they are one of the subscribers to the recent offering.
Avg cost: $6.42...
0.05% of their holdings.

Hope they will average down.

biotech_researcher Free

05/16/24 9:23 AM

Post #7,397

Re: #7,396: @wowster - They bought 600k shares.

Thank you wowster. I don’t have the ability now to flush that out..

wowster

05/16/24 8:44 AM

Post #7,396

Re: #7,395: @biotech_researcher - Curious, how large is the Perceptive's purchase?

They bought 600k shares.

biotech_researcher Free

05/16/24 7:54 AM

Post #7,395

Re: #7,394: @TimelessGoblin26 - Perceptive's 13F shows a new position in RVNC.

Curious, how large is the Perceptive's purchase?

TimelessGoblin26 Free

05/15/24 5:34 PM

Post #7,394

Perceptive's 13F shows a new position in RVNC. This is one of the best biotech funds out there. I guess the value is so low it starts to attract attention.

DaveAu

05/15/24 5:15 PM

Post #7,393

Re: #7,392: @DaveAu - Opaleye filing for Q2 shows a new position

I guess that was the recent financing so people paying closer attention probably already know this.

DaveAu

05/15/24 5:02 PM

Post #7,392

Opaleye filing for Q2 shows a new position in RVNC since last quarter. 785,000 shares at 4.92 average cost.

biotech_researcher Free

05/15/24 3:28 PM

Post #7,391

Whew, not even a positive tic up in the price today.

biotech_researcher Free

05/15/24 12:35 PM

Post #7,390

Re: #7,389: @soma2022 - the ipsen numbers are what ipsen sells their

Soma, thank you as that is a very important point…

soma2022

05/15/24 12:30 PM

Post #7,389

Re: #7,388: @RVNCfan - Toxin companies sales data

the ipsen numbers are what ipsen sells their toxin to galderma for. Galderma then marks it up and sells to doctors. guessing at 70% GMs = similar to what Evolus does. So divide ipsen numbes by 0.3 for rough estimate of Galderma sales would be my guess.

RVNCfan

05/15/24 4:59 AM

Post #7,388

Re: #7,386: @soma2022 - Where are you getting your Galderma sales data

Toxin companies sales data

From the last quarter Ipsen released their US aesthetic only data, which could show Galderma's sales data.

Please refer to the below link
https://ml-eu.globenewswire.com/Resource/Download/0cc83155-8e44-4812-9f6c-0050d8bf1a9e

AXRX4952

05/14/24 8:06 PM

Post #7,387

Re: #7,356: @edcoolidge - And the therapeutic world is so much different

this is 100% true. I wish they launched Daxi CD first then Aesthetic...We would be in a much different place with a different set of HCP's doing the test drive.

soma2022

05/14/24 6:53 PM

Post #7,386

Re: #7,380: @Emannow - A you can see Galderma is #1,,,Allergan market

Where are you getting your Galderma sales data from? Think that is worldwide sales for dysport and fillers? whereas your Botox numbers are USA only.

stocksrising Free

05/14/24 3:34 PM

Post #7,385

Re: #7,382: @Tal10 - The biggest risk to Revance short to intermediate

Speaking of Mouse traps, there may be a ‘roaring Kitty’ out there , haha…believe me this sux being down so much, but I was planning a 2-3yr ramp before substantial sales( just didn’t realize the Launch flop would be so terrible)…continue to $D.C.A$ down here !!!
A superior product vs. management miscues ( they seem to be righting the ship*, just would like C-Ste buy in open market vs. grants) historically wins in the end…

*Encouraged by Foley’s plan of more Digital & Social marketing towards the consumer( Aesthetics) and the official launch towards CD market & J-code coverage…GLTA

Bullish

marthambles Free

05/14/24 3:28 PM

Post #7,384

Re: #7,383: @Emannow - Per the # of shares being traded, the

If I recall my anti-trust course correctly, there is a "failing company" exception to the anti-monopoly provisions which might allow ABBV to buy RVNC out pretty soon.
😏

Emannow

05/14/24 2:59 PM

Post #7,383

Per the # of shares being traded, the buyout or hostile takeover could happen sooner rather than later.

Tal10

05/14/24 1:17 PM

Post #7,382

Re: #7,374: @edcoolidge - Despite Foley's follies there's only so long that

The biggest risk to Revance short to intermediate term is management. They've dug themselves quite a whole, and they need a champion to dig themselves out. They have the best mousetrap, but they don't know how to sell it.

biotech_researcher Free

05/14/24 12:25 PM

Post #7,381

Re: #7,377: @stocksrising - FWIW (a sliver of ‘good news’ could make

The shorts knew in February:

FWIW (a sliver of ‘good news’ could make things finally swing 🆙)
RVNC / Short Interest
( new #’s on 5/15)
04/30/2024~12,288,926
04/15/2024~11,625,272
03/28/2024~13,551,210
03/15/2024~10,865,757
02/29/2024~11,879,422

On average about 7days to cover …

Emannow

05/14/24 10:12 AM

Post #7,380

A you can see Galderma is #1,,,Allergan market share continues to get smaller
Q1 2024
..............................toxin......................filler.....................total
Galderma............$263..35.93%........$248..64.58%......$511....45.78%
Agn ,,,,...,............$389..53.14%........$106..27.60%.....$496.....44.36%
Evolus.................$59..8.06%..........................0.00%......$59........5.29%
Revance..............$21..2.87%..............$30.....7.81%.......$51........4.57%
Total.....................$731.......................$384...................$1,117

randychub

05/13/24 9:26 PM

Post #7,378

Re: #7,374: @edcoolidge - Despite Foley's follies there's only so long that

RVNC completed their phase 3 files 6 or 7 years ago and no company has had anything even close with phase 2 data. I think it is safe to say no better neurotoxin will make it to market for a long long time.

Competition could come from some other treatment/drug.

stocksrising Free

05/13/24 7:39 PM

Post #7,377

FWIW (a sliver of ‘good news’ could make things finally swing 🆙)
RVNC / Short Interest
( new #’s on 5/15)
04/30/2024~12,288,926
04/15/2024~11,625,272
03/28/2024~13,551,210
03/15/2024~10,865,757
02/29/2024~11,879,422

On average about 7days to cover …

Bullish

MrMILL

05/13/24 6:16 PM

Post #7,376

How come I wish RVNC had movie theaters! AMC nearly doubled. Foley can’t even get his “you know what” up, let alone the the stock price! He got a raise, when he should be terminated!

alertmeipp Free

05/13/24 2:52 PM

Post #7,375

Re: #7,373: @Emannow - If someone could post this report?

30 percent for CD, right? 30 percent overall would be crazy

edcoolidge Free

05/13/24 2:28 PM

Post #7,374

Re: #7,373: @Emannow - If someone could post this report?

Despite Foley's follies there's only so long that unscrupulous CosmeticMDs can hide the fact that they're giving their patients inferior products. The biggest risk to Daxxify is that a truly better toxin (not a gimmick like double dose Jeuveau) emerges in the next few years.

Emannow

05/13/24 1:51 PM

Post #7,373

If someone could post this report?

TD Cowen just released an analyst report that is very in depth and is much more optimistic of the future going forward. They predict based on speaking to clinicians a 30% market share after three years. I hope they are right. I tried posting the report but didn’t have any luck. It’s worth reading if you get a chance …

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Revance Therapeutics Inc (RVNC)

Followers	151	Posters	162
Posts (Today)	6	Posts (Total)	7423
Created	02/09/14	Type	Free
Moderators DewDiligence

RVNC Investor Relations

RVNC Latest News

Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05/09/2024 04:33:08 PM
Form 8-K - Current report
05/09/2024 04:08:10 PM
Revance Reports First Quarter 2024 Financial Results, Provides Corporate Update
05/09/2024 04:06:00 PM
Revance Expands into the U.S. Therapeutics Market with the Launch of DAXXIFY® for the Treatment of Cervical Dystonia
05/09/2024 04:05:00 PM
Revance to Release First Quarter 2024 Financial Results on Thursday, May 9, 2024
05/02/2024 04:05:00 PM

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