Mar 31, 2023

Revance Q1 2023 Earnings Report

Reported financial results for the first quarter ended March 31, 2023 and provided a corporate update.

Key Takeaways

Revance reported strong Q1 2023 results with a 95.3% YoY increase in total revenue, driven by the growth of the RHA® Collection of dermal fillers and the successful launch of DAXXIFY®.

Total revenue for Q1 2023 was $49.3 million, a 95.3% increase year-over-year.

RHA® Collection revenue increased 45.3% year-over-year to $30.3 million in Q1 2023.

DAXXIFY® launch generated $15.4 million in revenue for Q1 2023.

FDA approved Ajinomoto Biopharma Services as Revance’s contract manufacturer for DAXXIFY®.

Total Revenue
$49.3M
Previous year: $25.3M
+95.3%
EPS
-$0.74
Previous year: -$0.94
-21.3%
Gross Profit
$33.2M
Previous year: $17.4M
+90.9%
Cash and Equivalents
$137M
Previous year: $198M
-31.1%
Free Cash Flow
-$70.4M
Previous year: -$62.7M
+12.2%
Total Assets
$548M
Previous year: $640M
-14.3%

Revance

Revance

Forward Guidance

Revance expects 2023 GAAP operating expenses to be $460 million to $480 million and non-GAAP operating expenses to be $320 million to $340 million. Revance expects 2023 non-GAAP research and development expense to be $80 million to $90 million. Management projects that the company’s U.S. aesthetics portfolio (DAXXIFY®, RHA® Collection, OPUL®) will be funded to cash flow breakeven.

Positive Outlook

  • Increased investments in its aesthetics commercial infrastructure.
  • Sales team expansion.
  • DAXXIFY® commercial investments.
  • RHA® Collection commercial investments.
  • Biosimilar partnership investments.