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	Podcast:		Yet Another Value Podcast
	Episode:		Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)
	Category:		Business
	Duration:		00:59:17
	Publish Date:		2022-09-30 14:00:00
	Description:		Dave Johnson from Caligan Partners discusses his thesis on Evolus (EOLS). Evolus is a one product company. Their product, Jeuveau, is a Botox competitor exclusively focused on the cosmetics market, and Dave thinks the market is underpricing Jeuveau's strong growth potential. Caligan's website: https://www.caliganpartners.com/ Chapters 0:00 Intro 2:15 Caligan background 8:15 EOLS Overview 13:00 What does Dave see in EOLS that the market is missing? 19:30 Why can EOLS take share versus Botox 26:00 Why is EOLS focusing only on Cosmetics 29:30 Is M&A in EOLS's future? 33:15 EOLS acquisition targets and funding one 37:30 Getting operating leverage and hitting cash flow breakeven 40:15 What happens if we go into a recession? 43:25 What does pricing look like? 47:45 Does Daxxify's approval impact the market? 52:45 Will new entrants impact pricing for tox? 57:15 Closing thoughts
	Total Play:		0