BOT 2.94% 33.0¢ botanix pharmaceuticals ltd

Ann: Botanix Investor Presentation, page-7

  1. 4,389 Posts.
    lightbulb Created with Sketch. 1359
    As always another professional preso.. some key takeaways I spotted..

    "Competitive products with less ideal safety profiles and potentially poorer efficacy, have generated more than US $1bn per annum"

    "BTX 1503 is a safe and well tolerated topical acne treatment that potentially addresses all the key causes of acne" (Loved the use of the world potentially) -

    "Papulopustular rosacea is a chronic skin disease characterised by redness (inflammation) and acne like break-out

    Hints everywherre.. One must ask why the rosacea now? Perhaps the 'acne like break-out' is the key takeaway? Why chase a similiar market otherwise?

    Join the dots..

    Phase 1B for BTX 1702 will only take 6 weeks also.. then straight on to phase 2 no doubt.

    Also great to see some patent explanation.. that's the beauty of having an ex patent attorney I guess..

    Not sure what else we can ask from management.

    Great work.
 
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