BOT 2.63% 37.0¢ botanix pharmaceuticals ltd

Pending announcements Q3 and Q4, page-63

  1. 556 Posts.
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    I note Neu is expecting payments of $120 million for FY 22/23 on potential approval of Trof in March and is sitting at $6.50 at close. It’s marketing partner Acadia is taking on manufacturing, distribution etc… these are milestone payments coming to NEU.

    Botanix if SB accepted and company manufactures themselves will have set up/ marketing / distribution costs etc. 12 months time frame for decision. Euroz Hartley in recent report (comparing to Qbrexa) suggests if BOT is able to capture just 1% of AH market that will be Revenue of $143 US million alone.

    Just on AH success alone and high likelihood of approval - yes this stock is being missed by the market.




 
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