BOT botanix pharmaceuticals ltd

Ann: Botanix Conference Commercial Update, page-130

  1. 1,627 Posts.
    lightbulb Created with Sketch. 430
    I wont be buying a lambo, but if I hit the jackpot, there will be signs.

    You're right @CloseTheMarkets if TAM is total of 10M, rather than aim for 0.1% we aim for the 1.0% equates to 100k
    100k individuals on average getting 10 refills, there is 1M individual scripts in a 12 month period.

    1M * $450USD as advised in Net sales - we've done the numbers before but they start getting mind-boggling

    Howie SC video - some comments that I liked
    - Very excited about the prescription growth week over week, the number of unique prescribers that we have
    - Refills exceeded expectations
    - Last comment about bringing something new to the platform, Howie had a smile, I think they are working on something that we will hear about soon-ish

    Below is taken from the EH report, and prescriptions sold for FY 25 is 20k? Shows $9M in Net Sales, but they've already discussed looking at around $15M to $20M for FY 25 - So assuming $18M for FY, lets see how BOT goes selling 40K scripts by end of June.

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    https://hotcopper.com.au/data/attachments/6870/6870139-5d85df853175d04e28b5dbe6a7abc41f.jpg

 
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