Quick one - how dated is the 3.7M diagnosed - dare say we have had a good 12-18 months surpass since the date of this data. The 3.7M is absolutely relevant as key target market but surely there would be another 300k plus that have since been diagnosed across the country. Just widens the pool of the 'immediate easy to convert consumer'.
Honestly have brough this up before - there is a heck of lot of BP's that lose exclusivity of their key product lines by the end of 2030. this has been forecast to leave a $300 Billion gap in revenue, that will be snuffled up by competitors, pricing pressure, and wil lcreate margin erosion on the books of BP's.
in my option if management give this a good crack in 24 months to grow revenue and bolt on products onto the platform (even just one at small scale to show the potential and uplift), it will drive the valuation up. We also have a few years to expand the product to hands and head and potentially widen the target market to 16M....... we will not be short of suitors at USD $10B -15B+ range depending on how fast this can scale or demonstrate growth. BP's will become ever desperate to top up revenue and margin by 2027/2028. We just need to hold on for that long
Really dont want to cash out at $3 when we have the level of potential that BOT has. we have all don't the maths on penetration rates, and it gets mind blowing even at 10% of the 3.7M only. So unless we get a crazy offer at like $8 right of the bat tomorrow (i dont think we will), hopefully Howe and Matt will tell them to jog on.
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