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Acne Phase 2 - Probability of Success and Likely Market Response, page-4

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12/07/19

11:29

Post #: 39491926
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Originally posted by Freighter32 ↑

An interesting report:

https://www.iqvia.com/-/media/iqvia...-research-and-development.pdf?_=1562887649311

With topical treatments working from a base 50% success rate for Phase 2 trials (@Jalaluddin if I remeber correctly you've posted some info on this over the last several months?), and considering the indications we've received so far, BOT remains a compelling investment at these levels given the magnitude of the markets we will be involved in.

Also worth noting that when using composite success rates for clinical phases, they include areas such as oncology, which form a large number of trials with a far below average success rate, effectively dragging down the composite rate significantly.

https://www.iqvia.com/-/media/iqvia...-research-and-development.pdf?_=1562887649311

"Despite the accounting for almost 30% of the R&D product pipeline in 2018, composite success rates for oncology are only 8%.."

"Phase II oncology drugs have about a 25% chance of making it on to the last phase. The general oncology Phase III success rate is 40%."

https://seekingalpha.com/article/40...-success-rates-introductory-pipeline-analysis

Interesting to also see the rate and size of increase of big pharma:

https://www.iqvia.com/-/media/iqvia...-research-and-development.pdf?_=1562887649311

Given we have at least 5 pillars (Matt hinting at more to come..):

Acne;

Atopic Dermatitis;

Psoriasis;

Antimicrobial; and

Permatrex.

with each of the first 4 having multi-billion dollar markets, the above is of significant interest when considering the next few months of BOT's development.

And Vinnie on board with his track record of multi billion dollar sales of R&D companies like BOT.

Everything lining up nicely..

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Doesn’t hurt our chances of success to note that marijuana was used as an anti inflammatory for literal millenia previous to its modern culturally driven disavowment.
BOT Price at posting: 25.5¢ Sentiment: Buy Disclosure: Held
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Acne Phase 2 - Probability of Success and Likely Market Response, page-4

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

Issues emerging as Australian companies tackle critical minerals challenge

NRW Holdings inks $109M deal with BHP for works at Jimblebar

Defence MOU for propulsion systems pushes Aurora Lab shares higher

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Week 41 Wrap: HotCopper asks “Back to Mongolia?” for Elixir; US CPI comes in at 2.4%; eyes still on China

Cauldron Energy reports "excellent" uranium assays in latest drill run

Tigers Realm's US$49M sale of Russian assets – to a Kremlin-adjacent billionaire – set to go ahead

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

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Acne Phase 2 - Probability of Success and Likely Market Response, page-4

Top Stories

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

Issues emerging as Australian companies tackle critical minerals challenge

NRW Holdings inks $109M deal with BHP for works at Jimblebar

Defence MOU for propulsion systems pushes Aurora Lab shares higher

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Week 41 Wrap: HotCopper asks “Back to Mongolia?” for Elixir; US CPI comes in at 2.4%; eyes still on China

Cauldron Energy reports "excellent" uranium assays in latest drill run

Tigers Realm's US$49M sale of Russian assets – to a Kremlin-adjacent billionaire – set to go ahead

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

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