BOT 16.9% 38.0¢ botanix pharmaceuticals ltd

BOT - Anything but charting, page-7075

  1. 2,524 Posts.
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    1. Point answer. Sales of Qbrrzxa in US is to our advantage. People have learnt that it is not working well and as a minimum will like to try something more superior- Sofdra.
    This Qbrrza opened the market ...like Blackberry ope ed a door for Iphone

    2.on pricing. Yes , it is more in US but do not forget over 80% is covered by insurance ( so out of pocket will be approx 80 to 100usd)

    3. On Volumes ..I am ok if we start this year with 150 000 as ramping up needs to happen...but reality is if the drug is good as it is the ramp up will be very fast...

    if we exit June to Aug - 20k to 30k prescriptions
    Sep to Dec with 40 to 60k prescriptions then we have a success...

    even if we hit this numbers during ramping up the SP will be more then 60c


 
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