BOT 5.80% 36.5¢ botanix pharmaceuticals ltd

BOT - Anything but charting, page-8460

  1. 2,508 Posts.
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    @ Buffet

    TAM - 3.7MLN this we will conjure to 5% fast

    BUT do not forget that another 6.3mln want to be treated as well - have problem but not seeing Dermatologists Plz include e.g 2% of these at least as our Telemedicine sales team will slespecially go after this pool of people...

    and how many re-fills did you put into ur model?

    how many new patients? - remember in Japan 70% still new patients...meaning in US you can model big growth ( based on Japan + can advertise in US + stickiness due to refills from already acquired patients
 
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