BOT 0.74% 33.8¢ botanix pharmaceuticals ltd

Ann: Final Sofdra Labelling Discussions with FDA, page-125

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  1. 1,434 Posts.
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    Marsman

    Thats my line........

    it's just so staggeringly stupid and outrageously naive to say its priced in .

    price/value is ALWAYS based on future earnings.

    Its unarguable!with formal approval next week, all doors get opened:
    - insurance cover kicks in
    - commercial manufacturing and packaging
    - dermatologist writing prescriptions
    - prescription filling
    - telemedicine and repeat scripting strategy
    - salesforce engagement
    - promotion / support of hyperhidrosis society
    - opportunities in other markets across the world
    - takeover potential kicks in
    - etc etc

    the size of the revenue can be debated and wont be known for certain until the strategies are fully implemented but there is nothing surer than it is clear that revenue growth will be astronomical and share value (and company value) WILL escalate.

    The only question is how much over what time period.

    I am saying it will happen quickly.

    There will be profit taking as everyone's position is different.

    anyone who blithely says the value is already factored into the $400 - $450m current value has nfi and clearly hasn't informed themselves OR has their own self indulgent agendas.

    Or perhaps just doesn't get how companies are valued
 
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