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Ann: Botanix Appendix 4E & Announcement of Commercial Day Webinar, page-56

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Nothofagus

562 Posts.

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31/08/24

17:40

Post #: 75470924
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Such warp speeds might be too stressful - a T.O. might be kama!

Originally posted by Lev20: ↑

Not sure if this been flushed out here...but for me it represents huge boost of confidence..page 4 last paragraph...

"Of those subjects, approximately 3.7 million subjects are actively seeking treatment.
Even assuming a modest penetration of this population at the current price of competitive
treatments (i.e., approximately US$7,200 per year), this provides a significant market
opportunity for Sofdra"

What is means is Insurance company would be happy to support it up to approx usd 7200 per year per patient. So, this gives more or less 7 to 8 prescribtions fully or up to 95% of its cost fully covered...This is significant , because if you are one of these 3.7mln people known to doctors who suffer already , you can get 8 prescription per year almost free and in you mail box...
sure, they will explain insurance update on 17th Sep webinar...

One can do already good simulation with 8 prescriptions per year..

with 5% market penetration ( of just 3.7mln known patients) @ 8 prescriptions per year @ usd net 500 >>>> usd750mln ..

+++ we have 6.3mln patients who are not known but actively seeking treatments ( silent sufferers) over the internet >> Telehealth approach will get us to 2% penetration there at least...

in any case, we will look at close to usd1bln Revenue even with modest penetration...or 10x Revenue Multiplier usd 10bln MC or aud 8 per share...

if someone says $2 is a dream ...well we might be there in next 12 months as once we hit 1% penetration in 3.7 mln patient pool and 6.3mln patient pool we should already be at $2 per share..

next 12 month will give us good trajectory...remember stock will be soon priced EVEN MORE on Forward looking basis..and I doubt that once we will reach 1% penetration next year that stock will be under $2..there will be anticipation that Sofdra will climb penetration wall every Qtr...

because each 1% penetration represent roughly $2 per for our share price..

it will be dramatic ride..

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BOT Price at posting: 40.0¢ Sentiment: Hold Disclosure: Held
11 Upvote

0 Great analysis

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Ann: Botanix Appendix 4E & Announcement of Commercial Day Webinar, page-56

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Ann: Botanix Appendix 4E & Announcement of Commercial Day Webinar, page-56

Top Stories

BCI reaches close of funding facility for salt-first part of Mardie project

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Buxton projects new graphite province discovery at WA Narryer play

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

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Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

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