Ripper idea.
I remember seeing Matt present back in those early days. I just knew this company would be special.
After speaking to him a few times you could tell he was different. You could tell he had an entrepreneurial vision for this company.
The recruitment of Vinnie was genius. The raise of $40 mill through Cowan a few years back kept this company afloat through some tough times when other bio's folded.
The acquisition of Sofdra is a game changer. The team behind this is world class and the ability to attract good people to an ASX bio shows the opportunity.
The pipeline surrounding Sofdra is also world class. I've no doubt this company will be a few dollars into next year.
Again we are all so lucky to be here and the fun is only just beginning.
Would love to hang out with shareholders and punters and talk about how close we were with the phase 2 acne trials and go down memory lane. The irony of that trial result is that had that been successful, in the USA, Sofdra would probably never have been found. Botanix market cap off the back of that would also probably be already over a billion dollars. The market is still punishing BOT for that trial in my humble opinion. The Australian trials were outstanding because they were done properly and centralised.
There are still so many great times ahead here, just enjoy the ride and realise that the Acne and Antibiotic arms are worth billions alone without Sofdra.
Sofdra brings it all together and makes Botanix the next CSL.
Well done for being here.
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8 | 528535 | 0.405 |
12 | 590183 | 0.400 |
7 | 403387 | 0.395 |
Price($) | Vol. | No. |
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0.420 | 30000 | 1 |
0.425 | 136193 | 1 |
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