Agree EH Assumption of peak adoption of 3% seems super conservative.
For what its worth, in the March 2023 investor update webinar, they had independent research company, Triangle Insights present the results of their market research of dermatologists, re prospective prescription preferences. 42% nominated SB as their 1st line of treatment. 50% nominated SB as their 2nd line choice. Safety, efficacy and ease of application were the big positives. Price compared to other treatments is why the preferences weren't even higher.
You can argue about the independence and validity of the figures, but in my opinion, clearly Vinnie is not negotiating with BP on the basis of potential 3% market share for a best in class product...
- Forums
- ASX - By Stock
- BOT
- Ann: Appointment of Dr Howie McKibbon as CEO
Ann: Appointment of Dr Howie McKibbon as CEO, page-146
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BOT (ASX) to my watchlist
(20min delay)
|
|||||
Last
40.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $725.6M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 3853 | 41.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
39.0¢ | 20877 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 3853 | 0.410 |
3 | 14967 | 0.405 |
10 | 122161 | 0.400 |
8 | 317005 | 0.395 |
6 | 390220 | 0.390 |
Price($) | Vol. | No. |
---|---|---|
0.400 | 117407 | 4 |
0.405 | 110290 | 2 |
0.410 | 406075 | 12 |
0.415 | 335680 | 10 |
0.420 | 690887 | 16 |
Last trade - 09.55am 03/10/2024 (20 minute delay) ? |
Featured News
BOT (ASX) Chart |
Day chart unavailable