BOT 5.26% 36.0¢ botanix pharmaceuticals ltd

Ann: Botanix $70 Million Institutional Capital Raising, page-100

  1. 23 Posts.
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    Risk at this point is:

    1) Poor market penetration. We won’t see this outcome to Q4.

    2) Poor repeat purchase. I’d say this is a customer sentiment issue. I.E is the cost worth the benefit, does it last longer than anticipated. Could be that people only buy once as they work out they don’t have life changing outcomes when the issue goes away for a month or two.

    3) Profitability. If customer acquisition costs end up being astronomical this could be an issue.
 
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